FP&A Analyst

Kustomer is the industry leading conversational CRM platform perfecting every customer experience. Built with intelligent tools such as AI and Automation, no code-configuration and a connected data platform that unifies data from multiple sources through a single timeline, Kustomer empowers businesses to operate with greater efficiency and deliver more personalized service to customers across any channel, making every interaction more meaningful and memorable. Today, Kustomer is the core platform for some of the leading customer service brands like Ring, Glovo, Away Travel, Priceline and Sweetgreen.

Kustomer was founded in 2015 by serial entrepreneurs Brad Birnbaum and Jeremy Suriel and has raised over $200M in funding backed by leading VCs. Meta announced its intention to acquire Kustomer in 2020 and completed the transaction in 2022. Kustomer joined Meta’s Business Messaging Group to transform the way people and businesses communicate through modern messaging channels. In 2023, Kustomer spun out from Meta as a standalone company backed by original partners, Battery, Redpoint and Boldstart Ventures, who have invested $60M in capital, ensuring Kustomer’s growth and success for many years to come. 

Our Krew is made up of passionate and collaborative people who really care about what they do and the people they help. We look for people who are dedicated to enhancing the customer service experience for everyone involved, as it's the core of what we do. We're growing our business with no plans of slowing down. We actively seek individuals who want to learn and be challenged every day. We have also transitioned to a remote friendly company, with Krew members located throughout the U.S. coming together for Kamp Kustomer each year.

Kustomer’s finance team is seeking an experienced Financial Planning & Analysis Analyst (“FP&A Analyst”) to play an important role in supporting the full range of planning, forecasting and analysis activities. You will report to the Director of FP&A. The FP&A Analyst will work closely with business partners at all levels and functions of the company to drive strategic, financial, and operational plans. In this hands-on role you will be responsible for assisting with all financial planning and analysis activities, including preparation and management of the global annual plan and quarterly financial forecasts, consistent with the Company’s values, strategic plan, and short and long-term goals and objectives.

• Assisting with all planning, budgeting, forecasting, and financial analysis activities

• Updating and reviewing financial models and projections (BS, PL, CF); preparing variance analysis on actual vs. plan/forecast

• Preparing, analyzing, and summarizing financial metrics and key performance indicators (KPIs) reports for use by leadership teams and the Board of Directors

• Providing financial business support to the Engineering, Product, Sales, Marketing and G&A organizations including: monthly budget vs actual analysis, monthly and quarterly expense forecast updates, annual planning, headcount planning and special projects

• Assisting in the modeling of long-range strategic and financial plans

• Helping translate data into actionable business insights, and providing meaning behind financial figures

• Working closely with Accounting to assist with period variance analysis and accruals estimates

• Implementing and managing new tools to streamline processes

• Ad hoc financial modeling and analyses for special projects as needed

• Bachelor's degree in Accounting/Finance, Economics, or related field preferred

• 6+ years of relevant experience in financial modeling, planning and analysis, with a track record demonstrating excellent technical skills

• Venture backed startup, Strategy Consulting Firm and/or Investment Banking experience a plus

• Proven ability to work in cross-functional teams and successfully manage projects to completion

• Mastery of operational and financial modeling 

• Ability to thrive in an unstructured, fast-moving high growth environment, balancing multiple challenging priorities on tight deadlines in a high-pressure environment

• Ability to multitask and prioritize diverse tasks with a proven ability to meet hard deadlines

• Advanced Excel/Google sheets modeling skills and a working knowledge of Salesforce

• Experience developing and monitoring operating and capital budgets and creating insightful, actionable reporting, along with controls

• Ability to discern trends and consider the broad business implications in helping management identify and exploit opportunities to improve performance

• Demonstrated ability to apply financial analysis in solving business problems and integrating financial discipline into operational decision making

• Financial systems and related implementation experience (Zuora, Salesforce, etc.) is a plus

• Advanced understanding of U.S. GAAP, SaaS related metrics and KPIs

Kustomer offers an array of benefits including competitive salaries, stock options, 100% healthcare coverage, 401K, WiFi and Mobile reimbursement, and a generous vacation policy.

Kustomer is committed to bringing together individuals from different backgrounds and perspectives.

We strive to create an inclusive environment where everyone can thrive, feel a sense of belonging, and do great work together.We are proud to be an equal opportunity employer open to all qualified applicants regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, Veteran status, or any other legally protected status.

Kustomer only contacts candidates from company email addresses ending in kustomer.com and does not seek funds from candidates in any circumstances.

Compensation Range: $70K - $120K