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Lead FP&A Analyst

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: CHA Consulting, Inc.
Full Time position
Listed on 2026-09-30
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Senior Financial Analyst, Corporate Finance
Salary/Wage Range or Industry Benchmark: 120000 - 130000 USD Yearly USD 120000.00 130000.00 YEAR
Job Description & How to Apply Below

Lead FP&A Analyst

Location:

United States, Remote-Works from Home

Job  | # Positions: 1 | Category:
Finance

Shape Financial Strategy as a Lead FP&A Analyst - Turn Insight into Enterprise Impact

Are you ready to move beyond reporting the numbers and help shape what comes next? Bring your FP&A expertise to a highly visible role where you will guide financial planning, influence senior-level decisions, and transform complex data into strategies that advance organizational performance.

CHA Consulting, Inc. is seeking a Lead FP&A Analyst to join our Finance Team in a remote capacity. In this role, you will lead critical budgeting, forecasting, and reporting processes while partnering with senior leaders and cross-functional stakeholders across the organization. This is an opportunity to take ownership of sophisticated financial initiatives, strengthen enterprise planning capabilities, and deliver insights that support long-term growth and business performance.

What

You’ll Do
  • Lead annual budgeting and forecasting processes aligned with organizational strategy, financial targets, and operational plans
  • Lead the administration and enhancement of Workday Adaptive Planning, including model updates, reporting capabilities, system optimization, and data integrity
  • Partner with senior leaders to drive performance, inform key decisions, and align financial targets with business strategy
  • Develop executive-level financial reporting and presentations, including monthly and quarterly packages and Board of Directors materials
  • Deliver advanced financial analysis supporting organic growth planning, probability analysis, performance forecasting, and scenario modeling
  • Identify financial and operational trends, risks, and opportunities while translating findings into actionable recommendations
  • Lead financial planning and reporting process improvements that increase efficiency, standardization, and financial visibility across the organization
  • Support corporate development, mergers & acquisitions, and other high-impact initiatives that contribute to long-term growth
  • Serve as a key Finance liaison to senior leadership, communicating complex financial information clearly across financial and non-financial audiences
What You Bring
  • Bachelor's degree in Finance, Economics, or Accounting required; MBA preferred
  • Minimum of 7 years of progressively responsible experience in Corporate Finance and Financial Planning & Analysis required
  • Demonstrated success leading budgeting, forecasting, and financial planning processes within a complex organization
  • Experience with Workday Adaptive Planning required, including Insights, planning models, and reporting capabilities
  • Advanced financial modeling and Microsoft Excel skills, with the ability to convert large volumes of data into clear insights
  • Strong understanding of financial statements, key performance indicators, and operational drivers within a service-based business
  • Excellent communication and presentation skills, including the ability to make complex financial concepts accessible to non-financial audiences
  • A high level of accountability, sound judgment, and the ability to take ownership, navigate ambiguity, and drive results
  • CPA, CFA, or other relevant professional certification preferred
Why You’ll Love It Here
  • Lead high-impact financial planning initiatives that directly inform organizational strategy and executive decision-making
  • Own and enhance enterprise planning tools, models, and reporting processes that strengthen financial performance
  • Expand your influence through informal leadership, process improvement, and organization-wide capability building
Salary Range

$120,000 - $130,000

Salary is based on a variety of factors, including, but not limited to, qualifications, experience, education,…

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