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 Senior FP&A Manager drives strategic decision-making by delivering actionable insights and financial guidance to Sales and Marketing leadership. This role leads planning, forecasting, and performance analysis to support revenue growth and operational efficiency. With your consent, reference checks will be conducted prior to receiving an offer
Essential Duties and Responsibilities:
- Partner with Sales and Marketing to deliver financial planning, budgeting, and forecasting aligned with business goals
- Provide actionable insights through reporting and analysis of KPIs, trends, and performance drivers
- Lead monthly forecast updates, annual budget cycles, and long-range planning
- Support strategic initiatives, including go-to-market strategies
- Develop and enhance reporting tools and dashboards to improve decision-making
- Identify risks and opportunities, and advise leadership on mitigation strategies
- Collaborate cross-functionally to ensure alignment and data integrity
- Mentor junior team members and contribute to a culture of continuous improvement
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.
- Ability to manage large projects and processes independently with limited supervision
• Recognized subject matter expert of applicable work area
• Ability to situationally adapt and understand new technology/processes as per business requirement
• Excellent organizational, time management, and communication skills
• Advanced knowledge in Excel, PowerPoint, and financial modeling software
• Excellent modeling and analytical skills
• Advanced knowledge of accounting, budgeting, and forecasting
• Proven success preparing and executing the annual budgeting cycle across a global organization
Educational/Vocational/Previous Experience Recommendations:
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 8+ years of relevant experience, including experience providing financial support to Sales and/or Marketing departments
- Strong understanding of Sales and Marketing metrics
- Strong communication and executive presentation skills
- Expert Excel and financial modeling skills
- Highly proficient in budgeting, forecasting, and variance analysis
- Experience with Adaptive Planning or similar FP&A systems
- MBA, CPA or CFA preferred but not required
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 [email protected] or 1-800-671-6898.
