Principal Financial Analyst, FP&A

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcingand more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth. Apply for one position or as many as you like. Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish. Get started now, we look forward to meeting you..Job Description: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.Key ResponsibilitiesLead 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.QualificationsBachelor'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 analytic...