Financial Analyst, Corporate FP&A

ConnectWise

. Build and maintain driver-based financial models for strategic initiatives, partnerships, vendor decisions, and growth opportunities .

Posted 11/11/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, scenario analysis, and data reconciliation, with a strong proficiency in Excel and experience in utilizing AI tools for financial workflows. Capable of effectively communicating insights and recommendations to senior finance stakeholders.

Highest-signal resume keywords

Financial ModelingAdvanced Excel ProficiencyData ReconciliationPower BI AnalysisFP&A Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisDriver-Based ForecastingScenario AnalysisModel ValidationTroubleshootingDocumentationAssumption ValidationSaaS Business ModelsComplex Financial ModelsMulti-Year Planning

Soft Skills

Clear CommunicationOrganizational SkillsAnalytical Problem Solving

Tools & Technologies

Power BIAdaptiveNetSuiteAI Tools

Industry Keywords

FP&AFinancial ModelingVendor DecisionsGrowth OpportunitiesBusiness Cases

About the role

Key responsibilities & impact

Build and maintain driver-based financial models for strategic initiatives, partnerships, vendor decisions, and growth opportunities
Develop scenario and sensitivity analyses to evaluate financial outcomes, assumptions, and risks
Investigate model-output changes and prepare conclusions and recommendations
Track financial results and operating drivers against business-case assumptions, explaining variances and identifying emerging issues
Refresh established models and reporting as initiatives evolve
Support forecasting and multi-year planning projects, including assumption validation and analysis
Source, reconcile, and validate financial and operational data across Adaptive, Power BI, NetSuite, and supporting sources
Investigate reporting discrepancies and coordinate resolution with Finance, BI, and source owners
Maintain model checks, documentation, assumption records, and version controls
Improve repeatable workflows while preserving transparent calculations and controls
Gather routine inputs and resolve analytical questions with stakeholders
Prepare supporting schedules, commentary, and presentation materials for senior finance review
Escalate material assumption, methodology, and data issues with implications and proposed next steps

Requirements

What you’ll need

Relevant experience in FP&A, financial analysis, or another modeling-intensive analytical role
Advanced Excel proficiency, including large, interconnected workbooks, structured references, defined names, external links, and refresh controls
Experience applying AI tools to financial modeling, analysis, and reporting workflows
Strong financial modeling skills, including driver-based forecasts, business cases, and scenario analysis
Discipline in source-data reconciliation, model validation, troubleshooting, and documentation
Ability to interrogate Power BI reports and understand filters, definitions, and reporting scope
Ability to investigate ambiguous issues, organize competing priorities, and determine when escalation is needed
Clear written and verbal communication
Bachelor’s degree in related field or equivalent business experience
2-3 years of relevant experience
Hands-on experience building and maintaining complex financial models and reconciling financial data across multiple sources is preferred
Experience with SaaS or technology business models is preferred

Benefits

Comp & perks

0-10% travel may be required
Equal employment opportunities
Reasonable accommodations for qualified individuals with disabilities
Other benefits and privileges of employment