Senior Financial Analyst

‎ConnectWise

1d • Hybrid

About The Position

The Senior Financial Analyst is responsible for providing reporting solutions and analysis to senior management and stakeholders across the organization. The analyst will be part of our Financial Planning & Analysis (FP&A) team and will partner closely with business leaders to present insights on performance management, financial planning and strategic planning.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 3+ years of relevant experience
• Strong communication skills
• Advanced Excel and financial modeling skills
• Proficient in budgeting, forecasting, and variance analysis

Nice To Haves

• Experience with Adaptive Planning or similar FP&A systems preferred
• Experience with NetSuite or similar ERP systems preferred

Responsibilities

• Partner with departmental leaders to support financial planning, budgeting, forecasting, and data-driven decision-making. This role will have a particular focus on partnering with IT, Finance, HR, Legal and Facilities leadership.
• Analyze current and historical trends in key performance indicators (KPIs)
• Monitor and interpret financial results to identify business opportunities and risks; advise leadership on recommended actions
• Build and maintain financial models to support strategic initiatives and scenario planning
• Lead components of the annual budgeting process, monthly forecasts, and long-term strategic planning
• Support cross-functional teams with high attention to detail and financial rigor
• Drive process improvements to enhance data integrity and reporting accuracy
• Assist in evaluating the financial impact of strategic initiatives and M&A opportunities
• Collaborate with manager to cascade approved budgets across the organization and address inquiries

Benefits

• Equal Opportunity Employer, dedicated to building a diverse and inclusive workforce and providing a workplace free from discrimination and harassment.
• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior