Senior Financial Analyst, FP&A

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing

and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth.

Apply for one position or as many as you like. Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish.

Get started now, we look forward to meeting you..

Job Description

The Senior Financial Analyst, FP&A is responsible for independently supporting financial planning, forecasting, reporting, and analysis for assigned areas. This role partners with Finance leadership and cross-functional stakeholders to deliver accurate reporting, meaningful variance analysis, and decision-support insights.

The Senior Financial Analyst owns recurring FP&A deliverables, develops financial models, supports planning cycles, and identifies opportunities to improve financial processes and reporting quality.

Key Responsibilities

• Own monthly financial reporting, variance analysis, and commentary for assigned areas, including comparisons to forecast, budget, and prior year.
• Facilitate budget and forecast activities by gathering inputs, reviewing assumptions, and preparing financial summaries.
• Develop and maintain financial models to support forecasts, budgets, business reviews, and strategic initiatives.
• Analyze financial results, operating metrics, spend trends, and key performance indicators to identify risks, opportunities, and performance drivers.
• Partner with Accounting and Finance teams on month-end close activities, including accruals, reclasses, and forecast-to-actual analysis.
• Support balance sheet, cash flow, and full financial statement forecasting as needed.
• Prepare materials for leadership reporting, operating reviews, and executive presentations.
• Perform ad hoc financial analysis to support business decisions and resource allocation.
• Support financial systems, planning tools, reporting enhancements, and data integrity initiatives.
• Identify and lead targeted process improvements that improve accuracy, efficiency, and business insight.
• Provide guidance and support to less experienced analysts as needed.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5+ years of experience in Finance, Accounting, FP&A, or related analytical role.
• Experience with financial modeling, forecasting, budgeting, and management reporting.
• Experience with financial systems, planning tools, or ERP/reporting platforms preferred.
• Knowledge of GAAP accounting principles preferred.

Skills and Competencies

• Advanced Microsoft Excel skills and strong financial modeling capability.
• Strong PowerPoint and presentation-development skills.
• Ability to analyze complex financial data and communicate insights clearly.
• Strong business partnership and stakeholder management skills.
• Critical thinking, problem-solving, and intellectual curiosity.
• High attention to detail and commitment to accuracy.
• Ability to manage multiple priorities and meet recurring deadlines.
• Self-directed, organized, and comfortable working in a fast-paced environment.

Work Location & Flexibility

• This role follows a hybrid work model and is open to candidates based near our Minneapolis office. Employees are expected to work on-site a minimum of two days per week.
• Flexible work hours may be required at times to support critical deadlines, planning cycles, global stakeholders, or business needs. Travel may be required occasionally based on business needs.

The base salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of posting. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position.

This position may be eligible for bonuses, commissions, or overtime if applicable. Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time.

$69,100.00 - $118,300.00

Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic.

We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.