Principal Financial Analyst, FP & A

Minneapolis, Minnesota

Posted in Manufacturing and Production

This job has expired.

Job Info

Datasite is where deals are made. We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries. Carrying that success into the future is all about you. Your useful skills, your unusual experience, your unique ideas. Everyone here brings something unexpected. What's yours? Invest your talents in us, and we'll return the compliment.

Job Description:

Ready for the next big challenge? Grow your career, and join our experienced global team, transforming the world of M&A software. Be part of the team behind the teams behind the deals. Work with the best. Be the best.


Position Summary

Datasite is looking for an experienced Senior Financial Analyst to join our FP&A team. If you are a Finance rockstar who loves Excel, diving into data and is passionate about technology, this is the role for you! The Senior Financial Analyst, FP&A is responsible for supporting the Human Resource group with expense forecasting, budgeting, and analysis. Reporting directly to the Finance Director, FP&A, this role will provide financial feedback and analytics for key functional leaders and Datasite leadership. They will support cross-functional HR initiatives by analyzing and reporting on relevant financial data and metrics.

Duties and Responsibilities

  • Monthly cost center reporting, variance analysis and commentary against budget, prior year and forecast.
  • Communicate and partner with functional leaders to review monthly results, drive financial decisions and execute on the budgeting and forecasting process.
  • Analyze vendor spend and partner with Accounting to support accruals and reclasses during month-end close.
  • Partner with HR to forecast and monitor employee benefit plan expenses including health insurance, retirement plans, and other employee benefits within the financial planning and accounting framework.
  • Take owner ship of the budgeting and forecasting process, collaborating with cross functional teams to gather relevant data and assumptions.
  • Design and prepare routine and ad hoc analysis and reports of operating expenditures.
  • Lead workforce analytics initiatives focusing on hiring, attrition, benefits and taxes, driving strategic insights to optimize for improvement.
  • Identify and lead opportunities to drive process improvements.


  • 4-year degree in Finance, Accounting, or related field
  • 5-8 years of experience in Finance or Accounting
  • Experience with financial modeling, forecasting and planning
  • Experience in Adaptive Planning and Workday is a plus
  • Ability to analyze financial data and effectively communicate with business partners
  • Ability to lead the identification of trends in financial planning (FP) and human resources functions through comprehensive data analysis and interpretation.
  • Demonstrate strong communication skills by effectively articulating viewpoints and presenting data-driven arguments during debates on rates and financial matters.
  • Proven leadership ability and willingness to take on new challenges
  • Critical thinking and problem solving skills
  • Strong intellectual curiosity and love for data
  • Advanced Microsoft Excel skills
  • Must be organized, thorough, and accurate
Positions that Typically Report to this Position
  • None
Physical Demands
  • Typical office environment which includes extended periods of time sitting or standing, working on a personal computer, typing, using a mouse, using a phone, and participating in video conferences, etc.
  • Add % of travel time, if applicable.


As a global organization, Datasite knows that diverse perspectives are essential to our success. We're committed to maintaining a diverse workforce to serve our customers around the world. Datasite is an equal opportunity employer (EEO) and furthers the principles of EEO through Affirmative Action.

This job has expired.

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