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.

Role Description The Vice President of FP&A is a senior finance leader responsible for financial planning, forecasting, reporting, and decision support in a PE-backed professional services organization. This role partners closely with the CFO, executive team, and PE sponsors to drive value creation, margin expansion, scalable growth, and exit readiness. VP FP&A leads FP&A strategy, owns budgeting, forecasting, financial modeling, and analytics, and oversees financial systems and data capabilities, including NetSuite ERP and Power BI reporting. Qualifications - Bachelor’s degree in Finance, Accounting, or related field - 12+ years of progressive FP&A or related finance experience - Senior leadership experience in professional services and PE-backed environments - Deep understanding of services KPI, analysis and reporting - Advanced financial modeling and executive communication skills - MBA, CPA, or CFA - M&A and integration experience - Hands-on NetSuite ownership or optimization experience - Advanced Power BI and financial data management expertise Requirements - Serve as a strategic advisor to the CFO, CEO, and PE sponsors - Support investment initiatives, EBITDA growth, and cash flow optimization - Prepare executive and Board-level reporting and presentations - Own annual budgeting, forecasts, and long-range planning - Build driver-based financial models aligned to professional services economics - Improve forecast accuracy, scenario analysis, and decision support - Lead analysis of utilization, pricing, margins, backlog, and staffing - Partner with Business Development on commercial reporting and ROI - Analyze performance by BU, Region, service line, project type, and client - Own FP&A reporting and analytics within NetSuite in partnership with Accounting - Lead Power BI dashboards and executive reporting - Ensure data integrity, governance, and a single source of truth across company data - Build and lead a high-performing FP&A team - Establish best practices in modeling, reporting, and analysis - Drive automation, efficiency, and scalable FP&A processes 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.

• Prospecting: Identifying and developing new business prospects, focusing on providing Finance & Insurance products to large automotive dealers, while also supporting P&C product marketing within the assigned territory. • Relationship Management: Building and maintaining strong relationships with both new and existing customers. • Closing: Managing and growing your assigned territory to achieve profitability and exceed sales targets. • Direct Sales: Conducting sales presentations either in-person or via Microsoft Teams. • Consulting: Collaborating with field team members to ensure seamless implementation of programs and products, while strengthening customer relationships. • Building market share: Working remotely in an entrepreneurial environment.

• Own topline forecasting for Instacart’s Core grocery business, building and maintaining driver-based models that clearly tie to business performance and operational levers • Lead proactive deep dives on revenue and unit economics (e.g., LTV, CAC, conversion, AOV, contribution margin) to identify growth opportunities, surface risks, and recommend experiments that improve forecast accuracy and business outcomes • Partner cross-functionally with Product, Marketing, Business Development, and Data Science to align assumptions, improve data quality, instrument new metrics, and operationalize insights into roadmaps • Develop executive-ready materials for leadership, including narrative memos, dashboards, and scenario/sensitivity analyses that inform strategic priorities, resource allocation, and trade-off decisions • Own initiative reporting across marketing, product, and enterprise programs; standardize measurement, track incremental impact, and ensure clear readouts for weekly growth reviews, monthly business reviews, and ad hoc deep dives • Collaborate with other Strategic Finance teams to assess the impact of retailer, supply, and marketing initiatives on Core business performance; support investor relations, Board materials, and company-wide Planning • Continuously refine and automate models and reporting to improve speed, accuracy, and decision-making, balancing near-term deliverables with long-term scalability.