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Posted May 17, 2026

Lead Financial Planning & Analysis (FP&A) Analyst

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<p> </p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><strong><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans'; color: #2c7f8d;">Summary:</span></strong></p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">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 style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">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 style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><strong><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans'; color: #2c7f8d;">Roles & Responsibilities:</span></strong></p> <ul style="margin-bottom: 3pt; margin-top: 0px;"> <li style="margin: 0in 0in 3pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><strong><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Power BI Architecture & Analytics Ownership</span></strong> <ul style="list-style-type: circle; margin-top: 0in; margin-bottom: 0in;"> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Primary owner and architect of the FP&A Power BI environment</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Design and maintain scalable data models, KPIs, and reporting standards</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Establish best practices for dataset structure, metric definitions, refresh logic, and performance optimization</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Own executive, Board, and PE sponsor dashboards and scorecards</span></li> <li style="margin: 0in 0in 3pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Ensure Power BI serves as a single source of truth for financial and operational performance</span></li> </ul> </li> <li style="margin: 0in 0in 3pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><strong><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Financial & Operational Reporting</span></strong> <ul style="list-style-type: circle; margin-top: 0in; margin-bottom: 0in;"> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Translate financial and professional services KPIs into intuitive executive-level visualizations</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Partner with the VP of FP&A and the CFO to develop reporting as the business scales and priorities change</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Support recurring and ad hoc reporting requests for executives and other leaders</span></li> <li style="margin: 0in 0in 3pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Reduce manual Excel-based reporting through automation and architecture improvements</span></li> </ul> </li> <li style="margin: 0in 0in 3pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><strong><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">FP&A Analysis & Forecasting Support</span></strong> <ul style="list-style-type: circle; margin-top: 0in; margin-bottom: 0in;"> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Lead detailed components of budgeting, rolling forecasts, and long-range planning</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Own advanced models tied to utilization, pricing, realization, margins, and staffing</span></li> <li style="margin: 0in 0in 3pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Perform scenario and sensitivity analysis to support strategic and operating decisions</span></li> </ul> </li> <li style="margin: 0in 0in 3pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><strong><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Professional Services Performance Analytics</span></strong> <ul style="list-style-type: circle; margin-top: 0in; margin-bottom: 0in;"> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Analyze utilization, billable rates, staffing, backlog, and margin trends</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Build analytical views by service line, client, geography, and project type</span></li> <li style="margin: 0in 0in 3pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Support leaders with staffing and pricing insights</span></li> </ul> </li> <li style="margin: 0in 0in 3pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><strong><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Data Management & Systems Integration</span></strong> <ul style="list-style-type: circle; margin-top: 0in; margin-bottom: 0in;"> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Leverage NetSuite ERP as the foundation for FP&A analytics and reporting</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Partner with Accounting and IT to ensure clean data flows and reconciled outputs</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Support data governance, documentation, and metric standardization</span></li> <li style="margin: 0in 0in 3pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Identify opportunities for automation and scalability improvements</span></li> </ul> </li> <li style="margin: 0in 0in 3pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><strong><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Analytical Standards</span></strong> <ul style="list-style-type: circle; margin-top: 0in; margin-bottom: 0in;"> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Set analytical and visualization standards for FP&A reporting</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Review and elevate work produced by other analysts </span></li> <li style="margin: 0in 0in 12pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Serve as an analytics subject-matter expert within Finance</span></li> </ul> </li> </ul> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><strong><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans'; color: #2c7f8d;">Qualifications:</span></strong></p> <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Bachelor’s degree in Finance, Accounting, or related field</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">6–9+ years of FP&A, finance analytics, or business intelligence experience</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Advanced Power BI data modeling, KPI design, and executive dashboard experience</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Strong understanding of professional services financial drivers and KPIs</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Advanced Excel and financial modeling skills</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Experience working with ERP data (NetSuite preferred)</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Strong communication skills with senior leadership</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Experience in a PE-backed or investor-driven environment</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Experience defining analytics frameworks and KPI governance</span></li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Exposure to M&A analytics and integration</span></li> <li style="margin: 0in 0in 12pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">Experience mentoring analysts or serving as a reporting lead</span></li> </ul> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><strong><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans'; color: #2c7f8d;">Who We Are:</span></strong></p> <p style="margin: 0in 0in 12pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans';">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 style="margin: 0in; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><strong><span style="font-size: 11.0pt; line-height: 115%; font-family: 'Open Sans'; color: #2c7f8d;">We Offer:</span></strong></p> <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: normal; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; font-family: 'Open Sans';">Employee-focused culture</span></li> <li style="margin: 0in 0in 0in 0px; line-height: normal; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; font-family: 'Open Sans';">Strong commitment to work-life balance</span></li> <li style="margin: 0in 0in 0in 0px; line-height: normal; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; font-family: 'Open Sans';">100% Remote work</span></li> <li style="margin: 0in 0in 0in 0px; line-height: normal; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; font-family: 'Open Sans';">Flexible vacation & Paid holidays</span></li> <li style="margin: 0in 0in 0in 0px; line-height: normal; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; font-family: 'Open Sans';">Paid family care/sick leave</span></li> <li style="margin: 0in 0in 0in 0px; line-height: normal; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; font-family: 'Open Sans';">Parental leave</span></li> <li style="margin: 0in 0in 0in 0px; line-height: normal; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; font-family: 'Open Sans';">Comprehensive benefits</span></li> <li style="margin: 0in 0in 24pt 0px; line-height: normal; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; font-family: 'Open Sans';">401k w/match</span></li> </ul> <p style="margin: 0in 0in 6pt; line-height: normal; font-size: 12pt; font-family: Aptos, sans-serif;"><strong><span style="font-size: 11.0pt; font-family: 'Open Sans'; color: #2c7f8d;">Fraudulent Recruitment Alert:</span></strong></p> <p style="margin: 0in 0in 6pt; line-height: normal; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; font-family: 'Open Sans';">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 style="margin: 0in 0in 6pt; line-height: normal; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; font-family: 'Open Sans';">All official email communications regarding your application will come from <strong>[email protected]</strong> or directly from a member of our talent team using an <strong>@yagroup.com</strong> domain name.</span></p> <p style="margin: 0in; line-height: normal; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11.0pt; font-family: 'Open Sans';">If you suspect any fraudulent activity, please contact us directly at </span><span style="font-family: 'Open Sans';"><a rel="noopener" href="https://storejob.staffkhoje.com/blogs/news/mailto:[email protected]" target="_blank"><span style="font-size: 11.0pt;">[email protected].</span></a></span></p> <p style="margin: 0in; line-height: normal; font-size: 12pt; font-family: Aptos, sans-serif;"> </p>


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