Senior FP&A Analyst

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 FP&A Analyst is responsible for providing financial analysis and reporting that contributes to the growth of the department and the organization. This role works in partnership with cross-functional teams to provide key reporting solutions and analysis to senior management for strategic planning.  This is an opportunity to work with a growing team in a hybrid environment. If you like a fast-paced environment with a great team, this is for you.  The role will have exposure to CFO and other executive members.  The team is close knit, and we make sure to have fun while working hard too.   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.  ConnectWise was recognized at one of the top Places to Work in 2023!

Essential Duties and 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

Knowledge, Skills, and/or Abilities Required:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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

Educational/Vocational/Previous Experience Recommendations:

• Bachelor’s degree in related field or equivalent business experience
•  4+ years of relevant experience
•  Preferred: MBA or MS
•  Preferred: Industry experience and exposure to Adaptive Planning

Working Conditions:

• Hybrid - Tampa Headquarters
• 0-10% travel may be required 

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 [email protected] or 1-800-671-6898.