Senior FP&A Analyst

The Senior Analyst, FP&A will have a unique opportunity to join a high‑performing FP&A team and contribute to the growth of Trading Technologies by providing analytical insights, reporting and managing financial plans and targets. Reporting to the VP Finance, the Senior Financial Analyst will work closely with Accounting, Sales Operations, as well as with business partners across the company.

• 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.

The Senior Financial Analyst will be successful in this role when they can start executing the following strategic tasks/responsibilities after their first 100 days with the company:

• Develop a strong understanding of the key spend categories within the different departments across the organization and their budget vs actuals variances.
• Effectively manage ongoing processes such as department BvA packs, headcount requests and PO approvals.
• Develop a solid understanding of our sales processes, sales metrics/KPI’s, forecasting, and reporting.
• Learn to navigate around our primary reporting systems (Salesforce, Net Suite, Domo).
• Identify initial areas for improvement within our opex forecasting and automation capabilities.
• Provide proactive analytical support and establish strong working relationships with stakeholders.

• 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 Net Suite 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…