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Senior FP&A Analyst

LinkedIn Trading Technologies Chicago, IL
Director Posted March 16, 2026 Job link
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Requirements
  • 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)
  • 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
Preferred Skills
  • Experience with CRM & analytical tools such as Salesforce, Tableau, Power BI, or other cloud-based platforms is a plus.
Education
  • (Not required) – Bachelor’s degree in Finance, Accounting, Economics, or a related field