Financial Planning & Analysis Manager (Revenue/Commercial FP&A)

Responsibilities
KMS Technology is seeking a strategic, data-driven FP&A Manager - Pipeline to Revenue to serve as the FP&A business partner to Growth and Sales leadership, with a primary focus on sales performance, bookings analytics, pipeline, and revenue forecasting. This role owns the "Funnel" front end of KMS's weekly Funnel-to-Cash (F2C) forecasting process and is the source of all revenue and pipeline inputs that flow into the company forecast.
The role combines strong financial modeling expertise with a commercial mindset. It works within the shared data standards and the cohesive linked financial model - supplying clean, standardized revenue and pipeline inputs to the single source of truth - rather than maintaining parallel, standalone tools, ensuring one consistent view across the global FP&A team.
While this position focuses on Pipeline to Revenue, FP&A operates as one team. We provide cross-functional training across our areas - Pipeline to Revenue, Cost of Services to Gross Margin, and Global Forecasting & Financial Data - to keep the work interesting, educational, and insightful, and to enable team members to confidently cover for one another during PTO and other absences.
Pipeline & Bookings Performance (the Funnel front end of F2C)
Own end-to-end financial planning and analysis for sales bookings, revenue pipeline, and growth metrics, as owner of the "Funnel" front end of the weekly F2C process.
Develop and maintain the revenue and bookings forecast content, tracking actuals vs. targets and identifying variances and trends.
Partner closely with the Chief Growth Officer, Sales, and Revenue Operations to manage pipeline and bookings data on the weekly F2C cadence, proactively driving revenue performance.
Track KPIs and ensure accountability to revenue and bookings goals across short- and long-term horizons.
Data Standards & Integration (feeding the single source of truth)
Supply revenue and pipeline data on the shared schema, format, and fixed cut-off cadence defined jointly with the Americas-based Senior Manager, FP&A - Global Forecasting & Financial Data, feeding the single source of truth and the consolidated model.
Oversee the Pipeline Data Analyst (Power BI), ensuring the Power BI pipeline database is maintained and that system data flows cleanly and consistently into the shared Excel databases.
Align to the cohesive linked financial model rather than building or maintaining parallel, standalone models or reporting tools.
Ensure revenue and pipeline inputs are timely, consistently formatted, and well documented, so the global forecast is built on reliable data.
FP&A & Business Partnering
Lead the annual budgeting exercise for the Growth business lines related to Revenue, Sales, and Marketing, including investment projects and performance evaluation.
Perform weekly and periodic forecasts and Latest Estimate (LE) updates for the revenue and pipeline domain, with comparative analysis (actual vs. forecast vs. budget) and clear interpretation of trends.
Act as a trusted advisor to business leaders on revenue optimization, combining financial insight with commercial understanding.
Partner with global business leaders across the US, Mexico, Poland, and Vietnam on revenue planning, forecasting, and scenario modeling.
Collaborate cross-functionally with Accounting, Marketing, HR, and Operations to ensure financial alignment.
Growth & Strategic Analysis
Build models to evaluate growth scenarios, market expansion opportunities, new customer segments, and investment trade-offs on the revenue side.
Analyze customer acquisition cost (CAC), lifetime value (LTV), churn, and net revenue retention (NRR) to support growth strategy.
Support M&A, partnership, and new market entry analysis as needed.
Collaborate with the Global Forecasting & Financial Data role to advance forecasting methods (e.g., regression, scenario analysis) within the revenue and pipeline domain.
Identify and drive process improvements across FP&A workflows, tools, and reporting cadences.
Support for Executive & Board Reporting
Provide revenue and pipeline analysis and reporting that feed executive and board materials, partnering with the Global Head of FP&A who owns those deliverables and the Americas role that consolidates them.
Translate complex pipeline and bookings data into clear, decision-ready analysis and visuals.
Ensure accuracy, consistency, and narrative coherence across all revenue and pipeline content used in executive-level communications.