Senior FP&A Analyst

About Exegy

Exegy is a global leader in intelligent market data, advanced trading systems, and future-proof technology. Exegy serves as a trusted partner to the complete ecosystem of the buy-side, sell-side, exchanges, and financial services technology firms around the globe. Headquartered in St. Louis with regional offices in North America, the UK/Europe and Asia Pacific, Exegy has the global footprint to deliver world-class support and managed services to its customer base of elite financial market participants.

Job Summary

Exegy is seeking a Senior FP&A Analyst to support financial analysis and reporting for its growing organization. The role is located in St. Louis, MO, and reports to the Manager FP&A. As a key member of the finance team, the Senior Financial Analyst leads analysis and packaging of insightful recommendations to business partners and supports best-in-class Finance processes that help drive EBITDA results.

Responsibilities

• Support FP&A deliverables for a $100M PE-backed SAAS company
• Lead the preparation of monthly financial reporting for PE backers, including P&L and headcount results
• Lead monthly SG&A spend reporting and reviewing cost center owners, and provide relevant guidance; champion appropriate business spend and investments
• Support business partners on ad-hoc financial analysis, including vendor cost optimization
• Lead the tracking of cost-savings around vendor consolidation initiatives (i.e. datacenters and historical data service)
• Lead monthly COGS reporting and analysis, including vendor spend analysis related to exchange connectivity (i.e. CME and NYSE), hosting, market data, vendor of record, and cloud services
• Build and distribute trended vendor spend analysis and variance reporting
• Partner with CTO on IT-related initiatives (i.e. reallocation of resources to deliver backlog)
• Support the annual Budget and quarterly forecast process; timely gathering of relevant SG&A, and headcount inputs
• Lead allocation of vendor cost by product lines to derive a product-based P&L
• Partner with HR on headcount and salary planning
• Prepare Board materials and quarterly presentations
• Support the construction of relevant revenue and EBITDA bridges, transaction analysis, and sum-of-the-parts asset valuation analysis; creating pro forma models; performing sensitivity analysis; performing IRR calculations under multiple scenarios
• Support the company’s due diligence, modeling, and acquisition integration
• Support post-acquisition activities, including headcount rationalization and synergies realization
• Lead monthly audit of expense reports using the Concur tool
• Support the purchase order process; ensure spend is in line with budget and forecast
• Lead continuous identification and actioning of cost saving opportunities
• Crosstrain to become backup for Revenue Reporting, in support of Manager FP&A (Revenue)
  
  

Our Ideal Candidate Has

• Bachelor’s degree in Accounting or Finance; MBA or CPA preferred
• Minimum of three years of relevant experience as a Financial Analyst/Senior Financial Analyst
• Strong proficiency in Excel, PowerPoint, ERP (NetSuite), and financial consolidation tools
• Experience in Private Equity environment a plus
• Must have the ability to work independently and handle multiple priorities and deadlines simultaneously
• Contributes as a team player with a positive attitude and intellectual curiosity to learn
• Prioritizing tasks, adapting to change, communicating expectations, adhering to deadlines while managing multiple projects simultaneously, and working well under pressure
• Results-driven and detail-oriented with a high degree of attention to detail