FP&A Data Analyst

Summary

Join New Era Technology's finance team as an FP&A Data Analyst, playing a pivotal role in driving data-driven decisions. You will support revenue tracking, customer reporting, and dashboard automation, consolidating data from multiple systems. This critical role involves analyzing recurring revenue, churn, customer trends, and cost optimization. You will collaborate with various teams, providing actionable insights to improve business performance. The position offers remote work flexibility and career advancement opportunities within a collaborative and innovative environment. New Era Technology is a global technology solutions provider committed to delivering innovation, excellence, and value to its clients.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline
• 10+ years of experience in FP&A or similar data-centric finance roles
• Advanced proficiency in SQL, Power BI, Excel, and Python for automation
• Experience working with ERP systems (preferably Great Plains) and CRM/billing tools like ConnectWise
• Strong understanding of financial metrics, budgeting, forecasting, and MRR/ACV dynamics
• Proven ability to manage and analyze large datasets with high attention to detail
• Excellent analytical, communication, and stakeholder management skills

Responsibilities

• Compile and process monthly data from CRM, ERP (including Great Plains), billing platforms (e.g., ConnectWise), and other systems
• Ensure data consistency, accuracy, and timely availability across reports
• Design and manage complex SQL queries across multiple data sources
• Build and maintain Python-based ETL scripts for automated monthly reporting
• Maintain a centralized customer data cube for internal segmentation and performance analytics
• Oversee dashboard automation and updates using tools such as Power BI or Tableau
• Track and report Monthly Recurring Revenue (MRR) by segments, products, and regions
• Break down MRR into components: New, Expansion, Contraction, and Churn
• Support ACV forecasting and maintain real-time dashboards on customer performance
• Partner with the Transformation Management Office (TMO) to track cost-saving initiatives
• Validate savings from opportunity identification through P&L realization
• Lead customer trend analysis and dashboard ownership
• Identify anomalies and provide actionable insights to improve business performance
• Collaborate with business units to understand data requirements and deliver relevant insights
• Support strategic initiatives with timely and accurate data
• Continuously enhance reporting frameworks to improve efficiency, accuracy, and scalability

Benefits

• Remote work flexibility
• Permanent role with career advancement opportunities
• Collaborative and innovation-driven work environment
• Exposure to global finance operations and transformation projects