AdTechTalent
Other7 days agoOn-site

The Trade Desk

Senior Analyst, FP&A Finance Operations

FP&Afinanceforecastingrevenue modelingquota settingAnaplanSalesforceTableauSQLVerticabusiness intelligencedata analysisprogrammatic advertising

Key details

Salary

$85K – $156K

Employment type

Full-time

Seniority

Senior

Years experience

3-5

Location

New York, US

Full job description

The Trade Desk seeks a Senior Analyst for the FP&A team in New York. The role involves building and maintaining forecasting models, analyzing spend trends, creating presentations for senior stakeholders, driving quota-setting processes, and collaborating with multiple teams to improve reporting systems and BI dashboards. Requires a bachelor's degree in Finance, Economics, Business or related field, 4+ years experience in FP&A or related roles, advanced Excel modeling, experience with Anaplan, Salesforce, Tableau, and SQL/Vertica. Strong analytical, presentation, organizational, and collaboration skills are essential. Knowledge of programmatic advertising is a plus. Benefits include comprehensive healthcare, retirement plans, disability coverage, life insurance, tuition reimbursement, parental leave, sick and vacation time, paid holidays, stock purchase plan, and variable compensation. Salary range is $85,300 to $156,400 USD.

What you'll do

  • Build and maintain forecasting models (daily, weekly, monthly, quarterly) to identify revenue risks and opportunities across regions and portfolios
  • Provide analyses for monthly, quarterly, and annual spend trends, escalating critical risks and opportunities
  • Create C-level presentations summarizing performance drivers, trends, and actionable recommendations for senior stakeholders
  • Drive design, territory alignment, and implementation of quota-setting process collaborating with Revenue Operations and Sales Leadership
  • Regularly meet with stakeholders to offer concise updates and actionable business insights
  • Support regional sales leaders with custom forecasting needs for operational reviews and executive updates
  • Collaborate with Business Intelligence, Systems Engineering, Finance Systems, Sales Training, and Data teams to strengthen reporting systems, ensure data integrity, and streamline analytical processes
  • Partner with the Anaplan team to enhance system functionality and implement automated Business Intelligence dashboards

Requirements

  • 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 ability to write and troubleshoot queries independently
  • Exceptional ability to work with complex datasets and provide clear, impactful recommendations promptly
  • Strong presentation and storytelling skills for senior leadership
  • Highly organized, self-motivated, and effective at managing multiple workflows with attention to detail
  • Strong partnership skills; comfortable collaborating across Finance, Sales, Commercial Operations, and Business Intelligence teams
  • Knowledge of the programmatic advertising landscape is a plus

Tech stack

MS ExcelAnaplanSalesforceTableauSQLVertica

Benefits

Comprehensive healthcare (medical, dental, vision) with premiums paid in full for employees and dependentsRetirement benefits including 401k plan and company matchShort and long-term disability coverageBasic life insuranceWell-being benefitsReimbursement for certain tuition expensesParental leaveSick time of 1 hour per 30 hours workedVacation time up to 120 hours in the first year and 160 hours thereafterAround 13 paid holidays per yearEmployee Stock Purchase Plan with discounted stock purchaseVariable compensation-based incentives and commissions depending on roleEligibility for stock-based compensation grants based on company and individual performance

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