Principal Financial Analyst, FP&A

• The Principal Financial Analyst, FP&A is a senior individual contributor responsible for leading complex financial analysis, modeling, forecasting, and decision-support activities. This role serves as an FP&A subject matter expert for assigned areas and partners with Finance leadership and cross-functional stakeholders to evaluate performance, identify risks and opportunities, and support strategic decision-making. The Principal Financial Analyst leads high-impact analytical workstreams, improves FP&A processes, and provides informal leadership and mentorship to other analysts.
• Lead complex financial modeling, scenario analysis, and decision-support work for assigned areas or enterprise-level initiatives.
• Own high-visibility FP&A deliverables, including management reporting, forecast analysis, operating reviews, and executive-ready materials.
• Develop and maintain driver-based models for forecasting, budgeting, long-range planning, and performance management.
• Analyze financial results, operating metrics, business trends, and key performance indicators to identify actionable insights.
• Partner with Finance leadership and cross-functional stakeholders to evaluate business performance, investment decisions, resource allocation, and strategic initiatives.
• Lead annual planning and recurring forecast processes for assigned areas, including assumption review, variance analysis, and risk/opportunity assessment.
• Support full financial statement forecasting, including P&L, balance sheet, cash flow, and covenant-related analysis as needed.
• Review and improve reporting packages, models, templates, and analytical standards to ensure consistency and quality.
• Mentor analysts and provide guidance on modeling, reporting, variance analysis, and business communication.
• Partner with Accounting and Finance teams on close-related analysis, accrual review, and forecast-to-actual performance.
• Identify and lead process improvements that strengthen planning accuracy, reporting efficiency, data quality, and financial insight.
• Support financial systems, reporting automation, and data transformation initiatives.

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• MBA, CPA, CFA, or similar advanced credential preferred.
• 7+ years of progressive experience in Finance, Accounting, FP&A, or related analytical role.
• Significant experience with financial analysis, forecasting, budgeting, planning, and financial modeling.
• Experience preparing materials and insights for senior leadership.
• Experience with financial systems, planning tools, and ERP/reporting platforms preferred.
• Knowledge of GAAP, internal controls, and financial statement relationships preferred.
• Expert-level financial modeling and analytical skills.
• Advanced Microsoft Excel skills; strong PowerPoint and executive presentation skills.
• Ability to synthesize complex data into clear insights, recommendations, and business narratives.
• Strong business acumen and ability to connect financial results to operational drivers.
• Strong stakeholder management and communication skills.
• Ability to lead through influence without direct authority.
• High intellectual curiosity, sound judgment, and strong problem-solving skills.
• Ability to manage ambiguity, prioritize effectively, and deliver high-quality work under tight timelines.

Datasite

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M&AVirtual Data RoomsDue DiligenceCorporate DevelopmentAIContent ManagementM&A LifecycleDeal ManagementComputer SoftwareVenture Capital

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1,001-5,000 employees

Software Development

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1968

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We empower dealmakers around the world with the tools they need to succeed across the entire M&A journey.