Lead Financial Planning & Analysis (FP&A) Analyst

Overview

The Lead FP&A Analyst is a senior individual contributor role responsible for designing, owning, and scaling the FP&A analytics and reporting ecosystem within a private equity-backed professional services organization. Reporting to the VP of FP&A, this position operates at the intersection of finance, data, and business intelligence.

This role has end-to-end ownership of the Power BI architecture supporting executive, Board, and private equity sponsor reporting. It also supports executive reporting and contributes advanced FP&A analysis, forecasting, and decision insights. The Lead FP&A Analyst ensures financial data is reliable, scalable, and presented to drive executive action.

Responsibilities

• Power BI Architecture & Analytics Ownership

  • Serve as the 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
  • Manage executive, Board, and private equity sponsor dashboards and scorecards
  • Ensure Power BI functions as a single source of truth for financial and operational performance

• Financial & Operational Reporting

  • Translate financial and professional services KPIs into intuitive executive-level visualizations
  • Collaborate with the VP of FP&A and CFO to develop reporting aligned with business scaling and changing priorities
  • Support recurring and ad hoc reporting requests for executives and leadership
  • Reduce manual Excel-based reporting through automation and architectural improvements

• FP&A Analysis & Forecasting Support

  • Lead detailed components of budgeting, rolling forecasts, and long-range planning
  • Own advanced models related to utilization, pricing, realization, margins, and staffing
  • Perform scenario and sensitivity analyses to support strategic and operational decisions

• Professional Services Performance Analytics

  • Analyze utilization, billable rates, staffing, backlog, and margin trends
  • Develop analytical views by service line, client, geography, and project type
  • Provide staffing and pricing insights to leadership

• Data Management & Systems Integration

  • Utilize NetSuite ERP as the foundation for FP&A analytics and reporting
  • Partner with Accounting and IT teams to ensure clean data flows and reconciled outputs
  • Support data governance, documentation, and metric standardization
  • Identify opportunities for automation and scalability improvements

• Analytical Standards

  • 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

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field
• 6–9+ years of experience in FP&A, finance analytics, or business intelligence
• Advanced skills in Power BI data modeling, KPI design, and executive dashboard development
• Strong understanding of professional services financial drivers and KPIs
• Advanced Excel and financial modeling capabilities
• Experience working with ERP data, preferably NetSuite
• Strong communication skills with senior leadership
• Experience in a private equity-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

Compensation & Benefits

• 100% remote work
• Flexible vacation and paid holidays
• Paid family care and sick leave
• Parental leave
• Comprehensive benefits package
• 401(k) plan with company match

Location

This is a fully remote position.

Additional Information

Candidates should be cautious of fraudulent recruitment attempts. Official communications will come from authorized company domains only. The organization will never request personal financial information or money for equipment purchases during the recruitment process.