Lead FP&A Analyst

Overview

The organization is seeking a Lead FP&A Analyst to join the Finance Team in a remote capacity. This role leads budgeting, forecasting, and reporting processes while partnering with senior leaders and cross-functional stakeholders. You will own sophisticated financial initiatives, strengthen enterprise planning capabilities, and deliver 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 to increase efficiency, standardization, and financial visibility across the organization
• Support corporate development, mergers & acquisitions, and other high-impact initiatives contributing 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; MBA preferred
• 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 and sound judgment, with the ability to take ownership, navigate ambiguity, and drive results

Preferred Qualifications

• CPA, CFA, or other relevant professional certification preferred

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

Equal Employment Opportunity

The organization celebrates inclusion and equality and is committed to providing a work environment free of discrimination. Qualified applicants will be considered for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.