Senior Financial Analyst at KeyMark Inc – LIBERTY, South Carolina

The work for this position will be mostly remote. Atlanta area is highly preferred for occasional meetings with the Atlanta-based CFO and occasional travel to KeyMark HQ in the Greenville/Clemson, SC area.

About Keymark

Keymark is a PE-backed software company delivering automation solutions through a combination of resold and owned software. We operate with the discipline and velocity of a high-growth business and are building a world-class finance function to match our ambitions.

About the Role:

KeyMark is seeking a Senior Financial Analyst to serve as a critical engine of our financial planning and analysis function. Reporting to the CFO, you will own the core FP&A processes — from building and maintaining sophisticated financial models to delivering actionable insights that directly shape business strategy. This is a high-visibility, high-impact role for a technically rigorous finance professional who thrives in a fast-paced, PE-backed environment.

Job Duties:

Financial Modeling & Analysis:

• Own and continuously enhance the company's three-statement financial model, including rolling 12-month forecasts, multi-year projections, and scenario/sensitivity analyses
• Build and maintain bottoms-up operating models that tie departmental drivers to P&L, cash flow, and balance sheet outcomes
• Develop and refine SaaS metrics models tracking ARR, MRR, net revenue retention, gross margin, CAC, LTV, and customer cohort performance
• Conduct deep-dive variance analyses comparing actuals to budget and forecast, surfacing root causes and actionable recommendations

FP&A Budgeting:

• Lead the annual budgeting and quarterly reforecasting processes, coordinating with department heads to build accurate, driver-based plans
• Partner closely with Sales, Marketing, Product, and Engineering to develop financial plans that align spending with growth priorities
• Design and maintain dashboards and KPI scorecards that give leadership a real-time pulse on business performance
• Support pricing analysis, headcount planning, and ROI evaluation of strategic investments

Reporting & Investor Relations:

• Prepare monthly and quarterly financial reporting packages for internal leadership, PE sponsors, and lenders — ensuring accuracy, timeliness, and a compelling narrative
• Support the board reporting process, including preparation of board decks, bridge analyses, and management commentary
• Manage PE sponsor data requests, lender reporting, and covenant compliance packages
• Develop ad hoc analyses to support M&A due diligence, capital allocation decisions, and strategic planning initiatives

• 3–6 years of experience in FP&A in a similar quantitative finance role
• Demonstrated expertise building complex, multi-tab financial models from scratch in Excel — three-statement models, DCF, scenario analysis
• Strong understanding of SaaS business mechanics and the metrics that matter in a subscription software context
• Prior experience in a PE-backed company or high-growth software/technology business strongly preferred
• Exceptional analytical rigor — you catch errors before they happen and your models are clean, documented, and audit-ready
• Strong communicator who can translate complex financial data into clear, concise insights for non-finance stakeholders
• Highly organized, self-directed, and comfortable managing multiple priorities in a fast-moving environment

Why KeyMark:

• Highly visible role with direct exposure to senior leadership, PE sponsors, and board-level discussions
• Opportunity to build and shape the FP&A function at a scaling software business
• Collaborative, intellectually curious finance team that values rigor and initiative equally
• Competitive base salary and a strong benefits package at a company that is consistently recognized as a great place to work.

KeyMark Benefits:

• Comprehensive, company paid Training on KeyMark Offerings
• Very competitive Medical, Dental, Vision and Voluntary Benefits
• Retirement Savings Plan/401k with company match
• Flexible Spending Accounts (FSA & HSA)
• Competitive Paid Time Off (PTO)
• Life Insurance
• Family and Medical Leave
• Wellness Programs
• Company Equipment & Cell phone Stipend
• Employees Discounts at a variety of Partner Sites