Senior Analyst, Fp&a Finance Operations

The Trade Desk The Trade Desk · Media · New York, NY · Financial Planning and Analysis

The Trade Desk is seeking a Senior Analyst for their FP&A team. This role involves building and maintaining forecasting models, analyzing spend trends, creating C-level presentations, driving the quota-setting process, and collaborating with various teams to enhance reporting systems. The ideal candidate has advanced modeling skills in Excel, experience with Anaplan and Salesforce, proficiency in BI tools like Tableau, and competency in SQL.

What you'd actually do

  1. Build and maintain forecasting models (daily, weekly, monthly, and quarterly) to identify revenue risks and opportunities across regions and portfolios.
  2. Provide analyses for monthly, quarterly, and annual spend trends, escalating critical risks and opportunities to
  3. Create C-level presentations summarizing performance drivers, trends, and actionable recommendations for senior stakeholders.
  4. Drive the design, territory alignment, and implementation of the quota-setting process, collaborating with Revenue Operations and Sales Leadership.
  5. Regularly meet with stakeholders to offer concise updates and actionable business insights.

Skills

Required

  • Bachelor's degree in Finance, Economics, Business, or related field.
  • Minimum of 4 years in FP&A, Sales Finance, Corporate Finance, Revenue Operations, or similar analytical roles.
  • Advanced modeling skills in MS Excel.
  • Hands-on experience with Anaplan and Salesforce.
  • Proficiency in Tableau or comparable BI tools.
  • Competency in SQL/Vertica for querying large datasets, with the ability to independently write and troubleshoot queries.
  • Exceptional ability to work with complex datasets and provide clear, impactful recommendations promptly.
  • Strong presentation and storytelling skills, capable of distilling intricate analyses into actionable insights for senior leadership.
  • Highly organized, self-motivated, and effective at managing multiple workflows while maintaining attention to detail.
  • Strong partnership skills; comfortable collaborating with peers across Finance, Sales, Commercial Operations, and Business Intelligence teams.

Nice to have

  • Knowledge of the programmatic advertising landscape is a plus.