Financial Planning & Analysis Analyst

Department: Finance
Location: Milwaukee, WI or Madison, WI
Employment Type: Full-Time
Experience: 4–5+ years

Position Summary

The FP&A Analyst (Revenue Focus) owns the forecasting, analysis and reporting of ECI's revenue. You will track monthly recurring revenue, bookings, retention and margin across product and service offerings, explain what is driving results, and give management the insight to act on it. The role works closely with Sales, the billing team and the Customer Care Center, and offers regular exposure to the C-Suite and global department leaders.

We are looking for someone who will leave their mark on how the firm reports and forecasts revenue.

Responsibilities

• Build and maintain the revenue forecast, including recurring revenue, new bookings, upsell, churn and pricing assumptions, and support the annual budget and midyear reforecast.
• Produce monthly recurring revenue trend analysis and present variances to the appropriate teams.
• Analyze revenue, margin and profitability by customer, offering and segment, including product versus service, and the retention and revenue quality metrics for each.
• Compare actual versus forecast revenue, identify root causes of variances, and present findings and recommended actions to management.
• Partner with Sales and Sales Operations to tie pipeline and bookings data in Salesforce to the revenue forecast.
• Work with the billing team and the Customer Care Center to confirm billing, contract and revenue data is accurate and timely.
• Own the revenue inputs to the rolling 13-week cash flow forecast, including billings and collections timing.
• Coordinate with developer resources in India to shape Power BI reporting around the firm's evolving strategic needs.
• Explain the nuances of ECI's complex offerings and their financial trends to senior management and non-finance stakeholders.
• Organize, maintain and document complex revenue models and spreadsheets, and review the work of more junior analysts where needed.
• Partner with the FP&A Manager on special projects, including M&A diligence and pricing or contract analysis.

Requirements

• Bachelor's degree in Finance, Accounting, Economics or a related field; MBA or CPA a plus.
• 4–5 years of experience in FP&A, financial analysis or a similar role, with demonstrated revenue forecasting and analysis.
• Strong understanding of recurring revenue metrics (MRR, churn, retention, bookings) and of revenue recognition concepts.
• Strong knowledge of financial statements and accounting concepts.
• Advanced Excel and financial modeling skills; proficiency in PowerPoint and Word, and in Power BI or a similar reporting tool.
• Experience with Salesforce and an ERP system such as MS Great Plains or similar is preferred.
• Strong analytical and problem-solving skills, with the ability to influence others using reason and data.
• Excellent written and verbal communication, including the ability to present complex information to senior leaders and non-finance audiences.
• Ability to build relationships with key stakeholders and manage expectations within and across teams.
• Self-starter who works well independently and can manage multiple projects with accuracy and consistency in a fast-paced, results-oriented environment.
• Ability to handle restricted, confidential, private or personal information.
• Experience at a managed services provider (MSP) or with private equity sponsors is preferred.

Working Conditions

• Ability to work in an independent environment with moderate supervision.
• Ability to work under a moderate noise level (for example, an open floor with printers, telephones and computers).
• Ability to travel for business and work beyond normal business hours when necessary.
• Ability to be flexible and respond to multiple work…