Financial Planning & Analysis Analyst

ECI•Madison, WI

11h

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 factors driving results, and provides management with actionable insight. 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 role also contributes to how ECI reports and forecasts revenue. The position is based in Milwaukee, Wisconsin, or Madison, Wisconsin, and is part of the Finance department. It calls for independent work with moderate supervision, flexibility in a fast-paced environment, and the ability to travel for business and work beyond normal business hours when necessary. ECI describes itself as a global provider of managed services, cybersecurity, and business transformation for mid-market financial services organizations, serving more than 1,000 customers worldwide.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field.
Four to five or more years of experience in FP&A, financial analysis, or a similar role, including 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.
Proficiency in PowerPoint and Word, and in Power BI or a similar reporting tool.
Strong analytical and problem-solving skills, with the ability to influence others using reason and data.
Excellent written and verbal communication skills, 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 accurately and consistently 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.
Ability to sit for extended periods and use hands and fingers to operate a computer keyboard, mouse, power tools, and other computer components.

Nice To Haves

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

Responsibilities

Build and maintain revenue forecasts, 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 appropriate teams.
Analyze revenue, margin, and profitability by customer, offering, and segment, including product versus service and retention and revenue-quality metrics.
Compare actual revenue with forecasts, identify variance root causes, 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 ensure 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 complex offerings and their financial trends to senior management and non-finance stakeholders.
Organize, maintain, and document complex revenue models and spreadsheets, and review more junior analysts' work where needed.
Partner with the FP&A Manager on special projects, including M&A diligence and pricing or contract analysis.