Sr. Financial Planning and Analysis Specialist

Join Our Leadership Team at Katsam :

• Sr.
• FP&A Specialist Katsam, a rapidly expanding facilities services company, is seeking a highly strategic and dynamic Sr.
• FP&A Specialist in an exciting opportunity within a private equity–backed organization executing four to five acquisitions annually.
• At Katsam, we are committed to ensuring that all employees share in the company’s long-term success.

About Katsam :

At Katsam, we provide premier sweeping, maintenance, and janitorial services with a focus on excellence, professionalism and high-quality customer service.

Our mission is to Make Every Say Shine by taking care of our team, our clients, and our communities.

We are on an ambitious path to expand from a regional market leader to a national powerhouse through organic growth, technological adoption, and strategic acquisitions.

The Role :

Sr.

FP&A Specialist :

The Sr.

FP&A Specialist reports to the CFO and plays a critical role in financial planning, budgeting, forecasting, and performance analysis, with a strong focus on supporting M&A integration initiatives.

This position partners closely with leadership across Finance, Operations, and Strategy to provide actionable insights, ensure seamless post-acquisition integration, and support strategic decision-making.

Key Responsibilities :

Financial Planning & Budgeting Lead the annual budgeting and quarterly forecasting processes across the organization.

Collaborate with department heads to align financial plans with operational and strategic goals.

Reporting & Analysis Prepare and deliver monthly and quarterly financial reports, including variance and trend analysis.

Track key financial metrics and performance indicators to support data-driven decisions.

Build and maintain financial models to evaluate different business scenarios.

M&A Integration Support Partner with Corporate Development, Accounting, and Operations teams to integrate newly acquired businesses into financial planning and reporting frameworks.

Analyse post-acquisition performance and identify synergies, risks, and optimization opportunities.

Support due diligence and financial modelling efforts for potential acquisitions as needed.

Process & Systems Improvement Enhance financial planning, reporting, and analysis processes to improve efficiency and accuracy.

Assist in the implementation and optimization of financial planning systems and tools.

Why Join Katsam?

Leadership and Impact :

Directly influence the operational success and strategic direction of a growing company.

Collaborative Culture :

Work closely with the CEO and other executives in a role that spans across all functional areas of the business.

Career Development :

Exceptional career growth opportunities as Katsam expands into new markets and geographies.

Company Equity :

Participate in our Equity Plan, sharing in the success and growth of Katsam.

Autonomous Environment :

Thrive in a role that offers a high degree of independence and decision-making authority, without micromanagement.

We’re Looking For :

Strategic thinker with a hands-on approach.

Ability to thrive as an individual contributor while collaborating across teams.

High attention to detail and data accuracy.

Strong problem-solving and critical-thinking abilities.

Comfortable working in a dynamic, fast-paced environment with evolving priorities.

Location :

Based in St.

Louis, MO with occasional travel as needed for company operations and strategic initiatives.

Compensation :

Compensation will be commensurate with experience and includes both bonus and equity components.

Qualifications :

Education : Bachelor’s degree in finance, accounting, economics, or related field; MBA or CPA a plus.

Experience :

5+ years of experience in FP&A, corporate finance, or related areas, preferably with exposure to M&A transactions or post-acquisition integration.

Skills :

Strong financial modelling and analytical skills.

Proficiency in Excel and financial planning systems (e.g., Adaptive Insights, Anaplan, Hyperion).

Exceptional communication skills to present insights and influence stakeholders.

Ability to manage multiple projects and meet deadlines.

Experience working with an enterprise grade ERP Join Us!

If you are a strategic thinker with a passion for collaboration and M&A and a track record of data accuracy and problem solving, we encourage you to apply.

Help us drive operational excellence and grow nationally.

Join Katsam and Make Every Day Shine!

Apply today to become part of Katsam’s future!

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