Department: Finance
Reports To: Director, Financial Planning & Analysis
Employment Type: Full-Time
Location: Chicago, IL - Hybrid (3 days/week in office)
Salary: $120,000 – $140,000
Come 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. This added capacity lets the team partner more deeply across the business — from Data & Insights and Group FP&A to technology, marketing, and HR — turning financial insight into better decisions on revenue and cost. You will help ensure consistent, reliable KPI reporting across the division while bringing new technology and AI into how finance works along the way. This is a role for someone who enjoys turning complex data into clear decisions, wants to sharpen and scale rather than just maintain, and keeps the commercial reality of the business front of mind.
What You'll Do:
- 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
Who You Are:
- 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
- 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
IG North America is home to tastytrade, tastylive, and tastyfx—a family of brands built to democratize trading and empower individual investors. Founded in Chicago by the creators of thinkorswim, acquired by London-based IG Group in 2021, we combine startup innovation with the backing of a FTSE 100 fintech operating across five continents serving over 1.3m customers and handling billions of dollars in transactions – built on scale, trust, and proof.
From our headquarters in Chicago's Fulton Market, our team builds award-winning trading platforms, produces live financial education content daily, and creates technology that makes complex markets accessible. tastytrade is our retail brokerage for self-directed investing and trading, with tastylive providing content to educate our customers. tastyfx is the fastest-growing forex broker in the US.
We're a lean, collaborative team that values autonomy, pragmatism, and impact. Whether you're building technology, creating content, serving customers, or supporting operations, you'll work alongside people who are passionate about disrupting traditional finance and genuinely care about helping traders succeed. Our culture rewards initiative, embraces experimentation, and measures success by the value we create for our users. The bar is high – bring a curious and forward-thinking mindset and we'll give you the platform to define what comes next. Join us at IG|tasty – the future gets built here.
Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.
tastytrade | tastylive | tastyfx
1330 W Fulton Market, Chicago, IL 60607
*Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they have every single qualification. Our team is dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your experience doesn’t align perfectly, we encourage you to apply anyway. You may be just the right candidate for this or other roles!
Skills Required
- 5+ years of experience in FP&A or a related analytical finance role
- Recognized accounting or finance qualification (e.g., CPA, CIMA, ACA, ACCA)
- Proficient in SQL and able to read, write, and understand queries (experience with Snowflake)
- Advanced Excel and financial modelling skills
- Experience with a financial planning platform (Anaplan)
- Hands-on experience using AI tools in a work setting (e.g., Claude, ChatGPT, Coefficient)
- BI experience (Power BI, Tableau)
- Excellent written and verbal communication, including executive-ready narrative translation
- Exposure to brokerage, trading, or financial services
- Strong logical thinking and problem-solving in fast-growing environments
- Solid grounding in accounting and reconciliation principles
What We Do
tastyworks is a retail brokerage that provides professional-grade, world-class technology to retail traders at industry-leading prices. We focus on derivatives trading and offer equities, equity options, futures, and futures options. Built from the ground up by a team with decades of experience in the financial industry, we’re a modern brokerage for the current financial climate. *tastyworks is a wholly owned subsidiary of tastytrade and part of a broader family of companies that work to serve all the needs of an individual investor. We aim to fill the financial vertical with: tastytrade, educational content; tastyworks, a platform and tools for trading derivatives; The Small Exchange, retail-accessible futures products; Quiet Foundation, a free investment advisory service; dough, a content-filled, easy-to-use stock-trading app; and luckbox, a monthly print and digital financial magazine.
