Lead FP&A Analyst, Client Experience

Liberty Personnel Services, Inc.; Wayne (PA); On-site; USD 85,000 - 110,000; Full time

Job summary

Liberty Personnel Services, Inc. is seeking a Lead FP&A Analyst to enhance client experience and drive business performance. This role partners with finance, product, and client teams to provide financial analysis, actionable insights, and performance reporting.

The ideal candidate will have a bachelor's degree in Finance, 5+ years of experience, and strong financial analysis skills. Responsibilities include analyzing data, supporting budgeting, and developing presentations for senior leadership.

Qualifications

• 5+ years of relevant professional experience, including 2+ years in financial services.
• Strong financial analysis and FP&A experience.
• Experience with large datasets and developing actionable insights.

Responsibilities

• Analyze financial and operational data to identify trends and opportunities.
• Support budgeting, forecasting, and financial planning activities.
• Develop reports and presentations for senior leadership.

Skills

Financial analysis

Stakeholder management

Communication skills

Data-driven decision making

Education

Bachelor's degree in Finance or related field

Job description

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.