FP&A Manager

About the role

K1x is building out its finance function to support its next stage of growth. This is a newly created FP&A Manager role that will play a central part in bringing rigor, forecasting discipline, and investor-grade reporting to a fast-scaling, PE-backed SaaS business.

What You'll Do

• Own the annual budgeting process and rolling forecasts, partnering with department leaders across Sales, Customer Success, Product, and G&A
• Build and maintain financial models covering revenue, unit economics, headcount, and cash runway to support board- and investor-level decision making
• Prepare recurring board and investor reporting packages, including key SaaS metrics such as ARR, net revenue retention, CAC/LTV, gross margin, and burn multiple
• Deliver monthly variance analysis (actuals vs. budget vs. forecast) with clear, actionable commentary for leadership
• Support scenario planning and ad hoc analyses tied to growth initiatives, pricing, and resource allocation
• Help stand up and improve FP&A tools, systems, and processes as the finance function scales post-investment
• Partner with the CEO, CFO, and executive team on materials for board meetings, investor updates, and potential M&A activity
• Partner closely with Accounting on close-related deliverables (revenue recognition, reconciliations, month-end close) so forecasts tie cleanly back to reported actuals — K1x is concurrently building out this side of the finance team

Requirements

• 3-6 years of relevant experience, ideally from private equity, investment banking, or a transaction advisory practice (e.g., PwC, KPMG, Deloitte, EY, Grant Thornton, RSM, Baker Tilly, CBIZ), or comparable in-house FP&A experience
• Strong financial modeling, valuation, and analytical skills, with advanced proficiency in Excel
• Demonstrated ability to translate complex financial data into clear narratives for non-finance stakeholders and senior leadership
• Comfort operating in a fast-paced, high-growth, PE-backed environment with evolving processes
• Bachelor's degree in Finance, Accounting, or related field; CFA, CPA, or MBA a plus
• Familiarity with SaaS/subscription business metrics; NetSuite experience a strong plus, as it's K1x's system of record for accounting and finance

Benefits

• Competitive compensation and equity participation
• Comprehensive medical, dental, and vision coverage
• Flexible PTO and company-recognized holidays
• Fully remote work environment
• 401(k) program
• Paid parental leave

Why K1x

• Industry-leading AI platform trained on over one million K-1 documents and a proprietary data moat competitors cannot easily replicate
• Opportunity to help define and lead a rapidly evolving category within private markets tax technology
• High-impact role with direct influence on company growth, market positioning, and product strategy
• Collaborative, execution-focused culture built for operators and builders
• Competitive compensation, equity participation, and comprehensive benefits package