Senior Manager/Director of Financial Planning & Analysis (FP&A)
Website Trading Technologies
Multi-asset platform for capital markets
The Sr. Manager/Director, FP&A will play a critical role as a strategic business partner to Trading Technologies’ executive team and key stakeholders. This role will own the forward-looking financial engine of the business which includes driving planning, forecasting, analytics, and performance management across the organization. The ideal candidate combines deep financial modeling expertise with strong business judgment and communication skills, and will influence finance strategy, product investment decisions, and value creation initiatives. The role reports to the VP Finance & Accounting and partners closely with Go-to-Market, Product, Operations, Data/Technology teams, and Line of Business Owners, as well as PE stakeholders and the Board.
The Sr. Manager or Director, FP&A will be successful in this role when they can start executing the following strategic tasks/responsibilities after their first 100 days with the company:
- Develop deep understanding of Trading Technologies’ annual operating plan, business model, product portfolio, GTM strategy, and key value drivers
- Take ownership of Annual budget, rolling forecasts, and board/executive reporting processes
- Establish strong partnerships with GTM, Product, and Operations leaders as a trusted finance advisor
- Own and enhance 3-statement financial model and long-range plan
- Identify opportunities to improve forecasting accuracy, automate reporting, and enhance financial data infrastructure
Key Responsibilities
- Lead the Annual Operating Plan (AOP), rolling forecasts, and long-range planning, including scenario and sensitivity analyses
- Serve as a strategic finance partner to GTM, Product, and Line of Business leaders, supporting forecasting, pricing strategy, headcount planning, product investment, M&A integrations and growth initiatives
- Prepare and continuously enhance executive, investor, and Board reporting packages, translating complex financial results into strategic narratives and recommendations
- Build and maintain a fully integrated 3 statement financial forecast model, including a 13 week cash forecast
- Perform data-driven analyses to monitor business operations; provide management with clear and actionable insights into drivers of business growth, risks and opportunities
- Own the FP&A systems roadmap and partner with stakeholders to ensure scalable financial data architecture, automation, and governance
- Drive process improvements to increase forecasting accuracy, reporting efficiency, and decision-making speed
- Build, mentor, and scale a high-performing FP&A team
Skills, Knowledge and Expertise
- Bachelor’s degree in Finance, Accounting, Economics or a related field (MBA or CFA preferred)
- 8+ years of progressive experience in FP&A, strategic finance, investment banking or related roles
- Experience in PE-backed or high-growth SaaS/software environments strongly preferred
- Strong knowledge of GAAP, revenue recognition, SaaS and financial metrics, including but not limited to: ARR, Bookings, renewals/retention, sales productivity, Rule of 40, etc.
- Track record of leading data transformation and automation projects within the Finance function
- Strong financial and business acumen with ability to communicate the “what” and “why” behind the numbers
- Experience hiring, mentoring and scaling FP&A teams
- Expertise in planning and forecasting tools (e.g., Abacum, Adaptive, Planful), ERP systems (NetSuite), and CRM/BI platforms (Salesforce, Domo, Tableau, Power BI)
- Demonstrated experience in leading budgeting, forecasting, and variance analyses
- Proficiency in building and maintaining complex financial models including fully integrated 3-statement long-range model
- Exceptional attention to detail, problem-solving and critical thinking skills
Benefits
Compensation: $125,000 – $225,000 / year
Trading Technologies (www.tradingtechnologies.com) is a global capital markets platform services company providing market-leading technology for the end-to-end trading operations of Tier 1 banks, brokerages, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. With its roots in listed derivatives, the Software-as-a-Service (SaaS) company delivers “multi-X” solutions, with “X” representing asset classes, functions, workflows, and geographies. This multi-X approach features trade execution services across futures and options, fixed income, foreign exchange (FX), and cryptocurrencies, augmented by solutions for data and analytics, including transaction cost analysis (TCA); quantitative trading; compliance and trade surveillance; clearing and post-trade allocation; and infrastructure services. The award-winning TT platform ecosystem also helps exchanges deliver innovative solutions to their market participants and technology companies to distribute their complementary offerings to Trading Technologies’ clients.
Trading Technologies (TT) is an equal-opportunity employer. Equal employment has been, and continues to be, a required practice at the Company. Trading Technologies’ practice of equal employment opportunity is to recruit, hire, train, promote, and base all employment decisions on ability rather than race, color, religion, national origin, sex/gender orientation, age, disability, sexual orientation, genetic information or any other protected status. Additionally, TT participates in the E-Verify Program for US offices.
Competitive Benefits & Perks We offer a comprehensive benefits package designed to support your well-being, growth, and work-life balance.
- Health & Financial Security:
- Medical, Dental, and Vision insurance
- Flexible Spending Accounts (FSA) & Health Savings Accounts (HSA)
- 401(k) retirement plan
- Pre-tax transit and parking benefits
- Time Off & Flexibility:
- Enjoy the best of both worlds: the energy and collaboration of in-person work, combined with the convenience and focus of remote days. This is a hybrid position requiring three days of in-office collaboration per week, with the flexibility to work remotely for the remaining two days. Our hybrid model is designed to balance individual flexibility with the benefits of in-person collaboration, enhanced team cohesion, spontaneous innovation, hands-on mentorship opportunities and strengthens our company culture.
- 22 days of Paid Time Off (PTO) per year, with the option to roll over unused days.
- One dedicated day per year for volunteering.
- Two professional development days per year to allow uninterrupted professional development.
- An additional PTO day added during milestone anniversary years.
- Robust paid holiday schedule with early dismissal.
- Generous parental leave for all parents (including adoptive parents).
- Work-Life Support & Resources:
- Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment.
- Backup child and pet care, as well as tutoring services.
- Milestone anniversary bonuses.
- Wellness & Lifestyle Perks:
- Stipend and subsidy contributions toward personally-owned cell phones
- Contributions for gym memberships and health/wellness initiatives.
- Discounted healthcare premiums.
- Healthy meal delivery program subsidies.
To apply for this job please visit tradingtechnologies.pinpointhq.com