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.

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Job Description:

The Senior Financial Analyst is responsible for supporting financial planning, reporting, forecasting, and analysis activities within the FP&A team. This role assists with recurring financial reporting, variance analysis, budget and forecast support, and ad hoc analysis for assigned areas. The Financial Analyst works under the guidance of FP&A leadership to help translate financial and operational data into clear insights that support business decision-making.

Key Responsibilities

• Assist with the preparation, coordination, and distribution of monthly performance reporting and dashboards against forecast, budget, and prior year.
• Support variance analysis by identifying key drivers, trends, risks, and opportunities.
• Assist with annual planning, monthly forecasting, and related data collection activities.
• Prepare routine and ad hoc financial reports, analyses, and summaries for Finance and business partners.
• Validate financial and operational data to ensure reporting accuracy and consistency.
• Support basic financial modeling and analysis of operating metrics, financial performance, and business trends.
• Partner with FP&A team members and cross-functional stakeholders to gather inputs, clarify assumptions, and support deliverables.
• Assist with month-end close support, including analysis related to accruals, reclasses, and forecast-to-actual comparisons.
• Maintain and improve recurring reports, templates, and supporting documentation.
• Contribute to process improvements that enhance reporting quality, efficiency, and data integrity.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4+ years of experience in Finance, Accounting, FP&A, or related analytical role.
• Experience with financial analysis, forecasting, reporting, or planning preferred.
• Exposure to financial systems, planning tools, or ERP/reporting platforms preferred.

Skills and Competencies

• Strong analytical skills and attention to detail.
• Proficiency in Microsoft Excel; PowerPoint experience preferred.
• Ability to organize data, identify trends, and summarize findings clearly.
• Effective written and verbal communication skills.
• Strong follow-through, accountability, and willingness to learn.
• Ability to manage recurring deadlines and shifting priorities.
• Collaborative mindset and ability to work with Finance and cross-functional partners.

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.

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.