FP&A Manager

Zofiq Inc.; Florida; Hybrid; USD 110,000 - 150,000; Full time

Job summary

ConnectWise is seeking an FP&A Manager to provide reporting solutions and analysis to senior leadership, partnering with cross-functional teams to illuminate financial and strategic planning. The role emphasizes budgeting, forecasting, and continuous improvement of reporting tools and processes.

Ideal candidates will have a Bachelor’s degree (MBA preferred), 5+ years of experience, and advanced Excel/PowerPoint and financial modeling skills.

Qualifications

• Advanced knowledge of Excel, PowerPoint, and financial modeling software.
• Strong accounting, budgeting, and forecasting knowledge.
• Ability to manage projects and processes independently with limited supervision.

Responsibilities

• Provide reporting solutions and analysis to senior management and stakeholders.
• Partner with cross-functional teams to present insights on performance and planning.
• Develop, refine, and implement tools, reports, and procedures for planning and forecasting.
• Monitor report results and advise leadership on actions based on KPIs and risks.
• Analyze trends in key performance indicators and financial impacts of initiatives.
• Collaborate with leaders to provide regular reporting and financial insights.
• Participate in annual budgeting, monthly forecasts, and long-term planning.
• Improve internal reporting platform and ensure data integrity and resource optimization.
• Explain budget issues to management and propagate approved budgets across the organization.

Skills

Advanced Excel skills

PowerPoint

Financial modeling

Education

Bachelor's degree

MBA or master’s degree preferred

Job description

ConnectWise is an industry and Global leading software company with over 3,000 colleagues in North America, EMEA and APAC. As a community-driven software company dedicated to the success of technology solution providers, our suite helps over 45,000 of our partners manage their businesses better, sell more efficiently, automate service delivery, and remotely control technology so they can consistently deliver amazing customer experiences.

Our company is powered by our connections, our colleagues, and our community. And, we accept all kinds.

Game-changers, innovators, culture-lovers—and humankind.

We invite discovery and debate. We recognize key moments as milestones.

We see you and value you for your unique contributions. Our inclusive, positive culture lays the foundation to ensure every colleague is valued for their perspectives and skills, giving you the choice of how YOU make a difference.

Curious? Read this opportunity to learn how YOU can make a difference at ConnectWise!

General Summary:

The FP&A Manager is responsible for providing reporting solutions and analysis to senior management and stakeholders across the organization. This role works in partnership with cross-functional teams to present insights on business performance and financial and strategic planning.
Essential Duties

Essential Duties and Responsibilities:

• Provides support to cross-functional teams, with a high attention to detail
• Researches, analyzes, and documents findings
• May coach and review the work of other team members
• Implements, refines, and improves tools, reports, and procedures to optimize planning and forecasting processes
• Monitors and interprets regular report results to identify key business opportunities, leading indicators of risks, and advise leadership team on appropriate actions
• Analyzes current and past trends in key performance indicators
• Partners with key leaders across the company providing regular reporting, financial insights, leadership, and support for management decisions
• Participates in annual budgeting process, monthly forecasts, and long-term strategic planning
• Drives operational and financial process improvement practices to ensure data integrity, and maximization of internal resources to create a robust internal reporting platform
• Works with manager to propagate the approved budget throughout the organization and explain issues as requested
• Analyzes financial impacts of strategic initiatives and M&A opportunities

Knowledge, Skills, and/or Abilities Required:

• Ability to manage projects and processes independently with limited supervision
• Advanced knowledge of applicable work area
• Ability to situationally adapt and understand new technology/processes as per business requirements
• Strong organizational, time management, and communication skills
• Advanced knowledge in Excel, PowerPoint, and financial modeling software
• Excellent modeling and analytical skills
• Solid Accounting, budgeting, and forecasting knowledge

Educational/Vocational/Previous Experience Recommendations:

• Bachelor’s degree required in related field or equivalent business experience
• 5+ years of relevant experience
• Preferred: MBA or master's degree in related field

Working Conditions:

• Hybrid/Remote/On-Site depending on location
• 0-10% travel may be required

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.

The statements above are intended to describe the general nature and level of work being performed by individuals assigned to this job. Other duties may be assigned as needed. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job and/or to receive other benefits and privileges of employment. If you need a reasonable accommodation for any part of the application and hiring process, please contact us at [e-mail] or 1-800-671-6898.