Role Description The Director of Corporate FP&A will lead our corporate financial planning and analysis function, managing a small team. This role is responsible for expense planning, Board reporting, and forecasting financial statements (P&L, Balance Sheet, and Cash Flow) for ConnectWise. The Director will oversee annual planning, monthly updates, and long-term forecasting, while facilitating impactful reporting for the executive leadership team. This position requires strong leadership, excellent project management skills, and a clear understanding of accounting principles. Essential Duties and Responsibilities - Lead Corporate FP&A Team: Manage and develop a high-performing team, fostering accountability and collaboration. Lead, coach and develop team members. - Expense Planning & Forecasting: Own near-term and long-term forecasting for all three financial statements. Identify key risks and opportunities. - Financial Reporting: Drive monthly reporting, including financial analysis and insights for executive leadership and Board of Directors reporting. - Annual Planning: Oversee corporate planning processes, including expense budgets and long-range financial models. - Support Finance Business Partnering: Provide timely reporting and analysis to enable strong partnerships between Finance and each business function. Collaborate with finance business partners to ensure accurate planning inputs. - Ad Hoc Analysis: Deliver high-quality analysis to support strategic decision-making. - Cross-Functional Collaboration: Work closely to ensure alignment with Accounting and other teams within Finance, and to provide decision-support to the broader organization. - Continuous Improvement: Drives operational and financial process improvement practices to ensure data integrity and optimize utilization of internal resources. Qualifications - Proven track record of managing and developing high-performing teams. - Exceptional organizational skills and ability to manage multiple priorities. - Strong communication skills with the ability to influence stakeholders at all levels. - Strong understanding of accounting principles and financial statement modeling. - Attention to detail to ensure accuracy in reporting. - Ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced environment. - Advanced Excel proficiency. - Experience with FP&A systems (Adaptive Planning preferred but not required). Requirements - Bachelor’s degree in Finance, Accounting, or related field; MBA or CPA preferred. - 8+ years of progressive FP&A experience, including corporate-level planning and people management experience. Working Conditions - Onsite/Hybrid/Remote depending on location. - 0-10% travel may be required. Equal Opportunity Statement 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.

• Provide strategic/programmatic guidance and portfolio management to stakeholders • Participate in budget formulation and execution processes • Provide briefings and guidance to senior internal and external stakeholders • Develop and use relevant costing data and program analysis techniques to capture financial savings in support of client mission and strategic direction • Capture and/or create required budget requirements, conduct analysis of portfolio/product focused issues, and lead resolution activities as defined by the program outcome objectives • Develop financial management recommendations and associated deliverables (white paper, issues paper, risk assessment, etc.) • Analyze candidate projects the ensure they are appropriately justified, prioritized and structured to yield the expected business value identified • Assist in all aspects of Multi-Year Planning (MYP) activities • Work with stakeholders to coordinate Budget Formulation exercises • Develop leadership briefings to elicit budget or project issue identification, project risks and/or technical issues • Monitor execution year budget figures, ensuring all funds are obligating on time • Lead analysis of budgetary needs, execution of new requirement, and response to budget alignment with mission needs • Work with all team members to analyze changes in requirements and recommend the most expedient solutions in a timely manner • Leverage advanced writing skills to translate complicated issues from multiple information sources into a clear point of view to create a compelling, concise, and well-written narrative • Leverage excellent presentation development skills to prepare meeting agendas and synthesize complex information into succinct visualizations using tools such as PowerPoint.

• Own financial planning and forecasting for the DTC business • Drive efforts to better serve new customer segments, launch new insurance products, and/or partnerships offerings • Apply business judgment and financial insights to drive decision making • Improve the speed and efficiency of our growth • Apply a data-driven analytical approach to influence decision making • Develop and monitor critical financial performance metrics

• Own 1-2 significant projects throughout the summer across one or more of the Strategic Finance subteams (GTM, Ops, etc.) • Contribute to ongoing, ad-hoc projects in partnership with Strategic Finance team members