Senior Financial Planning and Analysis Analyst

Summary

Join ConnectWise as a Senior FP&A Analyst and contribute to the company's growth through financial analysis and reporting. Partner with cross-functional teams to provide key reporting and analysis to senior management for strategic planning. This role involves implementing and improving reports and procedures, monitoring reporting results to identify business opportunities and risks, and developing data-driven analyses and KPI metrics. You will participate in the budgeting process, forecasting, and long-term strategic planning, as well as analyzing the financial impacts of strategic initiatives. The position offers a remote or hybrid work option, depending on location.

Requirements

• Ability to manage projects and processes independently with limited supervision
• Advanced knowledge of applicable work area
• Ability to situationally adapt and understand new technology/processes as per business requirements
• Knowledge of US GAAP and company’s financial policy
• Strong communication, time management, and organizational skills
• Knowledge of budgeting concepts, forecasting, and modeling best practices
• Bachelor’s degree in related field or equivalent business experience
• 4+ years of relevant experience

Responsibilities

• Provides support to cross-functional teams, with a high attention to detail
• Researches, analyzes, and documents findings
• May coach and review the work of other team members
• Implements, refines, and improves reports and procedures to optimize planning and forecasting processes
• Monitors and interprets regular reporting results to identify key business opportunities and indicators of risks and advises leadership team on appropriate actions
• Drives operational and financial process improvement practices to ensure data integrity and maximization of internal resources to create a robust internal reporting platform
• Develops data driven analyses and KPI metrics to identify key trends, as well as potential risks and opportunities to optimize business operations
• Participates in month-end, quarter-end, and year-end closing, as assigned
• Participates in annual budgeting process, monthly forecasts, and long-term strategic planning
• Assists with implementation and design of budgeting and forecasting tools
• Analyzes current and past trends in key performance indicators including revenue drivers, operating costs and leading/lagging indicators, and benchmarking analysis
• Reviews proposed budget and forecast submissions from department managers for accuracy and completeness
• Assists in analysis to evaluate financial impacts of strategic initiatives and M&A opportunities

Preferred Qualifications

• MBA or MS
• Industry experience and exposure to Adaptive Planning

Benefits

• Remote or hybrid depending on location
• 0-10% travel may be required