Financial Planning & Analysis Analyst

ECI•Boston, MA

1d•Remote

About The Position

The FP&A Analyst (Revenue Focus) owns forecasting, analysis and reporting of ECI's revenue. The role tracks monthly recurring revenue, bookings, retention and margin across product and service offerings, explains the drivers of results, and provides management with actionable insights. The analyst works closely with Sales, the billing team and the Customer Care Center, with regular exposure to the C-Suite and global department leaders. The position supports revenue planning and reporting, including the annual budget, midyear reforecast and rolling 13-week cash flow forecast. It also partners with developer resources in India on Power BI reporting and collaborates with the FP&A Manager on projects such as M&A diligence and pricing or contract analysis. The role is remote in the US and requires flexibility to travel for business and work beyond normal business hours when necessary.

Requirements

Bachelor's degree in Finance, Accounting, Economics or a related field.
4–5 years of experience in FP&A, financial analysis or a similar role, with demonstrated revenue forecasting and analysis.
Strong understanding of recurring revenue metrics, including MRR, churn, retention and bookings, and of revenue recognition concepts.
Strong knowledge of financial statements and accounting concepts.
Advanced Excel and financial modeling skills, and proficiency in PowerPoint and Word.
Strong analytical and problem-solving skills, with the ability to influence others using reason and data.
Excellent written and verbal communication, including the ability to present complex information to senior leaders and non-finance audiences.
Ability to build relationships with key stakeholders and manage expectations within and across teams.
Self-starter who works well independently and can manage multiple projects with accuracy and consistency in a fast-paced, results-oriented environment.
Ability to handle restricted, confidential, private or personal information.
Ability to work independently with moderate supervision, work under a moderate noise level, travel for business, work beyond normal business hours when necessary, and respond flexibly to multiple work pressures.

Nice To Haves

MBA or CPA.
Experience with Salesforce and an ERP system such as MS Great Plains or similar.
Proficiency in Power BI or a similar reporting tool.
Experience at a managed services provider (MSP) or with private equity sponsors.

Responsibilities

Build and maintain the revenue forecast, including recurring revenue, new bookings, upsell, churn and pricing assumptions, and support the annual budget and midyear reforecast.
Produce monthly recurring revenue trend analysis and present variances to the appropriate teams.
Analyze revenue, margin and profitability by customer, offering and segment, including product versus service, retention and revenue quality metrics.
Compare actual versus forecast revenue, identify root causes of variances, and present findings and recommended actions to management.
Partner with Sales and Sales Operations to connect Salesforce pipeline and bookings data to the revenue forecast.
Work with the billing team and Customer Care Center to confirm billing, contract and revenue data is accurate and timely.
Own revenue inputs to the rolling 13-week cash flow forecast, including billings and collections timing.
Coordinate with developer resources in India to shape Power BI reporting around the firm's evolving strategic needs.
Explain the nuances of ECI's complex offerings and their financial trends to senior management and non-finance stakeholders.
Organize, maintain and document complex revenue models and spreadsheets, and review the work of more junior analysts where needed.
Partner with the FP&A Manager on special projects, including M&A diligence and pricing or contract analysis.