Analyst managing financial modeling and due diligence for energy infrastructure investments. Collaborating with cross - functional teams and presenting findings to the Investment Committee.
About the role
- Director of Finance at KPA driving financial planning and analysis, leading a financial team, and supporting strategic decision-making.
Responsibilities
- Lead the annual planning and monthly forecasting processes for KPA including preparation of analysis and presentations for executive and Board level review.
- Provide analysis of monthly financial results against budgets and re-forecast annual, quarterly, and monthly projections based on current financial information.
- Prepare a monthly reporting package that includes full financial statements, comprehensive Key Performance Indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual versus budget variances and comprehensive executive level explanations of differences.
- Drive an efficient, effective and comprehensive process for developing financial plans and analysis that links to strategic corporate objectives.
- Develop and monitor the company’s annual budget and monthly forecasts, which shall include establishing budget tools, setting timelines and acting as project manager for the company, ensuring all budgets are accurate, comprehensive and completed on time.
- Prepare and manage the financial models, data room organization, and other analysis required to support a sale process.
- Play a key role in KPA’s corporate development effort via acquisition target analysis, valuation and due diligence support.
- Assist CFO in preparation and maintenance of materials for quarterly board of director meetings.
- Assist CFO and Controller in management of the company’s external banking and other financial relationships.
- Work closely with all KPA departments to ensure execution of budget and forecast commitments, including communication to management of both progress toward attainment and plans to effect course corrections as necessary.
- Produce and communicate various standard and ad-hoc financial analyses to support effective decision-making and large company initiatives.
- Calibrate necessary Finance resource levels, while managing individual and team performance.
- Develop and mentor Finance staff in their technical skills with forecasting, promoting an environment of operational excellence.
- Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified and to assist with various ad hoc projects as needed.
Requirements
- 10+ years of finance experience covering a broad range of accounting/financial analysis in corporate FP&A or investment banking.
- Excellent financial modeling and analytical skills for budgeting and forecasting combined with a strong attention to detail and the ability to present complex information in a usable format to a diverse audience.
- Strong analytical skills, including ability to dissect operational and financial data in multiple ways and drive conclusions from data.
- Proven success serving as a source of expert information and managing multiple analytically challenging projects simultaneously in a fast-paced work setting.
- Solid foundational understanding of GAAP and ability to prepare Balance Sheets, Income Statements and Cash Flow Statements.
- Exceptional communication skills.
- Exceptional Excel, PowerQuery, PowerBI, and Powerpoint skills.
- Comfortable operating within a dynamic and complex organizational structure and be effective in a team-oriented environment.
- Experience working with senior executive teams and boards of directors.
- Experience with corporate M&A.
- Excellent interpersonal and relationship-building skills with the ability to communicate and influence at a senior management level.
- A skilled mentor and leader of teams.
- Bachelor’s degree in Accounting, Finance, Economics or related field required.
- MBA and/or significant experience in the corporate Finance/FP&A function, preferably with software companies.
Benefits
- Annual bonus potential of 20% of base salary
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
FP&A Analyst supporting budget and cash management at Aqua Capital. Focus on financial modeling, data accuracy, and process improvements in a hybrid work environment.
Specialist Finance Business Partner responsible for delivering financial insights and business partnering at BHP Chile. Engaging stakeholders and managing budget for Brazil NOJV operations.
Junior Financial Analyst in a hybrid role at Afya, managing finance for educational programs like FIES and PROUNI. Contributing to students' financial success and compliance oversight.
Senior FP&A Manager at Roo shaping financial and strategic trajectory in veterinary staffing. Leading team and financial planning initiatives for operational excellence and executive collaboration.
Patient Financial Services Coordinator managing billing, collections, and payment plans in healthcare. Training provided for medical claims processes with a dynamic team.
Manager of Financial Planning & Analysis at Delta - Q Technologies supporting revenue and margin analysis. Leading complex modeling and actionable recommendations for performance improvement in a hybrid work environment.
Senior Investment Consultant providing investment advisory services for retirement plans at CBIZ. Establishing client relationships and facilitating technical investment expertise while ensuring compliance with regulations.
Finance Intern supporting Accounts Payable team in an international environment. Gaining hands - on experience while applying academic knowledge in real - world financial operations.
Tech Lead guiding investment technology teams at Rabobank. Shaping technology foundations and driving innovation in investment services for private banking.