Financial Planning & Analysis Analyst (FP&A)

Eze Castle Integration, Inc.; Wisconsin; On-site; USD 70,000 - 110,000; Full time

Job summary

ECI is seeking a highly analytical and commercially minded FP&A Analyst to join our Finance organization. This role will provide financial analysis, forecasting, reporting, and decision support to help business leaders understand financial performance and drive profitable growth.

The ideal candidate will have strong FP&A fundamentals with particular experience analyzing revenue, gross profit, forecasts, and business performance.

Qualifications

• Experience in FP&A with forecasting and revenue analysis.
• Ability to develop financial models and dashboards.

Responsibilities

• Support annual budgeting, forecasting, and long-range financial planning processes.
• Develop and maintain financial models supporting revenue, expenses, profitability, and business performance.
• Analyze actual results against budgets and forecasts and identify drivers of variance.
• Assist with recurring forecasts and provide updated outlooks based on performance and trends.
• Support scenario modeling and ad hoc financial analysis for Finance and business leadership.
• Analyze revenue performance, trends, forecast accuracy, and underlying drivers.
• Develop financial analysis around revenue by customer, service, or other dimensions.
• Analyze gross profit and margin performance and identify changes, risks, and opportunities.
• Support revenue forecasting and improve visibility into future revenue performance.
• Partner with Finance and operational teams to understand variances between forecasted and actual revenue.
• Assist with analysis of recurring revenue, project/service revenue, and other revenue streams as appropriate.
• This heavier revenue focus is intentional; FP&A priorities include revenue forecast accuracy and gross-profit reporting.

Job description

Financial Planning & Analysis Analyst (FP&A)

Department: Finance
Location: Milwaukee, WI / Madison, WI
Reports To: Finance Leadership
Employment Type: Full-Time

Position Summary

ECI is seeking a highly analytical and commercially minded Financial Planning & Analysis Analyst to join our Finance organization. This role will provide financial analysis, forecasting, reporting, and decision support to help business leaders understand financial performance and drive profitable growth.

The ideal candidate will have strong FP&A fundamentals with particular experience analyzing revenue, gross profit, forecasts, and business performance. This individual will partner closely with Finance and business leaders to translate financial and operational data into meaningful insights and recommendations.

Position Responsibilities

Financial Planning & Forecasting

• Support annual budgeting, forecasting, and long-range financial planning processes.
• Develop and maintain financial models supporting revenue, expenses, profitability, and business performance.
• Analyze actual results against budgets and forecasts and identify key drivers of variance.
• Assist with recurring forecasts and provide updated outlooks based on business performance and trends.
• Support scenario modeling and ad hoc financial analysis for Finance and business leadership.

Revenue & Profitability Analysis

• Analyze revenue performance, trends, forecast accuracy, and underlying business drivers.
• Develop financial analysis around revenue by customer, service, business area, or other relevant dimensions.
• Analyze gross profit and margin performance and identify significant changes, risks, and opportunities.
• Support revenue forecasting and improve visibility into future revenue performance.
• Partner with Finance and operational teams to understand variances between forecasted and actual revenue.
• Assist with analysis of recurring revenue, project/service revenue, and other revenue streams as appropriate.

This heavier revenue focus is intentional. ECI's internal Finance objectives specifically identify revenue forecast accuracy, license resale revenue/cost accuracy, and gross-profit reporting as FP&A priorities.

Financial Analysis & Reporting

• Prepare monthly and quarterly financial reporting packages.
• Perform budget-to-actual and forecast-to-actual variance analysis.
• Develop dashboards, financial reports, and KPI reporting for Finance and business leadership.
• Identify trends, risks, and opportunities within financial results and clearly communicate key findings.
• Improve reporting processes and help increase the accuracy and usefulness of financial information.

ECI’s culture is all about connection - connection with our clients, our technology and most importantly with each other. In addition to working with an amazing team around the world, ECI also offers a competitive compensation package plus flexible PTO, health benefit eligibility the first of the month, life insurance, pet insurance, 401K and so much more! If you believe you’d be a great fit and are ready for your best job ever, we’d like to hear from you!!

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ECI is an equal opportunity employer. All qualified applicants will receive consideration consistent with applicable law.