Analyst, Finance Operations

Position Summary:

K1 is seeking an Analyst, Finance Operations to join the FP&A team at our office located in Manhattan Beach, CA! We are seeking a candidate with strong analytical and communication skills, a hunger to learn, the capacity to multi-task, and the ability to work as part of a team. You will work together with K1 investment teams to provide insights on portfolio company performance and trends. You will interact with finance leaders and act as a consultant to bring best practices to bear in order to guide and support people, process, and system improvements at our growing portfolio companies. 

Key Responsibilities:

• 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 others on the FP&A 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
• Assist in the ongoing improvement of K1 reporting practices; enhancing the quality of information provided and the efficiency of its production through process and system improvements
• Conduct ad-hoc analysis utilizing financial, operational, and sales data
• Establish and maintain relationships with finance teams of the portfolio companies

Requirements:

• Bachelor’s degree required, preferably with a focus in Finance or Accounting
• First generation college students are encouraged to apply
• 0-2 years of Finance/Accounting experience, preferred
• Proven track record of going above and beyond on with required tasks at current position or educational institution
• Demonstrated interest in finance and desire to learn
• Ability to communicate at various levels of an organization and build relationships with stakeholders
• 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

Perks:

• Unlimited PTO, plus holidays
• 401(k) plans & profit sharing
• Health & dental benefits
• Lunch provided daily in office
• Company and team outings
• Volunteer opportunities and intramural K1 sports teams

About K1:
K1 is one of the largest investors in small-cap enterprise software companies, with over $20 billion AUM.
Headquartered in Manhattan Beach, California, the firm partners with innovative management teams to build category leaders that deploy AI-powered, mission-critical systems of record for enterprise clients globally.
Through its affiliate, K1 Operations LLC, the firm supports portfolio companies in accelerating growth – both organically and inorganically – by focusing on leadership development, technological innovation, and operational excellence.
Dedicated to transforming industries, K1 has collaborated with over 250 enterprise software companies since inception.

As of the date of this posting, K1 Investment Management, LLC reasonably expects to pay $85,000 annually, plus a competitive bonus structure for the position of FP&A Analyst.