FP&A Manager

The Kai Agentic AI Platform is designed to replace fragmented, human-limited workflows with agentic AI systems that can continuously contextualize, assess, reason, and execute security work at machine speed, making human defenders superhuman. Kai is well-funded with $125M raised, trusted by Fortune 500 and Global 1000 companies, and led by experienced founders and a world-class leadership team.

Responsibilities

• Lead the end-to-end annual budgeting and ongoing forecasting processes, developing comprehensive, dynamic financial models that project revenue, expenses, and cash flow.

• Partner with sales and marketing to design, implement, and monitor key Go-To-Market (GTM) metrics such as Customer Acquisition Cost (CAC), Lifetime Value (LTV), pipeline velocity, and sales productivity.

• Collaborate with HR and department heads to manage the company's headcount plan, forecast personnel costs, evaluate the financial impact of hiring decisions, and track actual headcount against budget to ensure alignment with strategic priorities.

• Act as a key liaison for external audits and tax requests, preparing necessary financial schedules, ensuring data integrity, and collaborating with the accounting team to address inquiries from auditors and tax advisors, ensuring smooth compliance.

• Provide actionable insights and variance analysis to senior leadership, translating complex financial data into clear recommendations that drive strategic business decisions.

Requirements

• 5+ years of experience in relevant finance roles (investment banking, accounting, or corporate finance).

• Exceptional financial modeling skills with advanced proficiency in Excel.

• Experience with modern Finance ERP systems.

• Deep understanding of GAAP, financial statements, and corporate finance principles.

• Familiarity with SaaS or enterprise software GTM metrics.

• Excellent communication and cross-functional collaboration skills.

• A proactive, problem-solving mindset with the ability to thrive in a fast-paced, dynamic startup environment.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

• CPA or CFA designation (optional but preferred).

Benefits

• Generous compensation package including highly competitive salaries, equity options, and a supportive work environment.

Schedule

This is a 5-day per week, in-office role based in San Jose, CA.

Pay

The pay range for this role is $130,000 - $170,000 per year (San Jose Office).