Financial Analyst

Description:

OptConnect, based in the heart of Silicon Slopes—Kaysville, Utah, is a leading provider of managed wireless connectivity for mission-critical IoT applications. Our innovative hardware, smart remote monitoring, and carrier integration power over 1 million active lines across thousands of customers. With the strategic acquisitions of PWS, M2MDataGlobal, and Capestone, we’ve expanded our global footprint and technical expertise.

Recognized on the Inc. 5000 list and honored as one of Utah Business Magazine’s Best Companies to Work For for multiple consecutive years, OptConnect is proud of our high-performance culture that blends innovation, collaboration, and a shared commitment to excellence.

As we penetrate new markets and expand our product suite, we are constantly looking for smart, driven people to help us succeed. If you’d like to join our mission to connect the world, we look forward to hearing from you.

Position Overview

We are seeking a highly analytical and detail-oriented Financial Analyst to support the CFO and Executive Leadership Team in driving operational and financial excellence. This role will play a key part in forecasting, budgeting, and strategic decision-making by delivering actionable insights, robust reporting, and data-driven recommendations across the organization.

You will be responsible for analyzing large and complex datasets, preparing monthly investor packages, supporting M&A activities, and creating automated, scalable reporting processes to enhance visibility into company performance.

Key Responsibilities:

• Develop financial reports related to budgeting and forecasting. Assist in the creation and maintenance of monthly investor reporting packages, explaining data and assumptions and recommending actions to leadership.
• Manipulate and analyze complex data from NetSuite and other sources (e.g., Snowflake, HubSpot, Excel files), identify trends, and provide actionable insights. Clearly communicate findings and recommendations to support business objectives.
• Define and track key operating metrics; create and maintain interactive reports and dashboards in PowerBI, NetSuite, Excel, and other relevant tools for company-wide use.
• Respond promptly to ad hoc reporting and analytical requests from management and investors.
• Continuously seek opportunities to improve processes by creating efficiencies and automating recurring FP&A tasks.
• Support special projects such as M&A, pricing analysis, and new product launches by providing robust financial modeling and scenario analysis.

Requirements:

• Bachelor’s degree in Finance, Information Systems, Quantitative Analysis or related field.
• 3–5 years of experience as an analyst in a fast-paced FP&A environment, leveraging technology for analysis and process automation. Experience in a private equity–backed company and/or one with a subscription revenue model preferred.
• Inquisitive mindset with enthusiasm for querying, analyzing, and presenting complex data.
• Advanced proficiency in Microsoft Excel and PowerBI (or comparable BI/visualization tools).
• Strong business acumen, analytical and problem-solving skills, with meticulous attention to detail.
• Ability to work independently, take initiative and ownership, quickly learn new skills, and prioritize effectively in a dynamic environment.
• Excellent communication skills with the ability to present complex information clearly and collaborate across departments (finance, sales, operations, etc.).
• Highly proficient in Microsoft Office (Excel, Word, PowerPoint).
• Proven ability to manage multiple priorities simultaneously, delivering high-quality work under tight deadlines.
• Demonstrated ability to thrive in high-pressure environments while maintaining accuracy and professionalism.
• Strong sense of curiosity and continuous improvement mindset, always seeking better tools, processes, and methods to drive efficiency.

Desired Qualifications

• Coding or scripting in a programming language (e.g., Python, SQL, VBA).
• Database design, development, or maintenance.
• Statistical analysis tools such as R, SPSS, or Minitab.