Kelly Waters, Cma
About Kelly Waters, Cma
Kelly Waters is a Manager of Financial Planning and Analysis (FP&A) at Forterro, with a diverse background in finance and management across various industries. She has held several positions in companies such as Camunda, Zayo Group, and Guaranty Bank & Trust, and has experience in the SaaS software and telecommunications sectors.
Current Role at Forterro
Kelly Waters serves as the Manager of Financial Planning and Analysis (FP&A) at Forterro, a position she has held since 2024. In this role, she operates in a hybrid work environment based in Munich, Bavaria, Germany. Kelly leads a team of three, focusing on the Central Europe Region within a private equity-backed context. Her responsibilities include analyzing financial data, developing strategic insights, and supporting critical business decisions.
Previous Experience in FP&A
Prior to her current role, Kelly Waters gained extensive experience in financial planning and analysis. She worked as a Senior FP&A Analyst at Camunda from 2021 to 2024, and before that, she served as an FP&A Analyst at Zayo Group from 2018 to 2019. Her experience in these roles involved collaborating with executive and management teams to facilitate informed business decisions, particularly in the SaaS software and telecommunications sectors.
Educational Background
Kelly Waters holds a Bachelor of Business Administration (B.B.A.) with a focus on Corporate Finance and Investment Analysis from Colorado State University, where she studied from 2015 to 2018. Additionally, she earned an Associate of Arts (A.A.) degree from Front Range Community College between 2011 and 2015. She also studied German Language and Culture at Zentrum für Deutsche Sprache und Kultur from 2019 to 2020.
Early Career Experience
Kelly began her career in various roles that provided foundational skills in customer service and operational management. She worked as an Assistant Manager at The Wendy's Company from 2008 to 2012 and as a Shift Supervisor at McDonald's Corporation from 2009 to 2010. Additionally, she held positions as a Bank Teller and HPC Captain at Guaranty Bank & Trust from 2012 to 2017, and as a Digital Ambassador Intern at Western States Bank in 2017.
Skills and Interests
Kelly Waters enjoys finding creative solutions to critical business challenges and thrives in fast-paced environments. Her expertise in financial analysis and strategic decision-making is complemented by her experience in the SaaS and telecommunications industries, where she has effectively partnered with go-to-market executive and management teams.