Kayee L.

✨ Newly Added

FP&A Manager

Colombia13+ years experienceAvailable in 2 weeks$10,000/mo

Compare at US rates $30,000/mo?

AI Experience

🧠 Claude - Her main AI tool, fully built into her workflow. She uses it to map and audit complex inherited financial models, simplifying formulas to prevent errors. She runs automated workflows through a dedicated Claude project and context file for each client, with custom skills for tasks like dataset matching and CFO-level data review. She also uses it as a research and brainstorming partner when she's ramping up on a new industry.

Notable Highlight

Kayee's standout approach involves working with Claude to isolate each client in a separate project with a dedicated context file covering business, contacts, and goals, preventing cross-client data mixing. She builds custom skills-such as dataset matching and "fractional CFO" review-to automate workflows. She also leverages Claude to map and audit messy spreadsheets before cleaning up formulas. Additionally, she built 3-statement models from scratch for founders and CFOs and was promoted twice in approximately 18 months to lead an FP&A and accounting team.

Experience Summary

Kayee is a finance professional with approximately 10 years of corporate finance experience, including roughly 7 years in FP&A and a foundation in accounting. She currently serves as an FP&A Manager at a US fractional finance firm, where she partners directly with founders, CEOs, CFOs, and department heads. She builds integrated three-statement models with scenario planning to guide cash runway, burn, hiring, and financing decisions; designs executive dashboards; and runs unit economics, cohort, and customer profitability analysis. Previously, she advanced from FP&A Analyst to Team Lead of FP&A and Accounting at a US finance and accounting firm, where she led a team of three, built unit costing and contribution margin models, and led the migration to a centralized data warehouse. Earlier roles include senior financial analysis at a US accounting firm, financial analysis at a high-growth SaaS company (cohort, net revenue retention, CAC/LTV, and forecasting work), sales and purchasing administration at a consumer products company during its NetSuite migration, multi-entity FP&A and accounting for a corporate group in Colombia, and staff accounting at a US CPA firm. She has worked across e-commerce and consumer goods, SaaS, healthcare, and manufacturing. She holds a Bachelor's in Business Administration with an emphasis in Accounting from California State University, Los Angeles, and speaks fluent English, native Mandarin, Cantonese, and Hakka, and working-level Spanish.

Key Achievements

Promoted twice in approximately 18 months from FP&A Analyst to Team Lead of FP&A and Accounting, leading a team of three across multiple client deliverables.
Built and maintained three-statement financial models from scratch with dynamic scenario planning used by founders to inform runway, hiring, and financing decisions.
Led transition to a centralized data warehouse, using SQL to clean and analyze large datasets for improved reporting accuracy.
Built unit costing and contribution margin models at the product-line level, enabling dynamic COGS and profitability analysis.
Streamlined month-end close cycles and automated payroll and invoicing approval workflows in Airtable, eliminating manual follow-ups.
Supported ERP migration to NetSuite, including data migration and system testing.
Delivered scenario-based analysis to the CEO identifying cost-cutting levers for downside cases and growth initiatives for upside cases.

Skills

Tools:

NetSuite
QuickBooks
Sage
Bill.com
SaasAnt
Expensify
Deel
Gusto
HiBob
Google BigQuery
SQL
Power BI
Looker Studio
Airtable
Claude

Industries:

E-commerce and consumer goods
SaaS
Healthcare
Manufacturing
Finance and accounting services

Skills:

Three-statement modeling and scenario planning
Cash flow forecasting and management
Budgeting process design and budget vs actual variance analysis
Unit economics
cohort and customer profitability analysis
KPI and executive dashboard design
Month-end close
consolidation and multi-entity intercompany reconciliation
GAAP compliance and internal controls
Data migration and ERP implementation support
Finance workflow automation and process improvement
Team leadership and stakeholder management
Financial Modeling
Scenario Planning
Cash Flow Analysis
Managerial Financial Analysis
Unit Economics
Variance Analysis
KPI Analysis
3-Statement Models
Cohort Analysis
Trend Analysis
Cash Flow Forecasting
Budget Design
Data Warehouse Management
SQL
Multi-Source Data Integration
Visualization
GAAP Compliance
Financial Statement Consolidation
Month-End Close
Internal Controls Implementation
Ledger Management
Historical Data Migration
ERP Integration
Depreciation Schedules
Amortization
Intercompany Reconciliation
Workflow Design
SOP Development
Cross-Functional Collaboration
Process Optimization
Executive Presentations
Multi-Customer Project Management
Automation Initiatives
QuickBooks
Google BigQuery
Power BI
Looker Studio
Airtable
Bill.com
SaasAmt
Dcel
Gusto
Expensify
Sage
Netsuite
Lacerte
HiBob
EasyACCT
AME Payroll
Worldoffice
Sitigi
Office Ally
SDS Distribution
AI-Driven Solutions
Cohort Economics
Customer Profitability
Unit Costing
Contribution Margin Analysis
Data Automation
Process Bottleneck Analysis
Scenario-Based Analysis
Risk Management
Payroll Processing
Invoicing Automation
Accounts Payable
Accounts Receivable

Work Experience

FP&A Manager

FF · Delaware, NJ / United States · Oct 2025 - Present

Build integrated three-statement financial models with dynamic scenario planning, enabling founders to evaluate cash runway, burn rate, hiring decisions, and financing needs while supporting strategic decision-making.
Design executive dashboards and financial reporting for multiple operational and financial platforms, delivering actionable insights into revenue, profitability, customer performance, and key business drivers.
Develop advanced financial analysis, including unit economics, cohort analysis, customer profitability, and sales performance reporting, improving forecasting accuracy and supporting pricing, resource allocation, and growth initiatives.
Partner with founders and cross-functional stakeholders to evaluate strategic initiatives, identify operational inefficiencies, and recommend actions to improve financial performance and long-term scalability.
Collaborate on the development and testing of AI-driven solutions for finance functions, training models and validating outputs to improve workflow efficiency and support higher-value financial analysis.

Team Lead FP&A and Accounting

a previous company · Los Angeles, CA / United States · Apr 2025 - Sep 2025

Designed and maintained cash flow and departmental reporting, including sales performance, pricing strategy, and inventory analysis, while automating data integration across multiple platforms to reduce manual reporting and deliver timely, actionable insights for strategic decision-making.
Built unit costing and contribution margin models that analyzed component-level costs by product line, enabling dynamic COGS, profitability, and financial metric calculations driven by key business drivers. Improved forecasting accuracy, supported scenario analysis, and informed strategic planning.
Led data automation initiatives, including the transition to a centralized data warehouse, leveraging SQL to clean, organize, and analyze large datasets to improve reporting accuracy and accessibility.
Drove operational efficiency by identifying process bottlenecks, streamlining workflows, implementing process controls, and partnering with cross-functional teams to deploy automation solutions, resulting in faster month-end close cycles and improved data accuracy.
Led a team of three, managing automation initiatives, setting project priorities, and fostering cross-functional collaboration to balance multiple client deliverables while providing strategic financial analysis and accounting support.

Senior FP&A Analyst

a previous company · Los Angeles, CA / United States · Sep 2024 - Apr 2025

Designed and maintained cash flow and departmental reporting, including sales performance, pricing strategy, and inventory analysis, while automating data integration across multiple platforms to reduce manual reporting and deliver timely, actionable insights for strategic decision-making.
Built unit costing and contribution margin models that analyzed component-level costs by product line, enabling dynamic COGS, profitability, and financial metric calculations driven by key business drivers. Improved forecasting accuracy, supported scenario analysis, and informed strategic planning.
Led data automation initiatives, including the transition to a centralized data warehouse, leveraging SQL to clean, organize, and analyze large datasets to improve reporting accuracy and accessibility.
Drove operational efficiency by identifying process bottlenecks, streamlining workflows, implementing process controls, and partnering with cross-functional teams to deploy automation solutions, resulting in faster month-end close cycles and improved data accuracy.
Led a team of three, managing automation initiatives, setting project priorities, and fostering cross-functional collaboration to balance multiple client deliverables while providing strategic financial analysis and accounting support.

FP&A Analyst

a previous company · Los Angeles, CA / United States · Sep 2023 - Sep 2024

Designed and maintained cash flow and departmental reporting, including sales performance, pricing strategy, and inventory analysis, while automating data integration across multiple platforms to reduce manual reporting and deliver timely, actionable insights for strategic decision-making.
Built unit costing and contribution margin models that analyzed component-level costs by product line, enabling dynamic COGS, profitability, and financial metric calculations driven by key business drivers. Improved forecasting accuracy, supported scenario analysis, and informed strategic planning.
Led data automation initiatives, including the transition to a centralized data warehouse, leveraging SQL to clean, organize, and analyze large datasets to improve reporting accuracy and accessibility.
Drove operational efficiency by identifying process bottlenecks, streamlining workflows, implementing process controls, and partnering with cross-functional teams to deploy automation solutions, resulting in faster month-end close cycles and improved data accuracy.
Led a team of three, managing automation initiatives, setting project priorities, and fostering cross-functional collaboration to balance multiple client deliverables while providing strategic financial analysis and accounting support.

Senior Financial & Accounting Analyst

RB · Anaheim, CA / United States · Jan 2023 - Nov 2023

Drove scenario-based financial analysis to inform strategic planning and risk management, delivering recommendations to the CEO that identified key cost-cutting measures for worst-case scenarios and value-driven growth initiatives to maximize income in best-case scenarios; also analyzed scalability requirements to prepare the company for increased demand while optimizing resources.
Streamlined payroll and invoicing processes by designing and implementing advanced formulas in Airtable, optimizing financial data tracking and calculations across multiple databases. Leveraged Airtable's automation features to set up an approval workflow, automatically notifying team members at each stage, reducing bottlenecks, eliminating manual follow-ups, and ensuring timely approvals for accuracy.

Financial Analyst

TC · Palo Alto, CA / United States · Jan 2022 - Nov 2022

Performed cohort analysis to understand customer behavior, retention patterns, and lifetime value across cohort groups. Identified key drivers of NRR by analyzing customer expansion revenue, upselling trends, and churn rates, uncovering actionable insights to reduce cancellations and enhance customer satisfaction.
Contributed to the development of forecasting models for contractor cost projections and compensation strategies, ensuring alignment with business goals and operational efficiency, while also assessing payback periods for cohort groups and tracking the CAC/CLTV ratio to measure customer acquisition profitability.
Collaborated with HR and department heads to design reports analyzing hiring trends, recruitment funnel efficiency, and Time to Hire, ensuring talent acquisition strategies were aligned with business revenue goals and customer demand.
Performed variance analysis on staffing and operational expenses, identifying trends and recommending actions to optimize costs and improve resource allocation in a high-growth SaaS environment.

Sales and Purchasing Administrator

SS · Boynton Beach, FL / United States · Jul 2021 - Dec 2021

Financial & Accounting Analyst

a previous company · Rionegro, Antioquia / Colombia · Jul 2019 - Jun 2021

Conducted detailed financial data analysis and supported development of financial models and visual dashboards, directly contributing to CFO-led budget planning, forecasting strategies, and shareholder presentations.
Provided critical support to the leadership team throughout the FP&A process, delivering precise and timely financial reports for internal and external stakeholders, including the Board of Directors, executives, and lenders.
Led optimization of the monthly financial close process, improving efficiency in departmental reporting, multi-entity intercompany and account reconciliations, and driving operational improvements across finance.

Staff Accountant

CCC · San Gabriel, CA / United States · Jan 2018 - Mar 2019

Provided comprehensive accounting services to ensure accurate financial data and compliance, including AP, AR, payroll, bank reconciliations, financial reporting, ad-hoc analysis, general ledger entries, month-end close, Form 1099 filing, Employer's Quarterly Federal Tax Returns (Form 941) filing, and sales tax filing.

Medical Biller | Office Administrator

AM · Arcadia, CA / United States · Jun 2013 - Dec 2017