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Senior Financial Analyst
ConnectWiseSenior Financial Analyst providing insights for financial planning and analysis at ConnectWise. Partnering with leadership to drive strategic financial initiatives across the organization.
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Comp & perks- up to 10% travel 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
ATS Keywords
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Hard Skills & Tools
financial modelingbudgetingforecastingvariance analysisdata analysisKPI analysisprocess improvementdata integritystrategic planningM&A evaluation
Soft Skills
communicationattention to detailcollaborationadvisoryleadership