Lead FP&A Analyst

Overview

This role is a Lead FP&A Analyst position within the Finance team, supporting budgeting, forecasting, and executive-level financial analysis in a remote capacity.

You will lead critical financial planning processes, partner with senior leaders and cross-functional stakeholders, and translate complex data into actionable insights that support long-term growth and business performance.

Responsibilities

• Lead annual budgeting and forecasting processes aligned with organizational strategy, financial targets, and operational plans
• Lead the administration and enhancement of Workday Adaptive Planning, including model updates, reporting capabilities, system optimization, and data integrity
• Partner with senior leaders to drive performance, inform key decisions, and align financial targets with business strategy
• Develop executive-level financial reporting and presentations, including monthly and quarterly packages and Board of Directors materials
• Deliver advanced financial analysis supporting organic growth planning, probability analysis, performance forecasting, and scenario modeling
• Identify financial and operational trends, risks, and opportunities while translating findings into actionable recommendations
• Lead financial planning and reporting process improvements that increase efficiency, standardization, and financial visibility across the organization
• Support corporate development, mergers & acquisitions, and other high-impact initiatives that contribute to long-term growth
• Serve as a key Finance liaison to senior leadership, communicating complex financial information clearly across financial and non-financial audiences

Requirements

• Bachelor’s degree in Finance, Economics, or Accounting required
• Minimum of 7 years of progressively responsible experience in Corporate Finance and Financial Planning & Analysis required
• Demonstrated success leading budgeting, forecasting, and financial planning processes within a complex organization
• Experience with Workday Adaptive Planning required, including Insights, planning models, and reporting capabilities
• Advanced financial modeling and Microsoft Excel skills, with the ability to convert large volumes of data into clear insights
• Strong understanding of financial statements, key performance indicators, and operational drivers within a service-based business
• Excellent communication and presentation skills, including the ability to make complex financial concepts accessible to non-financial audiences
• High level of accountability, sound judgment, and the ability to take ownership, navigate ambiguity, and drive results

Preferred Qualifications

• MBA
• CPA, CFA, or other relevant professional certification

Compensation & Benefits

• Salary range: $120,000 - $130,000
• Salary is based on a variety of factors, including, but not limited to, qualifications, experience, education, licenses, specialty, training, and fair market evaluation based on industry standards.

Location

Remote