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Senior FP&A Analyst

tastylive

Overview Reports To: Director, Financial Planning & Analysis Employment Type: Full-Time Location: Chicago, IL - Hybrid (3 days/week in office) Come join the finance team behind tastytrade and tastyfx as we grow our US divisional FP&A capability. As a 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 role partners across the business—Data & Insights, Group FP&A, technology, marketing, and HR—to turn financial insight into better decisions on revenue and cost. You will help ensure consistent, reliable KPI reporting across the division while introducing new technology and AI into how finance works, turning complex data into clear decisions and thinking strategically about the business. What You'll Do Own divisional management reporting end-to-end — build on and run 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 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; 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 Company Perks & Benefits Performance Bonuses Stock Purchase Options 401k Plan 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday) 10 Paid Sick Days Pet Insurance Wellness & Mental Health Programs Charitable Donation Matching Daily catered lunch when in the office Full kitchen with snacks and beverages Shuttle to/from Metra Discretionary Performance Bonus 8-12% of base salary based on individual and company performance. About IGNA + tasty 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 are 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. #J-18808-Ljbffr tastylive

Vacancy posted 1 day ago
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