D
Datasite
Principal Financial Analyst
Skills
WorkdayPerformance ManagementFinancial AnalysisBudgetingProcess Improvement
2 months ago
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Important information
Location:
London, UK
Work mode:
Onsite
Published on:
17 August 2026
What they need
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
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
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