FP&A Manager

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.

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General Summary:

The FP&A Manager plays a key role in delivering financial insights and reporting solutions to senior management and stakeholders across the organization. As a member of the Financial Planning & Analysis (FP&A) team, this role partners closely with business leaders to support performance management, strategic planning, and data-driven decision-making. With your consent, reference checks will be conducted prior to receiving an offer

Essential Duties and Responsibilities:

• Lead financial planning, budgeting, and forecasting processes for assigned departments

• Partner with departmental leaders to deliver insights that drive strategic and operational decisions

• Monitor and interpret financial results to identify trends, risks, and opportunities; advise leadership on recommended actions

• Analyze current and historical performance metrics and KPIs

• Develop and enhance financial models to support scenario planning and strategic initiatives

• Review work of junior team members; delegate tasks as appropriate

• Improve and maintain planning tools, reporting processes, and forecasting methodologies

• Drive process improvements to enhance data integrity and optimize internal reporting capabilities

• Lead components of the annual budget, monthly forecast, and long-range planning cycles

• Evaluate financial impact of strategic initiatives and M&A opportunities

• Communicate budget assumptions and outcomes across the organization: address stakeholder inquiries

Knowledge, Skills, and/or Abilities Required:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 5+ years of progressive relevant experience

• Strong communication and presentation skills; comfortable engaging with senior executives

• Very strong Excel and financial modeling skills

• Highly proficient in budgeting, forecasting, and variance analysis

• Demonstrated ability to lead projects

• Experience with Adaptive Planning or similar FP&A systems preferred

• Experience with NetSuite or similar ERP systems preferred

Educational/Vocational/Previous Experience Recommendations:

• Bachelor’s degree in Finance, Accounting, Economics, or 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 [email protected] or 1-800-671-6898.