Note: The job is a remote job and is open to candidates in USA. Magna5 is seeking a motivated and detail-oriented FP&A Analyst to join our Finance team. This role will support financial planning, reporting, business intelligence, sales and pipeline analysis, KPI tracking, cash flow forecasting, commission calculations, and ad hoc business analysis across the organization.
Responsibilities
- Business Intelligence: Own and operate dashboards, reporting structures, data mapping, and ongoing maintenance within Datarails to ensure business intelligence reporting remains accurate, timely, and scalable across the organization
- Financial Modeling: Regular involvement with budgeting and forecasting models and underlying assumptions in close coordination with the VP of Finance and FP&A Manager
- Cash Flow Modeling: Run, forecast, and manage the company’s 13-week cash flow model, providing visibility into near-term cash expectations and business needs
- Financial Reporting and Variance Analysis: Detailed analysis on key monthly driving factors of P&L trends with a focus on KPIs around customer retention, balance sheet performance, and sales attainment
- Sales Analysis and Calculations: Ownership of sales performance trends, board reporting, pipeline management, commission calculations, and creation/facilitation of quota plan documents (QPD’s)
- Order to Cash Reporting: Ownership of closed/won opportunity auditing and tracking of sold but not yet implemented orders, including detailed forecasting, reporting, and collaboration with project management teams
- Internal Partnerships: Build partnerships and collaborate with various leaders of the business to support data-driven initiatives and KPI tracking leveraging tools throughout the business (i.e., Salesforce, HubSpot, Halo PSA, etc.)
- Perform ad hoc financial and operational analysis, identify process improvement opportunities, and support special projects as business needs evolve
Skills
- Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field
- Minimum of 2–3 years of experience in finance, FP&A, accounting, corporate finance, business analytics, sales operations, revenue operations, or a similar analytical role
- Strong financial analysis, reporting, and modeling skills
- Advanced proficiency in Microsoft Excel
- Experience working with recurring reporting, KPI tracking, variance analysis, and business performance metrics
- Strong attention to detail, accuracy, and follow-through
- Ability to manage multiple responsibilities, competing priorities, and deadlines
- Strong written and verbal communication skills, including the ability to explain financial and operational information to non-finance stakeholders
- Self-starter with a proactive, go-getter mindset
- Comfortable working independently and collaboratively in a fully remote environment
- Must reside within the United States
- Experience in managed services, technology, telecom, cloud services, cybersecurity, SaaS, or a recurring revenue business model
- Experience with Datarails, Salesforce, Halo, Power BI, Tableau, SQL, AI Chat Models or similar systems
- Background in data analytics or experience managing, reconciling, and interpreting large data sets
- Experience supporting sales analysis, pipeline reporting, sales commissions, quota plan documents, implementation backlog reporting, service delivery KPIs, accounts receivable reporting, cash flow forecasting, or Board-level reporting packages
- Understanding of P&L drivers, revenue trends, gross margin, EBITDA, operating expenses, pipeline, backlog, working capital, and operational KPIs
- Interest in process improvement, automation, scalable reporting, and business intelligence
Benefits
- Paid time off including paid holidays and floating holidays.
- 100% Remote
- Bonus potential based on individual and company performance
- Highly competitive and flexible medical, dental, and vision benefits plans
- 401(k) with employer match
- Tailored Life and Disability insurance plans
- Full reimbursement for approved professional certification and career enriching opportunities
Company Overview
Magna5 is a provider of cloud-based communications, hybrid network, and IT Services solutions. It was founded in 2017, and is headquartered in Plano, Texas, USA, with a workforce of 201-500 employees. Its website is http://www.magna5.com.