Job Description

KMS Technology is seeking a strategic, systems-minded Senior Manager, FP&A; — Global

Forecasting & Financial Data to act as a senior business partner to the Global Head of FP&A; and

the hub for the company’s forecasting and financial data infrastructure. Based in the Americas, this

role provides critical same-hemisphere coverage for the Global Head of FP&A; and owns the

integrity, structure, and accessibility of the data and models that drive KMS’s financial forecasts.

This is a build-and-own individual-contributor role, not a people-management role. The successful

candidate will make KMS’s financial data directly usable: surfacing information from source systems

and Power BI into clean, standardized “Excel databases” that anyone — from the Global Head of

FP&A; to executive stakeholders — can analyze through Excel pivot tables. They will also lead the

evolution of our current spreadsheet-based forecasts into a single, cohesive, linked financial

statistics-based model, combining deep modeling expertise with strong data discipline.

Key Responsibilities

Financial Data & Excel Databases (Single Source of Truth)

• Own the design and maintenance of KMS’s standardized “Excel databases” — clean, flat,

pivot-ready tables that surface data from source systems and Power BI into Excel, so the

Global Head of FP&A; and others can build answers directly through pivot tables.

• Define standardized data extracts: consistent schema, consistent formats, and fixed extraction

cut-off times, so pipe-to-revenue-to-cost data are always aligned to the same point in time.

• Partner closely with the Vietnam-based pipeline data analyst who maintains the Power BI

database to ensure system and Power BI data flow cleanly and consistently into the Excel

databases.

• Establish and enforce data governance and documentation — naming conventions, refresh

cadence, and version control — so the data is reliable, repeatable, and auditable.

• Keep the Excel databases the accessible, self-serve front end for analysis, complementing (not

replacing) Power BI used upstream.
Cohesive Financial Model — Build & Transition

• Lead the transition from today’s separate Google Sheets and Excel files — currently

consolidated manually into a single workbook on request — to a structured set of linked Excel

workbooks that operate as one cohesive financial model.

• Architect the model: define module boundaries (e.g., pipeline-to-revenue, cost of services and

gross margin, Europe, consolidation and outputs), linking logic, input/calculation/output

separation, and clear ownership for each component.

• Establish modeling standards and controls — consistent formats, documented assumptions,

error checks,



and audit trails — so the integrated model is robust, transparent, and easy to

maintain.

• Partner with the Accounting team to redesign and replace the current manual consolidation

process, so the model meets executive reporting needs on demand rather than on request.

• Continuously improve the model’s structure, accuracy, and usability as the business and data

sources evolve.
Forecasting & Business Partnering

• Own the development of the consolidated forecast model, integrating pipeline/revenue,

cost/gross-margin, and Integral inputs into a coherent company forecast.

• Perform weekly Funnel-to-Cash and monthly forecasts and Latest Estimate (LE) updates, and

comparative analysis (presente vs. forecast vs. budget), interpreting variances and trends to

support decision-making.

• Support the annual budgeting exercise and scenario / sensitivity modeling across business

lines and regions.

• Act as a trusted analytical partner to the Global Head of FP&A; on revenue, cost, margin ,

OPEX, etc. performance.
Advanced Analytics & Forecasting Innovation

• Serve as the Global Head of FP&A;’s right hand in taking financial modeling to the next level of

analytics, applying best-practice numerical methods — including regression analysis, Monte

Carlo simulation, and other statistical techniques — to improve the accuracy and reliability of

forecast results.

• As the financial models mature, help introduce AI to support and streamline the weekly Funnel-

to-Cash (F2C) forecasting process.

• Continuously test, validate, and refine forecasting approaches so that stronger methods

translate into better, faster business decisions.
Cross-Region Collaboration & Global Coverage

• Provide Americas-based coverage that strengthens the global FP&A; team’s responsiveness

across time zones, supporting timely analysis and decision-making for stakeholders in every

region.

• Coordinate the cadence and standards for inputs from peers and partners across regions —

the Vietnam-based pipeline-to-revenue and cost-to-gross-margin teams, the Poland-based

regional finance feeding European data, and any future regions or acquired

companies — into the forecast.

• Integrate and reconcile inputs from all regions into the consolidated model and Excel

databases, ensuring a consistent global view.

• Collaborate as a peer and enabler — co-designing templates and standards with colleagues





rather than imposing them — to support a cohesive, high-trust global FP&A; team.
Support for Executive & Board Reporting

• Provide the underlying data, models, and analysis that feed executive and board materials,

partnering closely with the Global Head of FP&A; who owns those deliverables.

• Ensure the numbers, structure, and supporting analysis behind executive communications are

accurate, consistent, and decision-ready.

• Turn complex financial data into clear, well-organized analysis and visuals that make executive-

level storytelling easier to assemble.

Qualifications

Experience & Education

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; Engineering or Math

related degree and/or MBA preferred, CFA a plus.

• 7–10 years of progressive finance experience, including significant time in an FP&A; or financial

modeling role.

• Prior experience in a high-growth technology, SaaS, or services company strongly preferred.

• Experience working with globally distributed teams across very different time zones.

Skills & Competencies

• Expert-level Excel and financial modeling, including advanced multi-workbook / linked-model

design and a strong grasp of model architecture, controls, and best practices.

• Strong data management discipline: structuring data, standardizing extracts, and building

clean, pivot-ready Excel datasets from multiple source systems. Includes statistical analysis.

• Working familiarity with Power BI, data warehouses, and CRM platforms (Salesforce), HR

Information systems, PSA’s, etc.; experience with ERP systems such as Oracle NetSuite is a

plus.

• Solid understanding of forecasting, budgeting, and core SaaS / services metrics (bookings,

pipeline, gross margin).

• Strong analytical communication — able to present complex financial data clearly to senior

audiences and support board-level storytelling.

• Highly organized and detail-oriented, with the process discipline to set and maintain standards.

• Collaborative and culturally aware, with the ability to partner effectively across regions and lead

through influence rather than authority.

• Professional working proficiency in English.

Additional Information

Perks you enjoy at KMS Mexico
Mexican law benefits
15 days of PTO (in year zero, from the first year onwards it is 3 days per year).
5 days' leave for the death of immediate family members, negotiable.
Major Medical Expenses Insurance with coverage for immediate dependents (spouse and children).
Annual performance bonus (≈10% of annualized salary).
Annual salary adjustment.
Employee Referral Bonus.
Paid Certifications / Courses
Coursera License.
5% Savings Fund.
5% Grocery Vouchers.

📌 Senior Manager FP&A (Guadalajara)
🏢 KMS Technology
📍 Guadalajara