Financial Analyst, Corporate FP&A

🔥 15 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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ConnectWise

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1982

☁️ SaaS

🔒 Cybersecurity

🏢 Enterprise

💰 $585k Seed Round on 2019-06

SaaS • Cybersecurity • Enterprise

ConnectWise is a leading provider of software and services for managed service providers (MSPs), offering solutions designed to automate and streamline operations in IT management, cybersecurity, and business management. Their Asio platform is purpose-built for MSPs, delivering tools for unified monitoring and management, cybersecurity, data protection, and business management. ConnectWise provides services like professional services automation, remote monitoring and management (RMM), quote and proposal automation, IT documentation, and financial management among others. Through partnerships and integrations with top-rated vendors, ConnectWise enhances its offering for IT service management. The company also hosts industry events and provides community support to foster growth and innovation in the MSP sector.

📋 Description

• Build and maintain driver-based financial models for strategic initiatives, partnerships, vendor decisions, and growth opportunities • Develop scenario and sensitivity analyses to evaluate financial outcomes, assumptions, and risks • Investigate model-output changes and prepare conclusions and recommendations • Track financial results and operating drivers against business-case assumptions, explaining variances and identifying emerging issues • Refresh established models and reporting as initiatives evolve • Support forecasting and multi-year planning projects, including assumption validation and analysis • Source, reconcile, and validate financial and operational data across Adaptive, Power BI, NetSuite, and supporting sources • Investigate reporting discrepancies and coordinate resolution with Finance, BI, and source owners • Maintain model checks, documentation, assumption records, and version controls • Improve repeatable workflows while preserving transparent calculations and controls • Gather routine inputs and resolve analytical questions with stakeholders • Prepare supporting schedules, commentary, and presentation materials for senior finance review • Escalate material assumption, methodology, and data issues with implications and proposed next steps

🎯 Requirements

• Relevant experience in FP&A, financial analysis, or another modeling-intensive analytical role • Advanced Excel proficiency, including large, interconnected workbooks, structured references, defined names, external links, and refresh controls • Experience applying AI tools to financial modeling, analysis, and reporting workflows • Strong financial modeling skills, including driver-based forecasts, business cases, and scenario analysis • Discipline in source-data reconciliation, model validation, troubleshooting, and documentation • Ability to interrogate Power BI reports and understand filters, definitions, and reporting scope • Ability to investigate ambiguous issues, organize competing priorities, and determine when escalation is needed • Clear written and verbal communication • Bachelor’s degree in related field or equivalent business experience • 2-3 years of relevant experience • Hands-on experience building and maintaining complex financial models and reconciling financial data across multiple sources is preferred • Experience with SaaS or technology business models is preferred

🏖️ Benefits

• 0-10% travel may be required • Equal employment opportunities • Reasonable accommodations for qualified individuals with disabilities • Other benefits and privileges of employment

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