Financial Analyst (Hybrid 3x Per Week)

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

Desired Qualifications