Principal Financial Analyst, Datasite
FP&A
2-5 days a week in office
Virtual data rooms for M&A dealmaking
Posted today
Virtual data rooms for M&A dealmaking
1001+ employees
Posted today
2-5 days a week in office
1001+ employees
Company mission
To empower the dealmaking community to work smarter and faster.
Role
Who you are
- 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
What the job involves
- 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
- Flexible work hours may be required at times to support critical deadlines, planning cycles, global stakeholders, or business needs. Travel may be required occasionally based on business needs
Salary benchmarks
Our take
As M&A deals continue to increase in both size and frequency, key stakeholders have been actively seeking tools to streamline their work. Datasite emerges as a solution. Having transitioned from its original focus on communications, the company now offers a suite of SaaS products tailored for M&A professionals, serving approximately 75% of the leading legal firms in the field.
Leveraging its extensive industry experience, Datasite has successfully transformed into a more contemporary business entity. It has also introduced highly acclaimed AI-powered technology to assist in deal preparation, asset marketing, and facilitating buy-side acquisitions.
With significant global expansion and strategic acquisitions, Datasite remains committed to enhancing its platform capabilities. Notably, in March 2023, it unveiled Datasite Cloud, specifically designed to streamline every aspect of the dealmaking process within a unified platform.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Company benefits
- Culture and benefits built around work-life balance
- Extensive resources to support physical and mental health
- Employee assistance program
- Generous retirement plans
- Incentives for referring new colleagues
- Learning, training and mentoring programs
- Cross-functional projects
- Stretch assignments to help you progress
- Receive feedback and earn bonuses from peers & managers
- Employee bonding activities
- ESG and charitable team initiatives
Company HQ
Downtown West, Minneapolis, MN
Leadership
Rusty Wiley
(CEO & President)Before joining Datasite, Rusty held various executive roles at IBM Corporation, most recently, as General Manager, Banking & Financial Markets. Upon joining Datasite in 2014, Rusty led the successful transformation from a communications and print-related business into a global M&A SaaS technology company.
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