Lead FP&A Analyst

Accruity • Pittsburgh, PA

84d • $85,000 • Hybrid

About The Position

We’re seeking a Lead FP&A Analyst to own financial reporting, KPI development, forecasting, and strategic analysis across our client base. You’ll be at the center of elevating the clarity, consistency, and impact of the financial deliverables we provide to our clients — while continuously improving the systems and processes behind them.

Requirements

• 5–8 years of FP&A or related experience.
• Strong financial reporting and dashboard creation experience.
• Advanced Excel skills and experience with ERPs (QuickBooks Online, AppFolio, or similar).
• Excellent communication skills and confidence engaging directly with clients.
• A proactive, self-starting mindset with a drive to improve processes and workflows.
• Detail-oriented, organized, and deeply committed to producing high-quality reporting and analysis.

Responsibilities

• Own the creation, enhancement, and delivery of client-facing financial reporting packages, KPI dashboards, and performance analyses.
• Partner with engagement teams, leadership, and clients to understand business drivers and translate financial data into clear, actionable insights.
• Lead the development of budgets, forecasts, scenario models, and trend analyses across assigned clients.
• Prepare, refine, and present investor decks, board-level materials, and executive financial summaries.
• Maintain and continuously improve reporting processes, templates, and systems—including automation, workflow optimization, and integration of new technology.
• Ensure accuracy, consistency, and clarity in all reporting deliverables through strong documentation, data validation, and quality control.
• Support internal initiatives related to service line performance, profitability analysis, and operational KPI tracking.

Benefits

• Medical: ICHRA plan (Bavvy) with $300/month employer contribution
• Dental: Guardian — 100% of employee premiums covered
• Vision: Guardian — 100% of employee premiums covered
• Retirement: SIMPLE IRA with 3% dollar-for-dollar match (Vanguard)
• Devices/Hardware: Company-issued laptop for full-time employees (contractors provide their own)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed