Note: The job is a remote job and is open to candidates in USA. Korn Ferry is conducting a search for a private equity-backed organization undergoing operational and financial transformation. The Principal FP&A Analyst will lead budgeting, forecasting, financial modeling, cash flow planning, revenue analysis, executive reporting, and strategic decision support while improving FP&A systems and processes. Reporting to the CFO, the role will lead two analysts and partner with stakeholders across the business.
Responsibilities
- Own and enhance the annual budgeting, rolling forecasting, reforecasting, and resource planning processes
- Develop and maintain driver-based financial models, integrated forecasts, scenario analyses, and other decision-support tools
- Analyze pipeline, gross and net bookings, cancellations, backlog, backlog aging, revenue conversion, renewal activity, and other operating drivers
- Lead the company’s 13-week cash flow forecasting process, partnering closely with Accounting and business leaders
- Improve visibility into revenue performance by evaluating conversion assumptions, service-line trends, customer activity, and the timing between signed work and revenue generation
- Validate financial and operational information at its source, resolve inconsistencies, and ensure leadership receives accurate and actionable reporting
- Prepare executive and Board-level reporting that clearly communicates performance, key financial headlines, business risks, emerging trends, and recommended actions
- Synthesize large volumes of financial and operational information into concise presentations focused on the decisions and insights that matter most
- Serve as a collaborative, fact-based advisor who can challenge business assumptions constructively and help operational leaders translate insights into action
- Partner with finance, accounting, commercial, and operational stakeholders to improve forecasting inputs and connect operational activity to financial results
- Evaluate and improve the company’s FP&A systems, reporting tools, and planning infrastructure, reducing reliance on manual Excel-based processes where appropriate
- Support strategic initiatives through financial modeling, valuation analysis, investment-return analysis, and preparation of materials for external stakeholders
- Help raise the capabilities of the broader FP&A function by reviewing analyses, improving reporting standards, and creating greater accountability around deliverables and deadlines
Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field required
- 8+ years of progressive FP&A, corporate finance, or related financial analysis experience
- Strong FP&A foundation with demonstrated ownership of budgeting, forecasting, financial modeling, variance analysis, and executive reporting
- Advanced Excel modeling capabilities, including the ability to build sophisticated models
- Demonstrated ability to validate data, identify inconsistencies, investigate underlying drivers, and establish confidence in financial and operational reporting
- Experience translating complex financial results and operating data into clear insights, recommendations, and actions for senior leadership
- Demonstrated proficiency applying AI and generative AI tools to financial analysis, reporting, forecasting, or recurring finance workflows, with the judgment to validate all outputs
- Strong oral and written communication skills, including the ability to present findings clearly, defend conclusions with facts, and adjust the level of detail for the audience
- High degree of accuracy, attention to detail, professional judgment, and personal accountability
- Intellectual curiosity combined with humility, resilience, and an openness to direct questions and constructive challenge
- Strong work ethic and flexibility to support the business through demanding planning, reporting, and Board cycles
- Ability to operate effectively in an evolving environment, establish structure where needed, and balance immediate priorities with longer-term process improvement
- Experience working in a private equity-backed organization or presenting information to boards, investors, lenders, or executive stakeholders preferred
- Experience with Salesforce, Certinia, Datarails, Power BI, or comparable CRM, ERP, reporting, and FP&A platforms is a plus
Benefits
- 100% remote
- Annual Bonus
- Meaningful professional growth
- Potential to progress into a director-level position based on performance and organizational needs
Company Overview
Company H1B Sponsorship