Senior FP&A Analyst
About the role
Join the finance team behind tastytrade and tastyfx as we grow our US divisional FP&A capability. As Senior FP&A Analyst, you will report to the Director of FP&A, building on the planning, reporting, and analysis already in place and helping scale it as the business grows.
Responsibilities
- Help own divisional management reporting end-to-end — building on and running weekly and monthly reporting on revenue and cost performance for US leadership
- Build and maintain forecasting and planning models across revenue and cost — including headcount reporting and planning in partnership with HR — and support the divisional planning cycle
- Partner with senior and commercial stakeholders across the division, providing the analysis and insight that supports confident decision-making
- Deliver cost and variance analysis against budget, with actionable recommendations on efficiencies
- Test and adopt new tools, including AI, to automate manual processes and improve efficiency across divisional FP&A
- Work closely with the Data & Insights team to ensure consistent KPI reporting across the division
- Support the Group FP&A team with timely, accurate delivery of divisional information feeding internal and external reporting
Requirements
5+ years of experience in FP&A or a related analytical finance role; a recognized accounting or finance qualification (e.g. CPA, CIMA, ACA, ACCA) preferred
Strong logical thinking and problem-solving, comfortable operating in an evolving, fast-growing environment
Proficient in SQL — able to read, write, and understand queries against a data warehouse (we use Snowflake), and comfortable working with large, unstructured data of varying quality
Advanced Excel and financial modelling skills, with solid grounding in accounting and reconciliation principles
Experience with a financial planning platform (we use Anaplan)
Hands-on with AI tools in a work setting (e.g. Claude, ChatGPT, Coefficient) and eager to expand your technical toolkit — BI experience (Power BI, Tableau) is a plus
Excellent written and verbal communication, including translating analysis into an executive-ready narrative
Exposure to brokerage, trading, or financial services is a bonus
Qualifications
Strong logical thinking and problem-solving, comfortable operating in an evolving, fast-growing environment
Proficient in SQL — able to read, write, and understand queries against a data warehouse (we use Snowflake), and comfortable working with large, unstructured data of varying quality
Advanced Excel and financial modelling skills, with solid grounding in accounting and reconciliation principles
Experience with a financial planning platform (we use Anaplan)
Hands-on with AI tools in a work setting (e.g. Claude, ChatGPT, Coefficient) and eager to expand your technical toolkit — BI experience (Power BI, Tableau) is a plus
Excellent written and verbal communication, including translating analysis into an executive-ready narrative
Exposure to brokerage, trading, or financial services is a bonus
Skills
Strong logical thinking and problem-solving, comfortable operating in an evolving, fast-growing environment
Proficient in SQL — able to read, write, and understand queries against a data warehouse (we use Snowflake), and comfortable working with large, unstructured data of varying quality
Advanced Excel and financial modelling skills, with solid grounding in accounting and reconciliation principles
Experience with a financial planning platform (we use Anaplan)
Hands-on with AI tools in a work setting (e.g. Claude, ChatGPT, Coefficient) and eager to expand your technical toolkit — BI experience (Power BI, Tableau) is a plus
Excellent written and verbal communication, including translating analysis into an executive-ready narrative
Exposure to brokerage, trading, or financial services is a bonus
Benefits
Performance Bonuses
Stock Purchase Options
Medical/Vision/Dental Benefits
401k Plan
20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)
10 Paid Sick Days
Gym Membership Reimbursement
Commuter Benefits
Pet Insurance
Wellness & Mental Health Programs
Charitable Donation Matching
Two Paid Volunteer Days Off
Daily catered lunch when in the office
Full kitchen with snacks and beverages
In-building gym
Shuttle to/from Metra
Discretionary Performance Bonus: 8-12% of base salary based on individual and company performance.
Pay
$120,000 – $140,000
Schedule
Hybrid (3 days/week in office)