About the role
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!
The Financial Analyst will support strategic decision-making through financial modeling, business-case analysis, and ongoing monitoring of key initiatives. Partnering with the Senior Finance Manager, the analyst will translate financial and operational data into driver-based models, evaluate business scenarios, and prepare clear insights for stakeholders. The role combines project-based analysis with maintenance of established models and tracking of initiative performance. It offers increasing ownership of defined analytical workstreams, with an emphasis on data integrity, transparent assumptions, and documented, repeatable processes.
Essential Duties & Responsibilities:
- Build and maintain driver-based financial models supporting strategic initiatives, partnerships, vendor decisions, and growth opportunities.
- Develop scenario and sensitivity analyses to evaluate financial outcomes, key assumptions, and risks.
- Investigate changes in model outputs and prepare initial conclusions and recommendations for review.
- Track financial results and operating drivers against business-case assumptions, explaining variances and identifying emerging issues.
- Refresh established models and reporting as initiatives evolve, coordinating routine inputs with relevant business partners.
- Support forecasting and multi-year planning projects as needed, including assumption validation and supporting analysis.
- Source, reconcile, and validate financial and operational data across Adaptive, Power BI, NetSuite, and supporting sources.
- Investigate reporting discrepancies, validate definitions and mappings, and coordinate resolution with Finance, BI, and other source owners.
- Maintain model checks, documentation, assumption records, and version controls to strengthen accuracy and shared understanding.
- Improve repeatable workflows to reduce manual effort and rework while preserving transparent calculations and controls.
- Independently gather routine inputs and resolve analytical questions with relevant stakeholders.
- Prepare clear supporting schedules, commentary, and presentation materials for senior finance review.
- Escalate material assumption, methodology, and data issues with a clear explanation of their implications and proposed next steps.
Knowledge, Skills, and/or Abilities Required:
- Relevant experience in FP&A, financial analysis, or another modeling-intensive analytical role.
- Advanced Excel proficiency, including experience with large, interconnected workbooks, structured references, defined names, external links, and refresh controls.
- Experience applying AI tools to improve financial modeling, analysis, and reporting workflows, with sound judgment in validating outputs and maintaining accuracy.
- Strong financial modeling skills, including driver-based forecasts, business cases, and scenario analysis.
- Demonstrated discipline in source-data reconciliation, model validation, troubleshooting, and documentation.
- Ability to interrogate Power BI reports and understand how filters, definitions, and reporting scope affect results.
- Ability to investigate ambiguous issues, organize competing priorities, and distinguish routine corrections from decisions requiring escalation.
- Clear written and verbal communication, including the ability to translate detailed analysis into concise business explanations.
Educational/Vocational/Previous Experience Recommendations:
- Bachelor’s degree in related field or equivalent business experience
- 2-3 years of relevant experience
- Preferred: Hands-on experience building and maintaining complex financial models and reconciling financial data across multiple sources
- Preferred: Experience with SaaS or technology business models
Working Conditions:
- Onsite/Hybrid/Remote 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 talentacquisition@connectwise.com or 1-800-671-6898.