Senior FP&A Analyst

Reports To: Director, Financial Planning & Analysis

Employment Type: Full-Time

Location: Chicago, IL - Hybrid (3 days/week in office)

Come join the finance team behind tastytrade and tastyfx as we grow our US divisional FP&A capability. As Senior FP&A Analyst you will report to the Director of FP&A, building on the planning, reporting, and analysis already in place and helping scale it as the business grows. This added capacity lets the team partner more deeply across the business — from Data & Insights and Group FP&A to technology, marketing, and HR — turning financial insight into better decisions on revenue and cost.

You will help ensu re consistent, reliable KPI reporting across the division while bringing new technology and AI into how finance works along the way. This is a role for someone who enjoys turning complex data into clear decisions, wants to sharpen and scale rather than just maintain , and keeps the commercial reality of the business front of mind.

• Help own divisional management reporting end-to-end — building on and running weekly and monthly reporting on revenue and cost performance for US leadership.
• Build and maintain forecasting and planning models across revenue and cost — including headcount reporting and planning in partnership with HR — and support the divisional planning cycle.
• Partner with senior and commercial stakeholders across the division, providing the analysis and insight that supports confident decision-making.
• Deliver cost and variance analysis against budget, with actionable recommendations on efficiencies.
• Test and adopt new tools, including AI, to automate manual processes and improve efficiency across divisional FP&A.
• Work closely with the Data & Insights team to ensure consistent KPI reporting across the division.
• Support the Group FP&A team with timely, accurate delivery of divisional information feeding internal and external reporting.

• 5+ years of experience in FP&A or a related analytical finance role; arecognizedaccountingor financequalification (e.g.CPA, CIMA, ACA, ACCA) preferred
• Strong logical thinking and problem-solving, comfortable operating in an evolving, fast-growing environment.
• Proficient in SQL — able to read, write, and understand queries against a data warehouse (we use Snowflake), and comfortable working with large, unstructured data of varying quality.
• Advanced Excel and financial modelling skills, with solid grounding in accounting and reconciliation principles.
• Experience with a financial planning platform (we use Anaplan).
• Hands‑on with AI tools in a work setting (e.g. Claude, ChatGPT, Coefficient) and eager to expand your technical toolkit — BI experience (Power BI, Tableau) is a plus.
• Excellent written and verbal communication, including translating analysis into an executive‑ready narrative.
• Exposure to brokerage, trading, or financial services is a bonus.

• Performance Bonuses
• Stock Purchase Options
• 401(k) Plan
• 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)
• 10 Paid Sick Days
• Pet Insurance
• Wellness & Mental Health Programs
• Charitable Donation Matching
• Daily catered lunch when in the office
• Full kitchen with snacks and beverages
• Shuttle to/from Metra
• Discretionary Performance Bonus: 8‑12% of base salary based on individual and company performance.