Trading Technologies
Senior FP&A Analyst
Trading Technologies – Finance – Chicago, IL
Compensation:
$125,000 – $225,000 per year
Application Deadline:
18 December 2026
Department:
Finance
Description The Senior FP&A Analyst will 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 Analyst will work closely with Accounting, Sales Operations, and business partners across the company.
Responsibilities
Support the development of the Annual Operating Plan (AOP) and rolling forecasts; prepare variance analytics against forecasts.
Facilitate financial reviews with business partners to understand 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.
Maintain and enhance the fully integrated 3‑statement financial forecast model.
Work with accounting to support month‑end close/reporting, ensuring expenses are coded to the correct GL accounts.
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 monthly commentaries.
Perform data‑driven analyses to monitor business operations and provide management with clear and actionable insights.
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.
Success Metrics – First 100 Days
Develop a strong understanding of key spend categories within different departments and their budget vs actual 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/KPIs, forecasting, and reporting.
Navigate 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.
Qualifications
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.
Ownership of processes, including introducing automation and workflow improvements.
Solid understanding of SaaS/Software metrics and benchmarks, including 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 explain “what” and “why” behind numbers, and connect operational metrics to financial results.
Proven experience in leading budgeting, forecasting, and variance analysis processes.
Proficiency in building and maintaining complex financial models, including fully integrated three‑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.
Benefits & Perks Competitive benefits designed to support well‑being, growth, and work‑life balance.
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:
Hybrid position: three days of in‑office collaboration per week, flexibility to work remotely for the remaining two days.
22 days of Paid Time Off (PTO) per year, with rollover option.
One day per year for volunteering; two professional development days per year.
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.
Backup child and pet care, and tutoring services.
Milestone anniversary bonuses.
Wellness & Lifestyle Perks:
Cell phone stipend and subsidy contributions.
Gym membership and health/wellness initiative contributions.
Discounted healthcare premiums.
Healthy meal delivery program subsidies.
Equal‑Opportunity Employer Trading Technologies is an equal‑opportunity employer. We 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. We participate in the E‑Verify Program for U.S. offices.
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Compensation:
$125,000 – $225,000 per year
Application Deadline:
18 December 2026
Department:
Finance
Description The Senior FP&A Analyst will 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 Analyst will work closely with Accounting, Sales Operations, and business partners across the company.
Responsibilities
Support the development of the Annual Operating Plan (AOP) and rolling forecasts; prepare variance analytics against forecasts.
Facilitate financial reviews with business partners to understand 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.
Maintain and enhance the fully integrated 3‑statement financial forecast model.
Work with accounting to support month‑end close/reporting, ensuring expenses are coded to the correct GL accounts.
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 monthly commentaries.
Perform data‑driven analyses to monitor business operations and provide management with clear and actionable insights.
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.
Success Metrics – First 100 Days
Develop a strong understanding of key spend categories within different departments and their budget vs actual 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/KPIs, forecasting, and reporting.
Navigate 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.
Qualifications
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.
Ownership of processes, including introducing automation and workflow improvements.
Solid understanding of SaaS/Software metrics and benchmarks, including 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 explain “what” and “why” behind numbers, and connect operational metrics to financial results.
Proven experience in leading budgeting, forecasting, and variance analysis processes.
Proficiency in building and maintaining complex financial models, including fully integrated three‑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.
Benefits & Perks Competitive benefits designed to support well‑being, growth, and work‑life balance.
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:
Hybrid position: three days of in‑office collaboration per week, flexibility to work remotely for the remaining two days.
22 days of Paid Time Off (PTO) per year, with rollover option.
One day per year for volunteering; two professional development days per year.
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.
Backup child and pet care, and tutoring services.
Milestone anniversary bonuses.
Wellness & Lifestyle Perks:
Cell phone stipend and subsidy contributions.
Gym membership and health/wellness initiative contributions.
Discounted healthcare premiums.
Healthy meal delivery program subsidies.
Equal‑Opportunity Employer Trading Technologies is an equal‑opportunity employer. We 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. We participate in the E‑Verify Program for U.S. offices.
#J-18808-Ljbffr