[Hiring] Lead Financial Planning & Analysis (FP&A) Analyst @YA Group

Role Description

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.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field
• 6–9+ 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

Requirements

• 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
• 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
• 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
• 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
• 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
• 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

Benefits

• 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

Company Description

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.