Principal Financial Analyst, FP&A

Datasite
London
Workplace: HybridFull timeFunction: Finance & AccountingExperience: 7+ yearsEducation: bachelorsSkills: ["Stakeholder management","Communication","Problem-solving","Ability to synthesize information","Ability to lead through influence"]

Lead complex FP&A analysis for assigned areas and enterprise initiatives, driving forecasting, budgeting, long-range planning, and scenario-based decision support. Own key deliverables such as management reporting, operating reviews, and executive-ready materials, while building driver-based models and analyzing KPIs, trends, and variances. Partner with Finance leadership and cross-functional stakeholders to support investment decisions and planning processes, mentoring analysts and improving FP&A reporting, models, and data quality.

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FursaFursa
Datasite
Datasite
7 hours ago

Principal Financial Analyst, FP&A

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Last checked: 7 hours agoStatus: Live

Job Summary

Lead complex FP&A analysis for assigned areas and enterprise initiatives, driving forecasting, budgeting, long-range planning, and scenario-based decision support. Own key deliverables such as management reporting, operating reviews, and executive-ready materials, while building driver-based models and analyzing KPIs, trends, and variances. Partner with Finance leadership and cross-functional stakeholders to support investment decisions and planning processes, mentoring analysts and improving FP&A reporting, models, and data quality.
Location: London
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Lead complex financial modeling, scenario analysis, and decision-support work for assigned areas or enterprise 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 KPIs to identify actionable insights.
  • •Partner with Finance leadership and cross-functional stakeholders to evaluate performance, investment decisions, resource allocation, and strategic initiatives.
Travel: Low travel

Key Requirements

  • •Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • •7+ years of progressive experience in Finance, Accounting, FP&A, or a related analytical role.
  • •Significant experience with financial analysis, forecasting, budgeting, planning, and financial modeling.
  • •Experience preparing materials and insights for senior leadership.
  • •Advanced Microsoft Excel skills plus strong PowerPoint and executive presentation skills.
Experience:7+ yearsFP&A
Education:Bachelor's in Finance, Accounting, Economics, or related field
Skills:Stakeholder managementCommunicationProblem-solvingAbility to synthesize informationAbility to lead through influence
Certifications:CPACFA
Tech Stack:Microsoft ExcelPowerPointERPFinancial systemsPlanning tools

Company Brief

Datasite
Provides board reporting and meeting-management SaaS that streamlines preparation, collaboration and follow-up for executive and board meetings, delivering secure workflows and AI-powered insights to improve decision-making for large organisations.
Industry: Enterprise Software
Company Size: Medium (51 to 250 employees)
Growth: Established Company
Funding: Series B
Headquarters: Zurich, Switzerland
Founded: 2011
Glassdoor
Glassdoor: 4.4
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