Lead Financial Planning & Analysis (FP&A) Analyst
Summary:
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.
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.
Roles & Responsibilities:
• Power BI Architecture & Analytics Ownership
• 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
• Own executive, Board, and PE sponsor dashboards and scorecards
• Ensure Power BI serves 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
• Partner with the VP of FP&A and the CFO to develop reporting as the business scales and priorities change
• Support recurring and ad hoc reporting requests for executives and other leaders
• Reduce manual Excel-based reporting through automation and architecture improvements
• FP&A Analysis & Forecasting Support
• Lead detailed components of budgeting, rolling forecasts, and long-range planning
• Own advanced models tied to utilization, pricing, realization, margins, and staffing
• Perform scenario and sensitivity analysis to support strategic and operating decisions
• Professional Services Performance Analytics
• Analyze utilization, billable rates, staffing, backlog, and margin trends
• Build analytical views by service line, client, geography, and project type
• Support leaders with staffing and pricing insights
• Data Management & Systems Integration
• Leverage NetSuite ERP as the foundation for FP&A analytics and reporting
• Partner with Accounting and IT 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 related field
• 6+ years of FP&A, finance analytics, or business intelligence experience
• Advanced Power BI data modeling, KPI design, and executive dashboard experience
• Strong understanding of professional services financial drivers and KPIs
• Advanced Excel and financial modeling skills
• Experience working with ERP data (NetSuite preferred)
• Strong communication skills with senior leadership
• Experience in a PE-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
Who We Are:
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.
We Offer:
• Employee-focused culture
• Strong commitment to work-life balance
• 100% Remote work
• Flexible vacation & Paid holidays
• Paid family care/sick leave
• Parental leave
• Comprehensive benefits
• 401k w/match
Fraudulent Recruitment Alert:
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.
All official email communications regarding your application will come from [email protected] or directly from a member of our talent team using an @yagroup.com domain name.
If you suspect any fraudulent activity, please contact us directly at [email protected].
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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.
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.
Roles & Responsibilities:
• Power BI Architecture & Analytics Ownership
• 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
• Own executive, Board, and PE sponsor dashboards and scorecards
• Ensure Power BI serves 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
• Partner with the VP of FP&A and the CFO to develop reporting as the business scales and priorities change
• Support recurring and ad hoc reporting requests for executives and other leaders
• Reduce manual Excel-based reporting through automation and architecture improvements
• FP&A Analysis & Forecasting Support
• Lead detailed components of budgeting, rolling forecasts, and long-range planning
• Own advanced models tied to utilization, pricing, realization, margins, and staffing
• Perform scenario and sensitivity analysis to support strategic and operating decisions
• Professional Services Performance Analytics
• Analyze utilization, billable rates, staffing, backlog, and margin trends
• Build analytical views by service line, client, geography, and project type
• Support leaders with staffing and pricing insights
• Data Management & Systems Integration
• Leverage NetSuite ERP as the foundation for FP&A analytics and reporting
• Partner with Accounting and IT 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 related field
• 6+ years of FP&A, finance analytics, or business intelligence experience
• Advanced Power BI data modeling, KPI design, and executive dashboard experience
• Strong understanding of professional services financial drivers and KPIs
• Advanced Excel and financial modeling skills
• Experience working with ERP data (NetSuite preferred)
• Strong communication skills with senior leadership
• Experience in a PE-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
Who We Are:
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.
We Offer:
• Employee-focused culture
• Strong commitment to work-life balance
• 100% Remote work
• Flexible vacation & Paid holidays
• Paid family care/sick leave
• Parental leave
• Comprehensive benefits
• 401k w/match
Fraudulent Recruitment Alert:
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.
All official email communications regarding your application will come from [email protected] or directly from a member of our talent team using an @yagroup.com domain name.
If you suspect any fraudulent activity, please contact us directly at [email protected].
Apply tot his job
Apply To this Job