Lead Financial Analyst

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Lead, FP&A Washington, DC, US 30+ days ago Requisition ID: 1151 Salary Range: $130,000.00 To $150,000.00 Annually Reports To: VP, Financial Planning & Analysis (FP&A) As Lead, FP&A, you’ll help the business understand performance, plan effectively, and make informed decisions through strong financial analysis, reporting, and partnership. This role is ideal for someone who can lead FP&A workstreams, translate data into insights, and improve how finance supports the business. Work Location & Flexibility Location Preference: Priority consideration will be given to candidates located in the DMV (D.C., Maryland, Virginia) area. Applicants outside the region may also be considered based on qualifications and hiring needs. Remote Work Eligibility: This role is eligible for remote work from the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI, WV, WY. Applicants must reside in one of these states at the time of hire and throughout employment. If you live outside these states, unfortunately we’re not able to consider your application at this time. Compensation: Salary Range: DMV Area: $130,000-$150,000 National (Outside DMV): $123,052 - $135,992 Compensation will be based on experience, qualifications, and location. What You’ll Do Lead budgeting, forecasting, planning, and business review processes. Prepare executive and board-level reporting with clear insights and recommendations. Analyze performance, explain variances, and identify risks and opportunities. Partner with business leaders in financial modeling, scenario planning, and decision support. Use tools such as SQL, Power BI, and FP&A systems to improve reporting and analysis. Improve FP&A processes, reporting routines, and use of automation or AI-enabled tools. What You Bring 4–6 years of progressive FP&A experience, with at least 2 years in SaaS Technology business. Strong budgeting, forecasting, variance analysis, financial modeling, and management reporting skills. Experience preparing executive or board-level financial reporting. Strong analytical skills, including SQL, Power BI, dashboards, and large datasets. Ability to explain financial insights clearly to non-finance partners and senior stakeholders. Collaborative, curious, and comfortable improving processes in a changing environment. Strong understanding of SaaS metrics and KPIs and ability to own the end-to-end revenue forecast model for a SaaS business, with full waterfall from bookings to billings to recognized revenue. Why This Role Matters FP&A helps connect financial performance to business decisions. In this Lead role, you’ll bring clarity to the numbers and help strengthen how finance supports the organization. Teams You’ll Collaborate With Executive Leadership and Board stakeholders Accounting and Finance Operations and Business Unit Leaders Data, Analytics, and Technology partners What Makes This Role Appealing Lead meaningful FP&A workstreams with visibility to senior leaders. Partner across the business to influence decisions. Improve reporting, processes, and the use of data and automation. Success Looks Like Trusted forecasts, budgets, and reporting. Clear insights that support better decisions. Stronger partnerships, models, and FP&A processes. About Casepoint Casepoint empowers government agencies and enterprises to discover, secure, and activate defensible insights with confidence across their most critical legal, regulatory, and compliance workflows. From global enterprises to major federal agencies, including the Department of War, organizations rely on Casepoint to unify legal hold, eDiscovery, investigations, FOIA, regulatory and compliance response together in one secure platform. Built on an award-winning, cloud-native foundation with FedRAMP® High and DOD Impact Levels 5 (IL5) and 6 (IL6) authorizations, Casepoint combines purpose-built workflows with transparent, auditable AI and advanced analytics to help teams move faster, reduce risk, and maintain control under scrutiny. Through long-term partnership and responsive support, Casepoint works alongside customers to strengthen operations over time, ensuring lasting control, custody, and confidence in their data. For more information, visit . Casepoint is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or any other protected characteristic. #J-18808-Ljbffr