FP&A Data Analyst

About Us

Job Summary

Key Responsibilities

• Data Consolidation & Quality:

  • Compile and process monthly data from CRM, ERP (including Great Plains), billing platforms (e.g., ConnectWise), and other systems.
  • Ensure data consistency, accuracy, and timely availability across reports.

• Data Infrastructure & Automation:

  • Design and manage complex SQL queries across multiple data sources.
  • Build and maintain Python-based ETL scripts for automated monthly reporting.
  • Maintain a centralized customer data cube for internal segmentation and performance analytics.
  • Oversee dashboard automation and updates using tools such as Power BI or Tableau.

• MRR & Revenue Analysis:

  • Track and report Monthly Recurring Revenue (MRR) by segments, products, and regions.
  • Break down MRR into components: New, Expansion, Contraction, and Churn.
  • Support ACV forecasting and maintain real-time dashboards on customer performance.

• Cost Optimization Support:

  • Partner with the Transformation Management Office (TMO) to track cost-saving initiatives.
  • Validate savings from opportunity identification through P&L realization.

• Customer Trends & Insights:

  • Lead customer trend analysis and dashboard ownership.
  • Identify anomalies and provide actionable insights to improve business performance.

• Cross-functional Collaboration:

  • Collaborate with business units to understand data requirements and deliver relevant insights.
  • Support strategic initiatives with timely and accurate data.

• Process Improvement:

  • Continuously enhance reporting frameworks to improve efficiency, accuracy, and scalability.

Qualifications

• Bachelor s degree in Finance, Accounting, Economics, or a related discipline.

• 10+ years of experience

  in FP&A or similar data-centric finance roles.
• Advanced proficiency in

  SQL

  ,

  Power BI

  ,

  Excel

  , and

  Python

  for automation.
• Experience working with ERP systems (preferably

  Great Plains

  ) and CRM/billing tools like

  ConnectWise

  .
• Strong understanding of financial metrics, budgeting, forecasting, and MRR/ACV dynamics.
• Proven ability to manage and analyze large datasets with high attention to detail.
• Excellent analytical, communication, and stakeholder management skills.

What We Offer

• Remote work flexibility
• Permanent role with career advancement opportunities
• Collaborative and innovation-driven work environment
• Exposure to global finance operations and transformation projects

Ready to Apply