Lead FP&A Analyst

Brief Overview

We’re seeking a Lead FP&A Analyst to serve as a central figure in our financial planning, reporting, and Adaptive system administrations. This is a high-visibility role supporting consolidation, executive and Board-level reporting, and revenue forecasting for a publicly traded company. Our team is made up of agile, business-minded multi-taskers who move quickly and take ownership. The ideal candidate is systems-savvy and thrives in a fast-paced environment where priorities shift and sound judgment matters — especially on numbers that reach the Board

Core Responsibilities

Consolidation & Reporting

– Lead and own the preparation of consolidation and management reporting, including Board of Directors, Audit Committee, and executive presentation packages, ensuring accuracy, clarity, and executive-readiness.

– Partner with Accounting and External Reporting to ensure consolidated results are accurate and consistent across everything presented internally and externally, aligned to the quarterly close and filing cadence.

– Translate complex financial data into concise, decision-ready narratives and presentations for senior leadership and the Board.

Forecasting & Analysis

– Lead the revenue forecasting process and variance analysis, partnering with business stakeholders to build and refine models that inform strategic decisions.

– Own recurring forecast cycles (monthly pacing, quarterly forecasts), identifying risks and opportunities and recommending corrective action.

– Support the quarterly close process, including tie-outs between planning and accounting systems.

Systems & Automation

– Administer Adaptive Planning, including models, dimensions, versions, and security roles; build, maintain, and improve financial models and reporting processes across planning and ERP systems such as Workday Adaptive Planning and NetSuite.

– Drive automation and systems improvements, identifying opportunities to streamline recurring reporting and close-cycle workflows.

– Partner cross-functionally with Accounting, Systems, and business teams to ensure data integrity and alignment.

Qualifications

– 6+ years of FP&A, corporate finance, or related experience, ideally at a publicly traded company.

– Demonstrated experience with consolidation reporting and Board / Audit Committee reporting.

– Strong revenue forecasting and financial modeling background.

– Advanced proficiency in Excel (complex modeling, large datasets) and PowerPoint (executive-level presentations).

– Systems-savvy with the ability to learn and optimize planning and ERP platforms; experience with Workday Adaptive Planning and/or NetSuite a strong plus.

– Business acumen with the ability to multitask, prioritize, and move quickly with limited direction while maintaining accuracy on executive-facing deliverables.

– Excellent communication skills, translating technical detail into plain-language insight for varied audiences.

Preferred Qualifications

– Experience in a SaaS, healthcare, or telehealth environment.

– Familiarity with automation tools (VBA, Python, SQL, Power BI) and AI-enabled workflows.

– Track record of process improvement and cross-system integration.