Senior FP&A Analyst, tastytrade
$120-140k
Offers stock purchase options, and bonus: 8-12% of base salary based on individual and company performance.
3+ days a week in office
Options trading, futures & stock trading brokerage
Be an early applicant
Options trading, futures & stock trading brokerage
201-500 employees
Be an early applicant
$120-140k
Offers stock purchase options, and bonus: 8-12% of base salary based on individual and company performance.
3+ days a week in office
201-500 employees
Company mission
To help traders succeed through sophisticated technology, favorable pricing and exceptional customer service.
Role
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
- 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!
What the job involves
- Reports To: Director, Financial Planning & Analysis
- Come join the finance team behind tastytrade and tastyfx as we grow our US divisional FP&A capability
- 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
- 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
Our take
With the aim of "making investing fun”, Unicorn-verified tastytrade has amassed a following in the hundreds of thousands, delivering technology and support for "do-it-yourself" investors.
Founded in 2011, the company supplies not only a trading platform but trading education resources as well. It has launched dozens of podcasts and online video channels focusing on investment strategies and trading, as well as learning courses for those looking to get their start in the space.
Acquired by IG Group, a global player in trading, in 2021, tastytrade has since employed this added strength to scale up its business and expand into international markets. This increasing visibility - at a time when markets are especially unpredictable and its platform an invaluable asset - has enabled tastytrade to continue its upward momentum, reporting record demand in 2025. This strong performance highlights the growing importance of its platform in an ever-evolving market.
Freddie
Company Specialist at Welcome to the Jungle
Insights
23% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Jun 2018
$20m
SERIES C
Jun 2013
$7m
EARLY VC
Total funding: $47m
Company benefits
- 3 Medical Plans Choice
- Dental & Vision Benefits
- Generous Paid Time Off
- Paid Holidays - All Market Holidays Off
- 401(k) with Company Match
- Generous Parental Leave
- Disability Leave & Disability Insurance
- Commuter Benefits
- Pet Insurance
- Wellness & Mental Health Programs
- Performance Bonuses
- Subsidized Engineering Training Program
- Stock Purchase Options
- Gym Membership Reimbursement
- Charitable Donation Matching
- Healthcare FSA
- Two Paid Volunteer Days Off
- Daily Catered Lunch
- Fully-stocked Kitchen with Snacks and Drinks
- Onsite Gym
- Casual Dress
- Sustainable Work Day
- CTA stop a block away, Shuttle to/from Metra
- Shared rooftop with greenery overlooking the city
- West Loop Location - Chicago's Tech Center
Company HQ
Fulton Market, Chicago, IL
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