ConnectWise

Director, FP&A

ConnectWise

full-time

Posted on:

Location Type: Remote

Location: Florida • United States

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Job Level

Lead

About the role

  • 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.

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.
  • 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).
Benefits
  • ConnectWise is an Equal Opportunity Employer, dedicated to building a diverse and inclusive workforce and providing a workplace free from discrimination and harassment.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningforecastingfinancial reportingfinancial analysisbudgetingfinancial modelingExcelFP&A systemsdata integrityprocess improvement
Soft Skills
team managementcollaborationorganizational skillscommunicationinfluencingattention to detailprioritizationstrategic decision-makingaccountabilitycoaching
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingMBACPA