Lead Financial Planning & Analysis (FP&A) Analyst
<p> </p>
<p><strong><span>Summary:</span></strong></p>
<p><span>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.</span></p>
<p><span>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.</span></p>
<p><strong><span>Roles & Responsibilities:</span></strong></p>
<ul>
<li><strong><span>Power BI Architecture & Analytics Ownership</span></strong>
<ul>
<li><span>Primary owner and architect of the FP&A Power BI environment</span></li>
<li><span>Design and maintain scalable data models, KPIs, and reporting standards</span></li>
<li><span>Establish best practices for dataset structure, metric definitions, refresh logic, and performance optimization</span></li>
<li><span>Own executive, Board, and PE sponsor dashboards and scorecards</span></li>
<li><span>Ensure Power BI serves as a single source of truth for financial and operational performance</span></li>
</ul>
</li>
<li><strong><span>Financial & Operational Reporting</span></strong>
<ul>
<li><span>Translate financial and professional services KPIs into intuitive executive-level visualizations</span></li>
<li><span>Partner with the VP of FP&A and the CFO to develop reporting as the business scales and priorities change</span></li>
<li><span>Support recurring and ad hoc reporting requests for executives and other leaders</span></li>
<li><span>Reduce manual Excel-based reporting through automation and architecture improvements</span></li>
</ul>
</li>
<li><strong><span>FP&A Analysis & Forecasting Support</span></strong>
<ul>
<li><span>Lead detailed components of budgeting, rolling forecasts, and long-range planning</span></li>
<li><span>Own advanced models tied to utilization, pricing, realization, margins, and staffing</span></li>
<li><span>Perform scenario and sensitivity analysis to support strategic and operating decisions</span></li>
</ul>
</li>
<li><strong><span>Professional Services Performance Analytics</span></strong>
<ul>
<li><span>Analyze utilization, billable rates, staffing, backlog, and margin trends</span></li>
<li><span>Build analytical views by service line, client, geography, and project type</span></li>
<li><span>Support leaders with staffing and pricing insights</span></li>
</ul>
</li>
<li><strong><span>Data Management & Systems Integration</span></strong>
<ul>
<li><span>Leverage NetSuite ERP as the foundation for FP&A analytics and reporting</span></li>
<li><span>Partner with Accounting and IT to ensure clean data flows and reconciled outputs</span></li>
<li><span>Support data governance, documentation, and metric standardization</span></li>
<li><span>Identify opportunities for automation and scalability improvements</span></li>
</ul>
</li>
<li><strong><span>Analytical Standards</span></strong>
<ul>
<li><span>Set analytical and visualization standards for FP&A reporting</span></li>
<li><span>Review and elevate work produced by other analysts </span></li>
<li><span>Serve as an analytics subject-matter expert within Finance</span></li>
</ul>
</li>
</ul>
<p><strong><span>Qualifications:</span></strong></p>
<ul>
<li><span>Bachelor’s degree in Finance, Accounting, or related field</span></li>
<li><span>6–9+ years of FP&A, finance analytics, or business intelligence experience</span></li>
<li><span>Advanced Power BI data modeling, KPI design, and executive dashboard experience</span></li>
<li><span>Strong understanding of professional services financial drivers and KPIs</span></li>
<li><span>Advanced Excel and financial modeling skills</span></li>
<li><span>Experience working with ERP data (NetSuite preferred)</span></li>
<li><span>Strong communication skills with senior leadership</span></li>
<li><span>Experience in a PE-backed or investor-driven environment</span></li>
<li><span>Experience defining analytics frameworks and KPI governance</span></li>
<li><span>Exposure to M&A analytics and integration</span></li>
<li><span>Experience mentoring analysts or serving as a reporting lead</span></li>
</ul>
<p><strong><span>Who We Are:</span></strong></p>
<p><span>YA Group is an international professional services organization providing forensic consulting, engineering, risk mitigation, and related services.
Founded over 25 years ago as a property damage consulting firm, YA has expanded through organic growth and strategic acquisitions. Today, YA has over 800 professionals dedicated to excellence, partnership, and driving innovation. </span></p>
<p><strong><span>We Offer:</span></strong></p>
<ul>
<li><span>Employee-focused culture</span></li>
<li><span>Strong commitment to work-life balance</span></li>
<li><span>100% Remote work</span></li>
<li><span>Flexible vacation & Paid holidays</span></li>
<li><span>Paid family care/sick leave</span></li>
<li><span>Parental leave</span></li>
<li><span>Comprehensive benefits</span></li>
<li><span>401k w/match</span></li>
</ul>
<p><strong><span>Fraudulent Recruitment Alert:</span></strong></p>
<p><span>Please be vigilant against fraudulent recruitment attempts. YA will never ask for personal financial information (such as bank account numbers or identification numbers) via social media or chat-based apps.
We also will not request money for the purchase of business equipment or conduct interviews solely via text message.</span></p>
<p><span>All official email communications regarding your application will come from <strong>notify@dayforce.com</strong> or directly from a member of our talent team using an <strong>@yagroup.com</strong> domain name.</span></p>
<p><span>If you suspect any fraudulent activity, please contact us directly at </span><span><a rel="noopener" href="https://storejob.staffkhoje.com/blogs/news/mailto:careers@yagroup.com" target="_blank"><span>careers@yagroup.com.</span></a></span></p>
<p> </p>