Manager Financial Planning

Who We Are:
At KEV, we help school districts eliminate the school finance blind spot. Our platform gives district finance teams real-time visibility and traceability into every dollar collected at the school level; whether it's cash, check, or digital. From field trips to fundraisers, we help them manage every dollar with confidence. More than 26,000 schools across North America trust KEV to manage over $4 billion annually. By unifying payments, accounting, and reporting, KEV simplifies life for bookkeepers, builds trust with parents, and gives finance leaders the oversight their current systems cannot. It's how we help schools stay compliant, reduce risk, and focus on what matters most, student success.

Backed by Five Arrows, the PE arm of Rothschild & Co., KEV is investing more than ever to support K–12 in a world of tighter budgets, rising scrutiny, and fast-changing tech. We're headquartered in Toronto, with offices across North America.

If you're excited by the idea of building tech that protects schools, empowers finance teams, and improves education through better systems, KEV is the place for you.

About the Role
The Finance team is integral to KEV's success, driving planning and decision making through collaboration and expertise. We partner across the organization to deliver annual budgets, forecasting, monthly and weekly variance analysis, KPI reporting and other ad-hoc analysis.

We are looking for a Manager, FP&A, to join our growing team. In this role, you will be responsible for partnering with the GTM organization, helping shape investment decisions, identifying key drivers to grow ARR via New Logo, Cross-selling, Acquisition integration and Renewals. You will also be instrumental in managing and evolving our FP&A tools, and connecting data to insights, planning and performance optimization across the business. You are a self-starter, motivated to make things better through process, automation, tools and data. You are enthusiastic about understanding how our business works, what defines success, and how you can help influence better business outcomes.

How You'll Contribute

• Budgeting and Forecasting:

• Support the budgeting/ forecasting process and monthly variance analysis by building reporting templates, consolidating data and doing analysis on data.

• Create and update financial models including Sales Capacity, Pipeline Funnel, ARR, integrating Operational and Financial KPI's to produce the 3 statements.

• KPI Reporting and Data Analysis:

• Work cross-functionally across the organization to understand data and systems and help build insightful and user-friendly reports for the leadership team.
• Incorporate critical thinking skills in financial analysis, strategic analysis, business modeling to provide robust analysis to support internal stakeholders' decision making
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements and optimization
• Work closely with the accounting team to ensure accurate financial reporting
• Processes
• Identify and drive process improvements, including the creation and automation of standard and ad-hoc reports and dashboards

• Identify and prepare business reporting requirements, validating for accuracy and integrity of the data being collected and reported

• FP&A Systems

• Manage the Adaptive planning/reporting environment, building reporting, integrated modelling, KPI tracking and integrating to Netsuite and our Data Warehouse

• Develop self-serve reporting and dashboards for business owners, including the executive dashboard

Who You Are

• Bachelor's degree in finance, Accounting or related field
• MBA or advanced degree preferred
• 5+ years of experience in Business Consulting, Banking or Financial Planning & Analysis with strong business acumen and excellent communication skills.
• Strong understanding of SaaS metrics, renewal rates, Magic Number, Sales Capacity, and margin analysis
• Skilled in managing financial planning processes including budgeting, forecasting, and modeling and translating complex concepts into clear, actionable reports for management.
• Proficient in analyzing financial performance data to identify trends and opportunities and building models and feasibility studies to support decision-making and growth initiatives.
• Advanced Excel skills required; experience with PowerBI, Salesforce, NetSuite, and FP&A planning tools (preferably Adaptive) is an asset.
• Ability to thrive in a fast-paced environment, prioritize effectively, and meet tight deadlines with accuracy and attention to detail.
• Strong collaboration skills to build partnerships with Accounting, Revenue Operations, Executive leaders and HR for timely, high-quality financial and operational data and business performance management.
• Experienced in preparing financial reports, including business reviews, variance analysis, KPIs, and Board-level reporting.
• Contribute to the design and enhancement of data platforms, dashboards, and analytic solutions to drive insights and continuous improvement.

What We Offer

• Competitive compensation – We believe in rewarding great work with fair, competitive pay.
• Meaningful benefits– Because your well-being matters; both at work and at home.
• Retirement Savings Support – We help you plan for your future with company-matched programs, including RRSP matching in Canada and 401(k) contributions in the U.S.
• Professional development – We invest in your growth with ongoing learning, stretch opportunities, and continuing education, including KEV Academy for onboarding and skill-building, plus KEV University, our online platform offering a wide range of courses.
• Hybrid model – 3 days in the office to collaborate and connect, with flexibility the rest of the week.
• Flexible PTO – Take the time you need to recharge with close to 4 weeks of vacation and a company-wide holiday closure
• Office perks – Enjoy a fully stocked snack bar and occasional catered lunches—because we know that great conversations (and ideas) often start around good food.

Why You'll Love Working at KEV

• Make a real difference every day – At KEV, your work supports children, parents, and schools across North America. We don't just build software, we create solutions that simplify lives and strengthen communities. Our mission is rooted in impact, and every team member plays a vital role in shaping the future of K-12 education.
• The KEV Way – At KEV, you'll never feel stuck in the status quo. You'll be part of a team that's constantly questioning, improving, and innovating—always with one guiding focus: How does this help our schools and the students they serve? It's a culture that challenges you to do your best work while reminding you why it matters.
• Grow with us – We're scaling fast, and so are our people. At KEV, you'll have real opportunities to learn, develop, and shape your career. Whether advancing in your role or exploring a new path, you'll be supported every step of the way.
• Work alongside excellence – You'll be part of a team with integrity who treat their colleagues with respect. who are accomplished but humble, collaborative but accountable. It's a place where you can do your best work while feeling supported and inspired by the people around you.
• Celebrate Community and Culture – At KEV, we connect, recognize, and celebrate our people. Join Club KEV for team-building fun, hear directly from customers in our Voice of Customer Series, stay aligned with Monthly Townhalls, and be inspired by the KEVite Awards, where top contributors are recognized by their peers.

This job description indicates the general nature and level of work expected. It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required by an individual joining the KEV team in this or any other capacity.

KEV Group is pleased to accommodate individual needs in accordance with the Accessibility of Ontarians with Disabilities Act, 2005 (AODA), within our recruitment process. If you require accommodation at any time throughout the recruitment process, please speak with Human Resources or the hiring manager.

KEV Group is an equal opportunity employer who agrees not to discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.

Visit our website for more information and details about working at KEV.