Lead Financial Planning & Analysis (FP&A) Analyst

YA Group

3d•Remote

About The Position

The Lead FP&A Analyst is a senior individual contributor responsible for designing, owning, and scaling the FP&A analytics and reporting ecosystem in a private equity-backed professional services organization. Reporting to the VP of FP&A, this role sits at the intersection of finance, data, and business intelligence. This position has end-to-end ownership of the Power BI architecture supporting executive, Board, and PE sponsor reporting, while also supporting executive reporting and contributing advanced FP&A analysis, forecasting support, and decision insights. The role ensures financial data is reliable, scalable, and presented in a way that drives executive action.

Requirements

Bachelor’s degree in Finance, Accounting, or related field
6–9+ years of FP&A, finance analytics, or business intelligence experience
Advanced Power BI data modeling, KPI design, and executive dashboard experience
Strong understanding of professional services financial drivers and KPIs
Advanced Excel and financial modeling skills
Experience working with ERP data (NetSuite preferred)
Strong communication skills with senior leadership
Experience in a PE-backed or investor-driven environment
Experience defining analytics frameworks and KPI governance
Exposure to M&A analytics and integration
Experience mentoring analysts or serving as a reporting lead

Responsibilities

Primary owner and architect of the FP&A Power BI environment
Design and maintain scalable data models, KPIs, and reporting standards
Establish best practices for dataset structure, metric definitions, refresh logic, and performance optimization
Own executive, Board, and PE sponsor dashboards and scorecards
Ensure Power BI serves as a single source of truth for financial and operational performance
Translate financial and professional services KPIs into intuitive executive-level visualizations
Partner with the VP of FP&A and the CFO to develop reporting as the business scales and priorities change
Support recurring and ad hoc reporting requests for executives and other leaders
Reduce manual Excel-based reporting through automation and architecture improvements
Lead detailed components of budgeting, rolling forecasts, and long-range planning
Own advanced models tied to utilization, pricing, realization, margins, and staffing
Perform scenario and sensitivity analysis to support strategic and operating decisions
Analyze utilization, billable rates, staffing, backlog, and margin trends
Build analytical views by service line, client, geography, and project type
Support leaders with staffing and pricing insights
Leverage NetSuite ERP as the foundation for FP&A analytics and reporting
Partner with Accounting and IT to ensure clean data flows and reconciled outputs
Support data governance, documentation, and metric standardization
Identify opportunities for automation and scalability improvements
Set analytical and visualization standards for FP&A reporting
Review and elevate work produced by other analysts
Serve as an analytics subject-matter expert within Finance