Trading Technologies

Senior FP&A Analyst

Trading Technologies

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • Illinois • 🇺🇸 United States

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Salary

💰 $125,000 - $225,000 per year

Job Level

Senior

Tech Stack

CloudTableau

About the role

  • Support the development of the Annual Operating Plan (AOP) and rolling forecasts; and prepare variance analytics against forecasts.
  • Facilitate financial reviews with business partners to understand their budgets, provide budget-to-actual feedback, ensure effective cost management, and maintain financial discipline.
  • Manage the Headcount Request and PO Approval processes.
  • Prepare, deliver, and continuously improve monthly/quarterly business reporting
  • packages to executive management, the board of directors, and other stakeholders in a timely manner
  • Maintain and enhance the fully integrated 3-statement financial forecast model
  • Actively work with accounting to support month-end close/reporting, ensuring expenses are coded to the correct GL accounts, and other related activities
  • Support sales/revenue forecasting, metrics, reporting, and analysis
  • Perform ad hoc analyses to support initiatives such as pricing, margins, cost-benefit analyses, new business lines, or other complex business modeling
  • Develop an in-depth understanding of key business drivers to incorporate into the monthly commentaries
  • Perform data-driven analyses to monitor business operations; provide management with clear and actionable insights into drivers of business growth, risks, and opportunities
  • Proactively engage with cross-functional teams to develop continuous process improvements to planning, analysis, and reporting; work with data source providers and technology teams to ensure key data is timely and accurate

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 4-6 years of experience in FP&A, investment banking, corporate finance, or a similar analytical/reporting role, with a strong bias toward prior Private Equity experience.
  • Ability to take ownership of processes, including introducing automation and other workflow improvements.
  • Solid understanding of SaaS/Software metrics and benchmarks, including but not limited to,
  • Bookings, ARR, LTV, CAC, churn/retention (NDR/GDR), etc
  • Expert Excel user with proficiency in advanced data/financial operations.
  • Experience with NetSuite and forecasting/budgeting tools such as Planful or Adaptive
  • Experience with CRM & analytical tools such as Salesforce, Tableau, Power BI, or other cloud-based platforms is a plus.
  • Strong financial and business acumen, ability to see and communicate the “what” and “why” behind the numbers, and the ability to connect the dots between operational metrics and financial results
  • Demonstrated experience in leading budgeting, forecasting, and variance analysis processes
  • Proficiency in building and maintaining complex financial models, including fully integrated three financial statement forecasts, and scenario analysis
  • Hands-on experience in developing gross margin forecasts and operating budgets at the department level, and creating a management report
  • General knowledge of GAAP and an understanding of the difference between accrual and cash accounting
  • Exceptional attention to detail, problem-solving, and critical thinking skills
  • Excellent written and verbal communication skills and ability to establish strong relationships and collaborate with stakeholders across the organization
Benefits
  • Medical, Dental, and Vision insurance
  • Flexible Spending Accounts (FSA) & Health Savings Accounts (HSA)
  • 401(k) retirement plan
  • Pre-tax transit and parking benefits
  • Enjoy the best of both worlds: the energy and collaboration of in-person work, combined with the convenience and focus of remote days. This is a hybrid position requiring three days of in-office collaboration per week, with the flexibility to work remotely for the remaining two days. Our hybrid model is designed to balance individual flexibility with the benefits of in-person collaboration, enhanced team cohesion, spontaneous innovation, hands-on mentorship opportunities and strengthens our company culture.
  • 22 days of Paid Time Off (PTO) per year, with the option to roll over unused days.
  • One dedicated day per year for volunteering.
  • Two professional development days per year to allow uninterrupted professional development.
  • An additional PTO day added during milestone anniversary years.
  • Robust paid holiday schedule with early dismissal.
  • Generous parental leave for all parents (including adoptive parents).
  • Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment.
  • Backup child and pet care, as well as tutoring services.
  • Milestone anniversary bonuses.
  • Stipend and subsidy contributions toward personally-owned cell phones
  • Contributions for gym memberships and health/wellness initiatives.
  • Discounted healthcare premiums.
  • Healthy meal delivery program subsidies.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial forecastingvariance analysisbudgetingfinancial modelingdata analysisSaaS metricsExcelGAAPcost managementad hoc analysis
Soft skills
problem-solvingcritical thinkingcommunicationcollaborationattention to detailownershipprocess improvementbusiness acumenstakeholder engagementleadership