Build and maintain forecasting models (daily, weekly, monthly, and quarterly) to identify revenue risks and opportunities across regions and portfolios.
Provide analyses for monthly, quarterly, and annual spend trends, escalating critical risks and opportunities to
Create C-level presentations summarizing performance drivers, trends, and actionable recommendations for senior stakeholders.
Drive the design, territory alignment, and implementation of the quota-setting process, collaborating with Revenue Operations and Sales Leadership.
Regularly meet with stakeholders to offer concise updates and actionable business insights.
Support regional sales leaders with custom forecasting needs for operational reviews and executive updates.
Collaborate with Business Intelligence, Systems Engineering, Finance Systems, Sales Training, and Data teams to strengthen reporting systems, ensure data integrity, and streamline analytical processes.
Partner with the Anaplan team to enhance system functionality and implement automated Business Intelligence dashboards.
Requirements
Bachelor's degree in Finance, Economics, Business, or related field.
Minimum of 4 years in FP&A, Sales Finance, Corporate Finance, Revenue Operations, or similar analytical roles.
Advanced modeling skills in MS Excel.
Hands-on experience with Anaplan and Salesforce.
Proficiency in Tableau or comparable BI tools.
Competency in SQL/Vertica for querying large datasets, with the ability to independently write and troubleshoot queries.
Exceptional ability to work with complex datasets and provide clear, impactful recommendations promptly.
Strong presentation and storytelling skills, capable of distilling intricate analyses into actionable insights for senior leadership.
Highly organized, self-motivated, and effective at managing multiple workflows while maintaining attention to detail.
Strong partnership skills; comfortable collaborating with peers across Finance, Sales, Commercial Operations, and Business Intelligence teams.
Knowledge of the programmatic advertising landscape is a plus.
Benefits
Equity / stock options
Additional Information
The Trade Desk is a global technology company and the world's leading independent platform for digital advertising, with nearly 4,000 employees across more than 30 offices. Our technology helps advertisers reach the right audiences across the open internet - from streaming TV and podcasts to mobile apps, news, and more.
Advertising powers the content people love. By making it more transparent, effective, and responsible, we help support trusted journalism, quality entertainment, and creators worldwide. The world's brands and agencies rely on us to reach their customers and grow their businesses responsibly.
The scale of our platform brings unique technical challenges - from processing massive datasets in real time to building systems that operate reliably on a global scale. When you work here, your impact is worldwide. We welcome diverse perspectives, encourage curiosity, and build teams that learn from one another. If you're driven to solve meaningful challenges, we'd love to meet you.
What we do:
The Trade Desk is seeking a Senior Analyst to join our FP&A team within the CFO organization in the New York office. This highly cross-functional role plays a critical part in how we plan, forecast, and drive performance across the business. Reporting into FP&A leadership, you will help drive end-to-end revenue modeling motion, quota-setting process, and cross-functional reporting systems. We are looking for an analytical and intellectually curious professional who thrives in transforming complex data into actionable insights.
Thetradedesk · NY