KAMRAN & COMPANY

Job Description

FP&A Analyst

Department: Finance | Reports To: CFO | FLSA Status: Exempt

About Kamran & Company

Kamran & Company is a leading commercial foodservice equipment dealer and design-build contractor serving casinos, stadiums, hospitals, and hospitality venues nationwide. With over 34 years of industry leadership and $1B+ in completed project value, we deliver the full lifecycle of commercial foodservice — from specification and design through procurement and installation.

We are a PE-backed platform company with four retail banners and a robust project and contract business. We are growing, and we are building the financial infrastructure to support that growth. This role sits at the center of that work.

Position Summary

The FP&A Analyst is a critical member of the Finance team, responsible for financial planning, budgeting, forecasting, and the analytical processes that keep this business running with discipline and clarity. This role owns the Work-in-Progress (WIP) schedule in partnership with Project Managers, Project Coordinators, and Accounting — ensuring our project financials are accurate, current, and decision-ready at all times.

The right candidate is equally comfortable building a financial model and sitting in a WIP review with a PM who needs help understanding over/under billing. This is not a back-office reporting role. It is a business partner function that bridges Finance and Operations.

Key Responsibilities

WIP Management & Project Financial Oversight

• Own the WIP schedule. Maintain, update, and distribute the weekly WIP report in coordination with Accounting, Project Managers, and Project Coordinators. Ensure every active project has current cost-to-complete (ETC) estimates, accurate billing positions, and reconciled actuals.
• Partner with PMs to get it right. Proactively work with project teams to gather accurate ETC inputs, flag stale or inconsistent data, and ensure PMs understand what the numbers mean for their projects. This is a teaching-and-enforcing role, not just data entry.
• Track over/under billing. Monitor overbilling and underbilling positions across the portfolio and escalate trends that could affect cash flow or revenue recognition.
• Support the weekly WIP review. Prepare materials for and participate in the weekly project review meeting, ensuring data quality and flagging issues before they reach leadership.

Financial Planning & Forecasting

• Lead annual budget construction. Build bottoms-up budgets in partnership with department leaders, grounded in confirmed backlog, probability-weighted pipeline, headcount, and G&A. Own the process start-to-finish.
• Maintain rolling forecasts. Update the forecast monthly based on actual results, backlog shifts, and revised project outlooks. Flag variances early and recommend corrective action.
• Develop financial models to support business decisions, operational improvements, investment cases, and M&A activity as needed.
• Prepare Board and PE materials. Support preparation of monthly and quarterly performance updates for the Board of Directors and private equity ownership, including variance analysis and forward-looking commentary.

Pricing Strategy & Segment Analysis

• Own project-level pricing analysis. Analyze margin performance by project type (design-build, equipment-only, service/install), customer segment (hospitality, gaming, healthcare, institutional), channel, and geography. Identify where the company makes money and where it doesn’t.
• Support pricing strategy by segment. Work with sales and operations leadership to develop and maintain pricing frameworks by project type and segment. Ensure estimates are calibrated to actual margin outcomes, not just historical assumptions.
• Track change order capture. Monitor change order activity across the WIP portfolio. Quantify the revenue impact of uncaptured scope changes and support the development of change order discipline.
• Identify margin expansion opportunities. Flag cost-no-sell patterns, estimating-to-buyout variances, and segment-level margin trends that create opportunities for pricing adjustment or cost recovery.

Reporting & Analytics

• Build and maintain KPI dashboards. Own the monthly KPI package: revenue, gross margin by segment and project type, billing position, AR aging, backlog, and pipeline health.
• Support month-end and year-end close in collaboration with Accounting, ensuring project financials are reconciled and financial statements are accurate.
• Assist with cash flow forecasting and working capital analysis, including DSO/DPO tracking and over/under billing trends.
• Ensure data integrity. Own the accuracy of financial data across NetSuite and Procore. Flag discrepancies and drive resolution.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field required.
• 2–5 years of experience in FP&A, corporate finance, project accounting, or related financial analysis role.
• Strong financial modeling skills with advanced proficiency in Microsoft Excel.
• Experience with ERP systems required; NetSuite strongly preferred.
• Demonstrated ability to communicate financial concepts clearly to non-finance stakeholders.
• Comfortable working directly with project teams and operations leaders — this role requires presence outside of Finance.
• High attention to detail, strong organizational skills, and the ability to manage multiple priorities under deadline.
• Willing to travel to the Santa Barbara, CA office up to twice a month.

Preferred Qualifications

• Experience in construction, contracting, or project-based businesses with WIP or percentage-of-completion accounting.
• Familiarity with Procore or comparable project management platforms.
• Food service equipment or commercial construction industry background.
• CFMA membership or CCIFP certification (or interest in pursuing).

Our Core Values — RACE

At Kamran & Company, everything we do is guided by four values that define how we work and how we treat each other.

• Responsiveness. We respond — to clients, to vendors, to each other. Speed of response is not a courtesy; it is a competitive advantage and a reflection of how seriously we take our commitments.
• Accountability. We own our work and our results. Every deliverable has a name and a date. When something goes wrong, we diagnose and fix it — we don’t deflect.
• Collaborative. We win as a team. Finance doesn’t sit apart from Operations — we sit alongside them. The best outcomes come from people who share information freely and solve problems together.
• Empathy. We lead with respect for the people around us — teammates, clients, and partners alike. We take time to understand before we act, and we treat people the way we want to be treated.

What Success Looks Like

In the first 90 days, a successful FP&A Analyst will:

• Have full command of the WIP schedule with no gaps, stale entries, or unresolved discrepancies.
• Have built working relationships with assigned Project Managers and know the status of every major active project.
• Delivered at least one segment-level margin analysis identifying actionable pricing or cost opportunities.
• Be fully operational in NetSuite and Procore with minimal hand-holding after onboarding.
• Have contributed meaningfully to the monthly financial reporting package reviewed by leadership.

Kamran & Company is an equal opportunity employer. We are committed to building a team that reflects the communities we serve.