K1 Investment Management - FP&A Manager / Senior FP&A Manager

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Company: K1 Investment Management invests in B2B SaaS companies globally. Their deal types typically fall within the realm of late stage VC, growth equity, or PE/Buyout.

Role: FP&A Manager / Senior FP&A Manager

Work closely with K1 portfolio company CFO's. Become deeply ingrained in 6-8 businesses.
Analyze monthly financial results and forecasts for growth stage SaaS companies
Support budgeting process
Partner with CFO to implement best practices. In many ways, this role is like a "consultant". The goal is not to do the work for the CFOs. It is to guide them and partner with them to support growth.
Keep K1 investment team updated on portfolio company financials

Selling Points:

Company - K-1 is deploying Fund V of $4.5B with over $10B in AUM. This fund is more than 2x the size of Fund IV.
Company - Takes culture & time off seriously with two off-sites per year together as a full firm and additional off-sites within department teams. Offers unlimited PTO and vacation stipends with a mandatory requirement of taking 2 weeks off consecutively each year to reset. Profit sharing.
Role - Work directly with 6 to 8 portfolio company CFO’s. Will be deeply ingrained in their business operations, learn from their issues, consult with the CFO’s on best practices, and build your network. This is direct training for those who want to become a CFO.
Role - Opportunity to learn both sides of the coin very closely– private equity investing and finance leader at an operating company.

* Comp figures, if included above, are estimates made by the KBS team using internal assumptions and conversations with the employer. Figures are dependent upon experience and subject to change.

K1 is seeking a Financial Planning and Analysis (FP&A) Manager to join the Reporting team for our office located in Manhattan Beach, CA. You will act as a consultant to bring best practices to our growing portfolio companies... You will interact with finance leaders to implement best practices and support people, process, and system improvements. The FP&A Manager will also work together with K1 investment teams to provide insights on portfolio performance and trends. We are seeking a candidate with strong analytical and communication skills, the capacity to manage multiple workstreams, and the ability to work as part of a growing team.

Manage regular communication with assigned portfolio CFOs to problem solve and drive continuous improvement in the portfolio finance teams
Analyze portfolio company monthly financial results, review bank reporting packages, and evaluate cash forecasts
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
Support onboarding of new companies into K1 processes and systems
Conduct ad-hoc analysis utilizing financial, operational and sales data, including on site support at portfolio companies
Work directly with deal leads to manage priorities of finance function at portfolio companies

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Bachelor’s degree required, preferably with a focus in Finance or Accounting
8-10 years of Finance/Accounting experience, preferred
Proven track record of going above and beyond with required tasks and managing team at current position
Demonstrated interest in finance and desire to learn
Ability to communicate at various levels of an organization
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

K1 is a leading investment firm focusing on high-growth enterprise software companies globally. K1 seeks to help dynamic businesses achieve successful outcomes by identifying and executing organic and acquisition-based growth opportunities that position its companies as industry leaders. K1 typically invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. K1’s investments vary in the level of ownership in order to meet the needs of entrepreneurs and managers.