Financial Planning & Analysis (FP&A) Specialist
Kody is an agentic commerce platform with embedded payments, helping businesses manage payment acceptance, cash flow, customer engagement, and operations.
Funding history
Investors
About Kody
Kody provides an all-in-one commerce and payments platform for businesses with physical locations, particularly hospitality and other brick-and-mortar businesses. Its services include payment acceptance, financial and banking services through partners, cash-flow access via KodyCard, management tools, reporting and analytics, customer tracking, loyalty features, and conversational AI capabilities. Kody supports businesses through web- and app-based technology and offers multiple pricing plans for merchants.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will act as a critical business partner in the Finance team, steering budgeting, forecasting and commercial decision-making. You will build financial models, run monthly management reporting and variance analysis, partner with department heads, analyze payment unit economics and improve FP&A processes through automation.
Requirements
- 3+ years of experience in strategic finance, FP&A, investment banking, private equity or transaction services/M&A advisory
- Advanced financial modelling (three-statement, rolling forecasts) and data analysis
- Proven track record managing financial processes end-to-end across cross-functional teams
- Ability to self-direct in a fast-moving environment
- Excellent presentation and storytelling skills
- Professional fluency in English and Chinese (Mandarin and/or Cantonese)
- Nice to have: ACCA, ACA, CIMA, CFA or CPA
- Nice to have: experience in fintech, cross-border payments, SaaS or banking
- Nice to have: SQL, Power BI, Tableau or cloud ERP/FP&A tools
Responsibilities
- Build, refine and maintain financial models for annual budget, quarterly rolling forecasts and multi-year business plans
- Drive monthly management reporting and perform variance analyses (Actual vs. Budget/Forecast)
- Deliver actionable commercial recommendations to senior leadership
- Partner with department heads to align headcount, budgets and KPIs with company goals
- Analyze TPV, take rates, interchange/scheme fees, gross margins and merchant churn to support pricing and new market evaluations
- Optimize and automate FP&A workflows and data pipelines