Financial Analyst, FP&A

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.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 2-4 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.
• 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.
• $69,100.00 - $118,300.00

Benefits

Additional Information

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 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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at datasite? Share your experience