Lead FP&A Analyst, Client Experience
Liberty Personnel Services, Inc.
Job Details:
Lead FP&A Analyst, Client Experience
Onsite 3 days
Our client is seeking a Lead FP&A Analyst to support strategic initiatives focused on enhancing the client experience and driving business performance. This role will partner with leaders across finance, product, and client-facing teams to provide financial analysis, actionable insights, and performance reporting.
The ideal candidate may be either a high-potential finance professional with exceptional communication, stakeholder management, and FP&A experience, or a seasoned analyst with deep expertise in client experience, digital product management, and data-driven decision making.
Responsibilities
- Analyze financial and operational data to identify trends, opportunities, and business insights.
- Support budgeting, forecasting, and financial planning activities related to client experience initiatives.
- Develop reports, dashboards, and presentations for senior leadership.
- Partner with cross-functional stakeholders to evaluate business performance and drive measurable outcomes.
- Utilize large datasets to uncover insights and support strategic decision-making.
- Translate complex financial information into clear and concise recommendations.
Qualifications
- Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
- 5+ years of relevant professional experience, including at least 2 years within the financial services industry.
- Strong financial analysis and FP&A experience.
- Exceptional communication, presentation, and stakeholder management skills.
- Proven ability to influence cross-functional teams and drive business results.
- Experience working with large datasets and developing actionable insights.
- Understanding of client experience metrics and/or digital product management principles.
- Demonstrated learning agility and ability to succeed in a fast-paced environment.
- CPA, CMA, CFM, MBA, or other financial certifications are a plus.
To apply, please submit your resume to View email address on us.fitly.work
Please add me on LinkedIn — I look forward to connecting with you.
Boyd Kelly
Liberty Personnel Services
View email address on us.fitly.work
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Vacancy posted 3 days ago
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