FP&A Senior 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; 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:
Effectively manage ongoing processes such as department BvA packs, headcount requests and PO approvals.
Learn to navigate around our primary reporting systems (Salesforce, NetSuite, Domo).
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.
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 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.
Trading Technologies ( ) 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); compliance and trade surveillance; 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’ 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. 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
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. Robust paid holiday schedule with early dismissal.
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