FP&A Analyst

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Job description

K1 is seeking a Financial Planning and Analysis (FP&A) Analyst to join the Reporting team for our office located in Manhattan Beach, CA. We are seeking a candidate with strong analytical and communication skills, the capacity to multi-task, and the ability to work as part of a team. The Analyst will provide insights and recommendations on current and future performance to assist in our goal of building category leading Software-as-a-Service portfolio companies. FP&A Analysts will have the opportunity to work alongside CFOs at category leading software companies. You will be an integral team member working alongside the K1 FP&A team to drive insights into value creation opportunities, provide technical finance insights for our portfolio company finance teams, and act as a consultant to bring best practices to our growing companies. This represents a unique opportunity to join a dynamic Private Equity environment and work together with investment team and our portfolio companies to drive value creation.

Key Responsibilities:

• Analyze portfolio company monthly financial results, review bank reporting packages, and evaluate cash forecasts
• Support onboarding of new companies into K1 processes and systems
• Support portfolio company annual budgeting process and model building
• Collaborate with the rest of the Reporting team to enhance and maintain operational finance best practices relevant for growth stage SaaS companies
• Assist in the ongoing improvement of K1 reporting practices; enhancing the information provided and the efficiency of its production through process and technology improvements
• Conduct ad-hoc analysis utilizing financial, operational and sales data
• Establish and maintain relationships with finance teams of the portfolio companies

Requirements:

• Bachelor's degree required, preferably with a focus in Finance or Accounting
• 0-2 years of Finance/Accounting experience, preferred
• Proven track record of going above and beyond on with required tasks at current position or educational institution
• Demonstrated an understanding of a company's financial close process
• Demonstrated interest in finance and desire to learn
• Strong interpersonal skills with ability to communicate at various levels of an organization
• High level of integrity and dependability with a strong sense of urgency and results-orientation
• Proactive and high-energy with a hands-on approach to problem solving
• Results-oriented, with an ability to manage multiple projects simultaneously and expeditiously
• Ability to travel

Perks:

• Unlimited PTO, plus holidays
• 401(k) plans & Profit sharing
• Company and team wide outings
• Volunteer opportunities and intramural K1 sports teams

Why work at K1:

K1 is a Los Angeles-based private equity investor with over $10B in assets under management focusing on high-growth enterprise software companies globally. We seek to help dynamic businesses achieve successful outcomes by identifying and executing organic and acquisition-based growth opportunities that can position our companies as industry leaders. Our team has been investing in high-growth software and technology companies for over 20 years. We typically invest alongside strong management teams that continue to guide their organizations on a day-to-day basis. As partners, we seek to provide meaningful strategic and financial support to help our companies reach their full potential. Our investments vary in the level of ownership to meet the needs of entrepreneurs and managers. We look to help our portfolio companies navigate strategic opportunities such as executive recruitment, external financing, mergers and acquisitions, strategic sales, and public offerings.