Senior FP&A Analyst

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Requirements:

• Bachelor’s Degree required.
• Relevant work experience in Accounting, Finance, or Capital Markets required; Corporate or Business Unit FP&A experience a plus.
• Minimum of 3 years of relevant experience at a management consulting firm, accounting firm, investment bank, private equity firm, investment and/or technology company.
• Financial modeling: Advanced proficiency in MS Excel required (e.g. Ability to build financial and operational models from scratch utilizing Excel); Adaptive, Workday ERP, Salesforce, SQL (Snowflake), Spiff, and Tableau a plus.
• A strong work ethic, meticulous attention to detail, and a proactive mindset are essential for this role. If you prefer to only follow instructions without actively seeking improvements or identifying opportunities for greater efficiency, this may not be the right fit for you.
• Adaptability and drive: Kiavi is a fast-paced, constantly changing environment. We value completion of tasks over absolute perfection. If you do not know the answer, initiative is taken to seek the appropriate resources to find the right answer.
• Strategy and execution: Capacity to problem solve in a structured way and provide actionable insights to drive growth.
• Analytical and business rigor: Ability to translate business questions such as “How do we increase our margin?” or “In what ways can we use our balance sheet more efficiently?” meaningful analysis.
• High-energy & Positive Attitude: A sense of ownership and positive attitude are the keys to success.
• Effective communication: Strong communication skills that enable you to work productively across disparate functional groups and communicate key findings and solutions persuasively. This also includes clear communication of expectations and managing timing for deliverables.
• Multi-tasking prioritization expertise: Experience (and preferably enjoyment of) balancing numerous different priorities and demands.

Responsibilities:

• Support FP&A management in partnering with business unit stakeholders to drive the annual planning and quarterly forecast process including preparation of operating budgets based on actual results, prior budgets, operational initiatives, and other factors.
• Perform scenario analyses to provide department leadership with insights on the financial implications of changes in assumptions, strategic shifts, or operational adjustments.
• Continuously maintain and update financial models, ensuring assumptions align with evolving business activities and delivering accurate financial projections.
• Oversee the calculation and distribution of Kiavi’s commission plans. Proactively communicate with reporting managers to resolve discrepancies, offer insights into commission plan improvements, and oversee the implementation of plan changes.
• Develop and deliver clear, concise financial reports and analyses, reviewing results with key business partners on a consistent basis (monthly, quarterly) to assess performance and ensure alignment with financial objectives.
• Perform in-depth budget vs. actual analyses at both the business unit and consolidated levels, identifying key performance drivers, and proactively adjusting forecasts as necessary.
• Collaborate with business units to assess production expectations and future headcount needs, ensuring accurate forecasting of full-time employee and contractor requirements. Analyze, reconcile, and report on current and future workforce status across departments.
• Prepare compliance reporting (debt covenants, industry reporting, etc.).
• Collect and organize relevant data from various sources to perform in-depth analysis, demonstrating extreme attention to detail by meticulously validating, cleaning, and cross-referencing information to ensure accuracy. Present findings and develop reporting tools in clear, visually compelling formats (e.g., charts, graphs, reports) to facilitate data-driven decision-making for stakeholders.
• Work closely with Marketing, Sales, Business Development, Mortgage Operations, Data, and Capital Markets to gather insight and knowledge of departmental initiatives and incorporate them into financial forecasts, ensuring alignment with overall business goals.
• Create and deliver presentations on planning, performance tracking, and financial forecasts for senior leadership and key stakeholders.
• Manage ad hoc financial inquiries, data requests, and special projects, providing analytical support across the organization.