Senior FP&A Analyst

tastytrade$120K — $140K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in FP&A or an analytical finance role; accounting/finance qualification preferred (CPA, CIMA, ACA, ACCA)
  • Proficient in SQL for data querying and comfortable with large data sets
  • Advanced skills in Excel and financial modeling, with knowledge of accounting principles
  • Experience with financial planning platforms like Anaplan
  • Familiarity with AI tools (e.g., Claude, ChatGPT, Coefficient) and BI tools (Power BI, Tableau)
  • Excellent communication skills to present analyses in an executive-ready format
  • Bonus: exposure to brokerage or financial services

Responsibilities

  • Own divisional management reporting, running weekly and monthly performance reports
  • Build and maintain forecasting and planning models for revenue and cost, including headcount
  • Partner with senior stakeholders to provide critical analysis and insights
  • Deliver cost and variance analysis with actionable efficiency recommendations
  • Test and adopt AI tools to enhance efficiency in FP&A processes
  • Ensure consistent KPI reporting in collaboration with the Data & Insights team
  • Provide timely support to the Group FP&A team for internal and external reporting

Benefits

  • Performance bonuses based on individual and company performance
  • Stock purchase options
  • Comprehensive medical, vision, and dental benefits
  • 401k plan with company contribution
  • 20 paid vacation days plus an extra day for your birthday
  • 10 paid sick days
  • Gym membership reimbursement
  • Commuter benefits
  • Pet insurance
  • Wellness and mental health programs
  • Charitable donation matching
  • Two paid volunteer days off
  • Daily catered lunch when in the office
  • Access to a full kitchen with snacks and beverages
  • In-building gym
  • Shuttle service to/from Metra
Full Job Description
Department: Finance

Reports To: Director, Financial Planning & Analysis

Employment Type: Full-Time

Location: Chicago, IL - Hybrid (3 days/week in office)

Salary: $120,000 - $140,000

As 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 added capacity lets the team partner more deeply across the business - from Data & Insights and Group FP&A to technology, marketing, and HR - turning financial insight into better decisions on revenue and cost. You will help ensure consistent, reliable KPI reporting across the division while bringing new technology and AI into how finance works along the way. This is a role for someone who enjoys turning complex data into clear decisions, wants to sharpen and scale rather than just maintain, and keeps the commercial reality of the business front of mind.

What You'll Do:
  • Help own divisional management reporting end-to-end - building on and running 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 the 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; a 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
  • Medical/Vision/Dental Benefits
  • 401k Plan
  • 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)
  • 10 Paid Sick Days
  • Gym Membership Reimbursement
  • Commuter Benefits
  • Pet Insurance
  • Wellness & Mental Health Programs
  • Charitable Donation Matching
  • Two Paid Volunteer Days Off
  • Daily catered lunch when in the office
  • Full kitchen with snacks and beverages
  • In-building gym
  • Shuttle to/from Metra

Discretionary Performance Bonus: 8-12% of base salary based on individual and company performance.

Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.

tastytrade | tastylive | tastyfx
1330 W Fulton Market, Chicago, IL 60607

*Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they have every single qualification. Our team is dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your experience doesn't align perfectly, we encourage you to apply anyway. You may be just the right candidate for this or other roles!

About tastytrade

tastytrade is a financial media company that provides online trading education, research, and financial news. The company was founded in 2011 by Tom Sosnoff and Kristi Ross, and has since grown to become one of the leading online trading platforms in the United States. tastytrade offers a wide range of financial products and services, including options trading, futures trading, and stock trading. The company is known for its innovative approach to trading education, which emphasizes the importance of risk management and probability-based trading strategies. tastytrade has received numerous awards and recognitions for its contributions to the financial industry.
Learn more about tastytrade
Size
200 employees
Industry
Founded
2011

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