Key Facts

Remote From:

Full time

Senior (5-10 years)

English

Hard Skills

Financial Modeling Data-Driven Decision Making Data Integrity Performance Management Variance Analysis Business Intelligence Tools Corporate Financial Reporting Scenario Planning KPI Management Financial Analysis +8 more

Other Skills

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Budgeting
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Forecasting
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Microsoft Excel
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Strategic Planning
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Communication
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Analytical Thinking
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Detail Oriented

Roles & Responsibilities

Bachelor’s degree in Finance, Accounting, Economics, or related field
3+ years of relevant experience
Advanced Excel and financial modeling skills
Proficient in budgeting, forecasting, and variance analysis

Requirements:

Partner with departmental leaders to support financial planning, budgeting, forecasting, and data-driven decision-making
Analyze current and historical trends in key performance indicators (KPIs)
Build and maintain financial models to support strategic initiatives and scenario planning
Lead components of the annual budgeting process, monthly forecasts, and long-term strategic planning

Job description

ConnectWise is an industry and Global leading software company with over 3,000 colleagues in North America, EMEA and APAC. As a community-driven software company dedicated to the success of technology solution providers, our suite helps over 45,000 of our partners manage their businesses better, sell more efficiently, automate service delivery, and remotely control technology so they can consistently deliver amazing customer experiences.

Our company is powered by our connections, our colleagues, and our community. And, we accept all kinds.

Game-changers, innovators, culture-lovers—and humankind.

We invite discovery and debate. We recognize key moments as milestones.

We see you and value you for your unique contributions. Our inclusive, positive culture lays the foundation to ensure every colleague is valued for their perspectives and skills, giving you the choice of how YOU make a difference.

Curious? Read this opportunity to learn how YOU can make a difference at ConnectWise!

The Senior Financial Analyst is responsible for providing reporting solutions and analysis to senior management and stakeholders across the organization. The analyst will be part of our Financial Planning & Analysis (FP&A) team and will partner closely with business leaders to present insights on performance management, financial planning and strategic planning.

Essential Duties & Responsibilities

Partner with departmental leaders to support financial planning, budgeting, forecasting, and data-driven decision-making. This role will have a particular focus on partnering with IT, Finance, HR, Legal and Facilities leadership.
Analyze current and historical trends in key performance indicators (KPIs)
Monitor and interpret financial results to identify business opportunities and risks; advise leadership on recommended actions
Build and maintain financial models to support strategic initiatives and scenario planning
Lead components of the annual budgeting process, monthly forecasts, and long-term strategic planning
Support cross-functional teams with high attention to detail and financial rigor
Drive process improvements to enhance data integrity and reporting accuracy
Assist in evaluating the financial impact of strategic initiatives and M&A opportunities
Collaborate with manager to cascade approved budgets across the organization and address inquiries

Preferred Experience and/or Requirements:

Bachelor’s degree in Finance, Accounting, Economics, or related field
3+ years of relevant experience
Strong communication skills
Advanced Excel and financial modeling skills
Proficient in budgeting, forecasting, and variance analysis
Experience with Adaptive Planning or similar FP&A systems preferred
Experience with NetSuite or similar ERP systems preferred

Working Conditions:

Remote or Hybrid, based on location. EST or CST preferred.
up to 10% travel

ConnectWise is an Equal Opportunity Employer, dedicated to building a diverse and inclusive workforce and providing a workplace free from discrimination and harassment. ConnectWise provides equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, religion, age, sex (including pregnancy), sexual orientation, gender, gender identity or expression, ancestry, national origin, citizenship status, physical or mental disability, genetic information, military/veteran status, marital status, familial or parental status, or any other characteristic or status protected by applicable federal, state and local laws.

The statements above are intended to describe the general nature and level of work being performed by individuals assigned to this job. Other duties may be assigned as needed. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job and/or to receive other benefits and privileges of employment. If you need a reasonable accommodation for any part of the application and hiring process, please contact us at talentacquisition@connectwise.com or 1-800-671-6898.