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Principal Financial Analyst (FP&A)
Datasite · Minneapolis, United States
About The Role
Join our team as a Principal Financial Analyst (FP&A) where you will lead complex financial analysis, modeling, forecasting, and decision-support activities. You will serve as an FP&A subject matter expert, partner with Finance leadership and cross-functional stakeholders, and provide informal leadership and mentorship to other analysts. This role offers a culture and benefits built around work-life balance, extensive resources to support physical and mental health, and opportunities for learning, training, and mentoring.
- 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.
- Partner with Finance leadership and cross-functional stakeholders to evaluate business performance, investment decisions, resource allocation, and strategic initiatives.
- Strong business acumen and ability to connect financial results to operational drivers
- Experience preparing materials and insights for senior leadership
- Ability to manage ambiguity, prioritize effectively, and deliver high-quality work under tight timelines
- Strong stakeholder management and communication skills
- Significant experience with financial analysis, forecasting, budgeting, planning, and financial modeling
- MBA, CPA, CFA, or similar advanced credential preferred
- Ability to synthesize complex data into clear insights, recommendations, and business narratives
- Advanced Microsoft Excel skills; strong PowerPoint and executive presentation skills
- Knowledge of GAAP, internal controls, and financial statement relationships preferred
- High intellectual curiosity, sound judgment, and strong problem-solving skills
- Experience with financial systems, planning tools, and ERP/reporting platforms preferred
- Expert-level financial modeling and analytical skills
- Ability to lead through influence without direct authority
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 7+ years of progressive experience in Finance, Accounting, FP&A, or related analytical role
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