Financial Planning & Analysis Analyst (FP&A)

Financial Planning & Analysis Analyst (FP&A)
Department: FinanceLocation: Milwaukee, WI or Madison, WIReports To: Finance LeadershipEmployment Type: Full-Time
Position Summary
The FP&A Analyst (Expense Focus) owns the analysis, forecasting and reporting of ECI's operating expenses. You will track spend against budget and forecast each month, explain variances to department leaders, and help the business make better cost decisions. The role offers regular exposure to senior management and department heads across the organization, and the chance to improve how expense data is reported rather than simply fit an existing mold.
Responsibilities

Analyze and summarize operating expense trends by department, vendor and cost category, including headcount, software and subscription, professional services and cost of service.
Support the annual budget, quarterly forecast and midyear reforecast, with a focus on expense and headcount assumptions.
Partner with department heads to build, monitor and update departmental budgets.
Compare actual versus budget and forecast spend, identify root causes of variances, and present findings and recommended actions to management.
Prepare monthly expense reporting packages and ad hoc analyses using Power BI and Excel.
Review accruals, prepaid expenses and recurring vendor charges with Accounting to confirm expenses land in the correct period and account.
Track vendor contracts, renewals and cost-saving opportunities, and flag spend that is trending above plan.
Contribute expense inputs to the rolling 13-week cash flow forecast.
Organize, maintain and document expense models and spreadsheets so others can follow and reuse them.
Identify and implement improvements that make expense reporting and the forecasting process faster and more accurate.
Support special projects, including cost-benefit analysis and M&A integration cost tracking, as needed.

Requirements

Bachelor's degree in Finance, Accounting, Economics or a related field.
2–3 years of experience in FP&A, financial analysis or a similar role, with hands-on expense or cost analysis.
Working knowledge of financial statements and accounting concepts, including accruals and expense recognition.
Advanced Excel skills; proficiency in PowerPoint and Word. Experience with Power BI or a similar reporting tool is a plus.
Experience with an ERP system such as MS Great Plains or similar is preferred.
Strong quantitative and analytical skills, with attention to detail and a high degree of accuracy.
Ability to explain financial concepts clearly to people without a finance background, and to influence others with reason and data.
Strong organizational skills, and written and verbal communication.
Self-starter who works well independently and as part of a team, and can manage multiple projects 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 pressures.
Sitting for extended periods of time.
Dexterity of hands and fingers to operate a computer keyboard, mouse, power tools, and to handle other computer components.

ECI’s culture is all about connection - connection with our clients, our technology and most importantly with each other. In addition to working with an amazing team around the world, ECI also offers a competitive compensation package plus flexible PTO, health benefit eligibility the first of the month, life insurance, pet insurance, 401K and so much more! If you believe you’d be a great fit and are ready for your best job ever, we’d like to hear from you!!
Love Your Job, Share Your Technology Passion, Create Your Future Here!
ECI is an equal opportunity employer. All qualified applicants will receive consideration consistent with applicable law.