Financial Planning Analyst

Datasite is where deals are made. We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries. Carrying that success into the future is all about you. Your useful skills, your unusual experience, your unique ideas. Everyone here brings something unexpected. What’s yours? Invest your talents in us, and we’ll return the compliment.

The Financial Analyst is responsible for supporting financial planning, reporting, forecasting, and analysis activities within the FP&A team. This role assists with recurring financial reporting, variance analysis, budget and forecast support, and ad hoc analysis for assigned areas. The Financial Analyst works under the guidance of FP&A leadership to help translate financial and operational data into clear insights that support business decision-making.

Key Responsibilities

• Assist with the preparation, coordination, and distribution of monthly performance reporting and dashboards against forecast, budget, and prior year
• Support variance analysis by identifying key drivers, trends, risks, and opportunities
• Assist with annual planning, monthly forecasting, and related data collection activities
• Prepare routine and ad hoc financial reports, analyses, and summaries for Finance and business partners
• Validate financial and operational data to ensure reporting accuracy and consistency
• Support basic financial modeling and analysis of operating metrics, financial performance, and business trends
• Partner with FP&A team members and cross-functional stakeholders to gather inputs, clarify assumptions, and support deliverables
• Assist with month-end close support, including analysis related to accruals, reclasses, and forecast-to-actual comparisons
• Maintain and improve recurring reports, templates, and supporting documentation
• Contribute to process improvements that enhance reporting quality, efficiency, and data integrity.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 2-4 years of experience in Finance, Accounting, FP&A, or related analytical role
• Experience with financial analysis, forecasting, reporting, or planning preferred
• Exposure to financial systems, planning tools, or ERP/reporting platforms preferred

Skills and Competencies

• Strong analytical skills and attention to detail
• Proficiency in Microsoft Excel; PowerPoint experience preferred
• Ability to organize data, identify trends, and summarize findings clearly
• Effective written and verbal communication skills
• Strong follow-through, accountability, and willingness to learn
• Ability to manage recurring deadlines and shifting priorities
• Collaborative mindset and ability to work with Finance and cross-functional partners

Work Location & Flexibility

• This role follows a hybrid work model and is open to candidates based near our Minneapolis office. Employees are expected to work on-site a minimum of two days per week
• 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.