Financial Analyst, FP&A
Listed on 2026-07-03
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Finance & Banking
Financial Reporting, Financial Analyst, Senior Financial Analyst
Job Description: The Financial Analyst is responsible for supporting financial planning, reporting, forecasting, and analysis activities within the FP&A team. This role assists with recurring financial reporting, variance analysis, budget and forecast support, and ad hoc analysis for assigned areas. The Financial Analyst works under the guidance of FP&A leadership to translate financial and operational data into clear insights that support business decision‑making.
Key Responsibilities- Assist with the preparation, coordination, and distribution of monthly performance reporting and dashboards against forecast, budget, and prior year.
- Support variance analysis by identifying key drivers, trends, risks, and opportunities.
- Assist with annual planning, monthly forecasting, and related data collection activities.
- Prepare routine and ad hoc financial reports, analyses, and summaries for Finance and business partners.
- Validate financial and operational data to ensure reporting accuracy and consistency.
- Support basic financial modeling and analysis of operating metrics, financial performance, and business trends.
- Partner with FP&A team members and cross‑functional stakeholders to gather inputs, clarify assumptions, and support deliverables.
- Assist with month‑end close support, including analysis related to accruals, reclasses, and forecast‑to‑actual comparisons.
- Maintain and improve recurring reports, templates, and supporting documentation.
- Contribute to process improvements that enhance reporting quality, efficiency, and data integrity.
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 2-4 years of experience in Finance, Accounting, FP&A, or related analytical role.
- Experience with financial analysis, forecasting, reporting, or planning preferred.
- Exposure to financial systems, planning tools, or ERP/reporting platforms preferred.
- Strong analytical skills and attention to detail.
- Proficiency in Microsoft Excel;
PowerPoint experience preferred. - Ability to organize data, identify trends, and summarize findings clearly.
- Effective written and verbal communication skills.
- Strong follow‑through, accountability, and willingness to learn.
- Ability to manage recurring deadlines and shifting priorities.
- Collaborative mindset and ability to work with Finance and cross‑functional partners.
Flexible work hours may be required at times to support critical deadlines, planning cycles, global stakeholders, or business needs. Travel may be required occasionally based on business needs.
The base salary range is $69,100.00 - $. Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. This position may be eligible for bonuses, commissions, or overtime if applicable. Datasite reserves the right to modify this pay range at any time.
Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.
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