Director, FP&A

Overview

Connect Wise 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 Connect Wise!

The Director of Corporate FP&A will lead our corporate financial planning and analysis function, managing a small team. This role is responsible for expense planning, Board reporting, and forecasting financial statements (P&L, Balance Sheet, and Cash Flow) for Connect Wise. The Director will oversee annual planning, monthly updates, and long-term forecasting, while facilitating impactful reporting for the executive leadership team. This position requires strong leadership, excellent project management skills, and a clear understanding of accounting principles.

• Lead Corporate FP&A Team:
  Manage and develop a high-performing team, fostering accountability and collaboration. Lead, coach and develop team members.
• Expense Planning & Forecasting:
  Own near-term and long-term forecasting for all three financial statements. Identify key risks and opportunities.
• Financial Reporting:
  Drive monthly reporting, including financial analysis and insights for executive leadership and Board of Directors reporting.
• Annual Planning:
  Oversee corporate planning processes, including expense budgets and long-range financial models.
• Support Finance Business Partnering:
  Provide timely reporting and analysis to enable strong partnerships between Finance and each business function. Collaborate with finance business partners to ensure accurate planning inputs.
• Ad Hoc Analysis:
  Deliver high-quality analysis to support strategic decision-making.
• Cross-Functional Collaboration:
  
  Work closely to ensure alignment with Accounting and other teams within Finance, and to provide decision-support to the broader organization.
• Continuous Improvement:
  Drives operational and financial process improvement practices to ensure data integrity and optimize utilization of internal resources.

• Proven track record of managing and developing high-performing teams.
• Exceptional organizational skills and ability to manage multiple priorities.
• Strong communication skills with the ability to influence stakeholders at all levels.
• Strong understanding of accounting principles and financial statement modeling.
• Attention to detail to ensure accuracy in reporting.
• Ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced environment.
• Advanced Excel proficiency.
• Experience with FP&A systems (Adaptive Planning preferred but not required).

Bachelor’s degree in Finance, Accounting, or related field; MBA or CPA preferred. 8+ years of progressive FP&A experience, including corporate-level planning and people management experience.

Onsite/Hybrid/Remote depending on location

0-10% travel may be required

Connect Wise is an Equal Opportunity Employer, dedicated to building a diverse and inclusive workforce and providing a workplace free from discrimination and harassment. Connect Wise 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 tale or