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Senior FP&A Analyst
Senior FP&A AnalystTrading Technologies International • Chicago, IL, United States
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Senior FP&A Analyst

Senior FP&A Analyst

Trading Technologies International • Chicago, IL, United States
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  • [job_card.full_time]
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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.

What Will You Be Involved With?

  • 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.

What does success look like?

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, NetSuite, Domo).
  • Identify initial areas for improvement within our opex forecasting and automation capabilities.
  • Provide proactive analytical support and establish strong working relationships with stakeholders.
  • What Will You Bring to the Table?

  • 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.
  • What We Bring to the Table

    Compensation : $125,000 – $225,000 / year

    Trading Technologies (www.tradingtechnologies.com) is a global capital markets platform services company providing market‑leading technology for the end‑to‑end trading operations of Tier 1 banks, brokerages, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. With its roots in listed derivatives, the Software‑as‑a‑Service (SaaS) company delivers “multi‑X” solutions, with “X” representing asset classes, functions, workflows, and geographies. This multi‑X approach features trade execution services across futures and options, fixed income, foreign exchange (FX), and cryptocurrencies, augmented by solutions for data and analytics, including transaction cost analysis (TCA); quantitative trading; compliance and trade surveillance; clearing and post‑trade allocation; and infrastructure services. The award‑winning TT platform ecosystem also helps exchanges deliver innovative solutions to their market participants and technology companies to distribute their complementary offerings to Trading Technologies’ clients.

    Trading Technologies (TT) is an equal‑opportunity employer. Equal employment has been, and continues to be, a required practice at the Company. Trading Technologies’ practice of equal employment opportunity is to recruit, hire, train, promote, and base all employment decisions on ability rather than race, color, religion, national origin, sex / gender orientation, age, disability, sexual orientation, genetic information or any other protected status. Additionally, TT participates in the E‑Verify Program for US offices.

    We offer a comprehensive benefits package designed to support your well‑being, growth, and work‑life balance.

    Competitive Benefits & Perks

    Health & Financial Security :

  • Medical, Dental, and Vision insurance
  • Flexible Spending Accounts (FSA) & Health Savings Accounts (HSA)
  • 401(k) retirement plan
  • Pre‑tax transit and parking benefits
  • Time Off & Flexibility :

  • 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).
  • Work-Life Support & Resources :

  • 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.
  • Wellness & Lifestyle Perks :

  • 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.
  • #J-18808-Ljbffr

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