FP&A Lead

The FP&A Lead is responsible for leading financial planning, forecasting, performance reporting, and analysis across the organization. This role owns key financial planning processes, including the annual operating budget, long-range planning, periodic reforecasting, cash flow forecasting, and business unit performance reporting.

Working closely with Finance leadership and cross-functional business unit leaders, the FP&A Lead serves as a primary financial partner to the business, providing financial insight and decision support related to revenue, profitability, headcount, operating expenses, capital expenditures, and other key business drivers. This role also will be a key contributor to board reporting and will partner with Pricing and Project Finance to evaluate study margins, profitability, and financial performance.

• Lead the annual operating budget and three-year financial planning process across business units and departments.
• Lead monthly and quarterly reforecasting of revenue, expenses, headcount, profitability, and other key financial metrics.
• Maintain and enhance driver-based financial models used for budgeting, forecasting, scenario planning, and decision support.
• Partner with department leaders to develop financial assumptions, evaluate performance, and identify risks and opportunities.
• Own and maintain the 13-week cash flow forecast and six-month cash outlook.
• Monitor cash performance, liquidity requirements, and key working capital drivers, including accounts receivable, unbilled revenue, and deferred revenue.
• Identify cash flow risks and opportunities and provide timely analysis and recommendations to Finance leadership.
• Lead monthly budget-to-actual and forecast variance analysis across business units and departments, identifying key trends, drivers, risks, and opportunities.
• Build and maintain financial and operational KPI dashboards and OPEX reporting.
• Analyze backlog, bookings, burn, revenue conversion, margins, profitability, and other financial and operational performance indicators.
• Prepare financial reporting and analysis for board materials, including quarterly and year-to-date performance, business unit results, cash position, forecasts, and key business drivers.
• Support lender, sponsor, and other stakeholder reporting requirements.
• Serve as a primary Finance partner to business unit leaders, providing financial guidance and decision support related to headcount, capital expenditures, vendor spend, and other business decisions.
• Partner with Pricing and Project Finance to evaluate study margins, project profitability, pricing assumptions, contract amendments, change orders, and other financial impacts throughout the project lifecycle.
• Assess the financial impact of contract amendments, change orders, project scope changes, and other commercial decisions.
• Lead improvements to FP&A processes, financial models, reporting, controls, automation, and data quality.
• Establish and maintain consistent financial planning methodologies, reporting standards, and processes across the organization.
• Serve as an FP&A subject matter resource to cross-functional stakeholders and support Finance leadership with strategic analyses, business cases, and special projects.
• Perform other duties as assigned.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; or an equivalent combination of education and experience.
• 5–8 years of experience in financial planning and analysis, corporate finance or a related field.
• Demonstrated experience leading budgeting, forecasting, financial modeling, and performance reporting processes.
• Advanced Microsoft Excel and financial modeling skills.
• Experience with ERP systems;
  Net Suite…