Senior Financial Planning & Analysis Analyst

Eze Castle Integration, Inc.; Wisconsin; On-site; USD 90,000 - 120,000; Full time

Job summary

Eze Castle Integration, Inc. is seeking a Senior Financial Planning & Analysis Analyst to join our Finance team in Milwaukee, WI / Madison, WI. This role focuses on FP&A, forecasting, reporting, and decision support to drive profitable growth.

The ideal candidate will have 4-5+ years of FP&A experience, strong revenue forecasting and modeling skills, and the ability to translate financial data into actionable insights for business leaders.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4-5+ years of progressive FP&A, corporate finance, financial analysis, or related experience.
• Strong experience with revenue forecasting and revenue analysis.
• Experience with budgeting, forecasting, financial modeling, and variance analysis.
• Strong understanding of P&L statements, revenue, expenses, gross profit, and margin.
• Advanced Microsoft Excel skills and demonstrated financial modeling capability.
• Ability to work with large and complex financial datasets.
• Strong analytical and problem-solving skills with attention to detail.
• Ability to manage recurring reporting and forecasting responsibilities.
• Strong written and verbal communication skills for non-financial stakeholders.
• Ability to work in a fast-paced environment and manage multiple priorities.

Responsibilities

• Support annual budgeting, forecasting, and long-range planning processes.
• Develop and maintain financial models for revenue, expenses, profitability, and performance.
• Prepare recurring forecasts and analyze actuals vs budget/forecast.
• Identify drivers behind variances and communicate findings to leadership.
• Perform scenario and sensitivity analyses for planning decisions.
• Develop revenue forecasts and monitor performance by customer/service/unit.
• Analyze gross profit, margin, and overall profitability for opportunities.
• Partner with Finance, Sales, and operations to improve visibility and forecast accuracy.
• Produce monthly/quarterly reporting and ad hoc analyses for priorities.

Skills

Revenue forecasting

Revenue analysis

Financial modeling

Budgeting

Variance analysis

Advanced Excel

Data analysis

Education

Finance/Accounting degree

Tools

ERP software

Excel

Power BI

SQL

Job description

Senior Financial Planning & Analysis Analyst

Department: Finance
Location: Milwaukee, WI / Madison, WI
Employment Type: Full-Time
Experience: 4-5+ years

Position Summary

ECI is seeking an experienced Senior 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 bring strong FP&A fundamentals with particular depth in revenue forecasting, revenue analysis, profitability, and financial modeling. This individual will partner closely with Finance and business leaders to analyze results, identify trends and risks, improve forecast accuracy, and translate financial and operational data into actionable business insights.

Position Responsibilities

Financial Planning & Forecasting

• Support the annual budgeting, forecasting, and long-range planning processes.
• Develop and maintain financial models for revenue, expenses, profitability, and business performance.
• Prepare recurring financial forecasts and analyze actual performance against budget and forecast.
• Identify key drivers behind financial variances and communicate findings to Finance and business leadership.
• Perform scenario and sensitivity analysis to support business planning and decision-making.

Revenue & Profitability Analysis

• Develop and maintain detailed revenue forecasts and provide insight into underlying revenue drivers.
• Analyze revenue performance by customer, service offering, business unit, or other relevant dimensions.
• Monitor forecast-to-actual revenue performance and identify trends, risks, and opportunities.
• Analyze gross profit, gross margin, and overall profitability to identify opportunities to improve business performance.
• Partner with Finance, Sales, and operational stakeholders to improve revenue visibility and forecast accuracy.
• Support analysis of recurring, project, service, and other applicable revenue streams.

That emphasis closely aligns with ECI's current Finance goals, which specifically reference revenue forecast accuracy, license resale revenue and cost accuracy, monthly financial reporting, and gross profit analysis.

Financial Analysis & Reporting

• Prepare monthly and quarterly financial reporting and management packages.
• Perform detailed budget-to-actual and forecast-to-actual variance analysis.
• Develop financial reports, dashboards, and KPIs that provide greater visibility into business performance.
• Identify meaningful trends within financial and operational data and communicate findings clearly.
• Continually evaluate and improve financial reporting and forecasting processes.
• Conduct ad hoc financial analysis in support of business priorities and leadership requests.

Business Partnership

• Partner with Finance, Accounting, Sales, and operational leaders to understand business performance.
• Translate complex financial information into clear and actionable insights for non-financial stakeholders.
• Provide financial analysis and decision support for business initiatives.
• Develop strong relationships across the organization to improve financial planning and visibility.
• Support Finance leadership on strategic and ad hoc analyses.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
• 4-5+ years of progressive FP&A, corporate finance, financial analysis, or related experience.
• Strong experience with revenue forecasting and revenue analysis.
• Demonstrated experience with budgeting, forecasting, financial modeling, and variance analysis.
• Strong understanding of P& L statements, revenue, expenses, gross profit, and margin.
• Advanced Microsoft Excel skills and demonstrated financial modeling capability.
• Ability to work with large and complex financial datasets.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Ability to independently manage recurring reporting and forecasting responsibilities.
• Strong written and verbal communication skills, including the ability to explain financial information to non-financial stakeholders.
• Ability to work effectively in a fast-paced environment and manage multiple priorities.

Preferred

• Experience within a technology, professional services, managed services, or recurring-revenue business.
• Experience partnering with Sales or operational organizations on revenue forecasting.
• Experience with financial planning, ERP, reporting, or business intelligence platforms.
• MBA, CPA, or other advanced financial credentials are a plus, but not required.

What Success Looks Like

The successful candidate will be able to:

• Improve visibility and confidence around revenue forecasts.
• Clearly explain actual-to-forecast and actual-to-budget variances.
• Identify the business drivers behind changes in revenue, gross profit, and margin.
• Produce accurate and timely financial analysis for leadership.
• Develop trusted partnerships with Finance and business stakeholders.
• Turn financial information into practical, actionable recommendations.

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