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ConnectWise logo
ConnectWise

A platform of software & services built for TSPs. Follow us for product updates, company news, business advice and more.

Senior Financial Analyst

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 501-1,000Since 1982H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

26 days ago

Salary

0

Seniority

Senior

Bachelor Degree3 yrs expEnglishERP

Job Description

Senior Financial Analyst

ConnectWise

• 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

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

Benefits

  • up to 10% travel

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