FP&A Analyst

Position Summary

Magna5 is seeking a motivated and detail-oriented FP&A Analyst to join our Finance team. This role will support financial planning, reporting, business intelligence, sales and pipeline analysis, KPI tracking, cash flow forecasting, commission calculations, and ad hoc business analysis across the organization.

The FP&A Analyst will report directly to the FP&A Manager and work closely with the VP of Finance. This is a high-impact role on a small team, offering broad exposure to executive reporting, sales, operations, service delivery, implementation, accounting, and business performance management.

This is a fully remote position; however, candidates must reside within the United States.

Key Responsibilities

• Business Intelligence: Own and operate dashboards, reporting structures, data mapping, and ongoing maintenance within Datarails to ensure business intelligence reporting remains accurate, timely, and scalable across the organization.
• Financial Modeling: Regular involvement with budgeting and forecasting models and underlying assumptions in close coordination with the VP of Finance and FP&A Manager.
• Cash Flow Modeling: Run, forecast, and manage the company’s 13-week cash flow model, providing visibility into near-term cash expectations and business needs.
• Financial Reporting and Variance Analysis: Detailed analysis on key monthly driving factors of P&L trends with a focus on KPIs around customer retention, balance sheet performance, and sales attainment.
• Sales Analysis and Calculations: Ownership of sales performance trends, board reporting, pipeline management, commission calculations, and creation/facilitation of quota plan documents (QPD’s).
• Order to Cash Reporting: Ownership of closed/won opportunity auditing and tracking of sold but not yet implemented orders, including detailed forecasting, reporting, and collaboration with project management teams. 
• Internal Partnerships: Build partnerships and collaborate with various leaders of the business to support data-driven initiatives and KPI tracking leveraging tools throughout the business (i.e., Salesforce, HubSpot, Halo PSA, etc.)
• Perform ad hoc financial and operational analysis, identify process improvement opportunities, and support special projects as business needs evolve.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field.
• Minimum of 2–3 years of experience in finance, FP&A, accounting, corporate finance, business analytics, sales operations, revenue operations, or a similar analytical role.
• Strong financial analysis, reporting, and modeling skills.
• Advanced proficiency in Microsoft Excel.
• Experience working with recurring reporting, KPI tracking, variance analysis, and business performance metrics.
• Strong attention to detail, accuracy, and follow-through.
• Ability to manage multiple responsibilities, competing priorities, and deadlines.
• Strong written and verbal communication skills, including the ability to explain financial and operational information to non-finance stakeholders.
• Self-starter with a proactive, go-getter mindset.
• Comfortable working independently and collaboratively in a fully remote environment.
• Must reside within the United States.

Preferred Qualifications

• Experience in managed services, technology, telecom, cloud services, cybersecurity, SaaS, or a recurring revenue business model.
• Experience with Datarails, Salesforce, Halo, Power BI, Tableau, SQL, AI Chat Models or similar systems.
• Background in data analytics or experience managing, reconciling, and interpreting large data sets.
• Experience supporting sales analysis, pipeline reporting, sales commissions, quota plan documents, implementation backlog reporting, service delivery KPIs, accounts receivable reporting, cash flow forecasting, or Board-level reporting packages.
• Understanding of P&L drivers, revenue trends, gross margin, EBITDA, operating expenses, pipeline, backlog, working capital, and operational KPIs.
• Interest in process improvement, automation, scalable reporting, and business intelligence.

Ideal Candidate Profile

The successful candidate will be someone who:

• Takes ownership and follows through.
• Thrives in a fast-moving environment where priorities may shift quickly.
• Balances detail-oriented analysis with big-picture business thinking.
• Is curious, analytical, and willing to dig into data to understand the “why.”
• Communicates clearly and professionally across all levels of the organization.
• Enjoys improving processes instead of simply maintaining them.
• Is energized by working on a small team that has a meaningful impact on the business.
• Takes pride in their work while also valuing balance, perspective, and life outside of work.
• Brings a positive, collaborative attitude and is someone others enjoy working with.

Core Competencies

• Financial analysis and modeling
• Budgeting, forecasting, and cash flow planning
• Sales analysis, commissions, and pipeline reporting
• KPI reporting and dashboard management
• Business intelligence and reporting tools
• Data analytics and data integrity
• Cross-functional partnership
• Problem-solving
• Communication
• Accountability
• Continuous improvement

Opportunities

At Magna5, we’ve put thought into what it takes to build a strong and competent team. A team that collaborates and encourages their peers at a company that promotes individual growth, not one that silos them. Magna5 has developed a training program that will allow any member of our team to enhance their education that will enable them to grow their knowledge and mature their skillsets. We provide people with a career path into new technology and senior positions that most companies do not offer.

Hours & Schedule

The Magna5 Support Center operates 24/7. The shift for this position will be M-F 8:00 AM to 5:00 PM.

Work Perks

• Paid time off including paid holidays and floating holidays.
• 100% Remote
• Bonus potential based on individual and company performance
• Highly competitive and flexible medical, dental, and vision benefits plans
• 401(k) with employer match
• Tailored Life and Disability insurance plans
• Full reimbursement for approved professional certification and career enriching opportunities

Magna5 Values

• Win Together – We collaborate with clients and across the Magna5 team to provide complete solutions for every IT challenge.
• Respond Fast – When clients or teammates reach out, we answer with urgency, assembling the needed expertise to provide quick and accurate resolutions.
• Earn Trust – We strive to earn and keep the trust of our clients and teammates through our actions every day, fulfilling every promise we make.
• Stay Transparent – No secrets and no surprises. We respect our clients and one another by providing candid assessments and complete, accessible information.
• Think Ahead – “Good enough” isn’t good enough. We strive to be the best. Our team members are proactive with our problem solving and work to stay on the leading edge of new technologies that drive client success.

What We Do

Magna5 is a rapidly growing IT Managed Service Provider delivering cybersecurity, private and public cloud hosting, backup and disaster recovery and other advanced services from mid-market to enterprise customers nationwide, including leaders within the education, healthcare, government, financial services, manufacturing, and other industry segments. We integrate advancements in technology and processes to drive businesses forward. As a trusted managed services provider, we bring together the right mix of managed IT services, security, and network connectivity, fully managed by our team of experts 24/7/365. Our passion is to help companies function better, faster, and smarter. We offer an exciting and collaborative environment, with growth potential. For more information, visit our website at www.magna5.com.