FP&A Analyst

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SMB Team

WebsiteLinkedInAll Job Openings

51 - 200 employees

⚖️ Legal

📣 Marketing

💼 Consulting

Legal • Marketing • Consulting

SMB Team is a company specializing in growth acceleration for law firms. They offer a comprehensive suite of services including law firm coaching, fractional CFO services, marketing courses, and virtual assistant solutions tailored to the needs of legal professionals. SMB Team focuses on helping law firms increase their revenue, improve client acquisition through innovative marketing strategies such as SEO, PPC, and social media, and develop self-managing teams through their structured coaching programs. Their flagship service, Elite 360, addresses core law firm challenges including lead generation, hiring, and profit growth. The company aims to transform law firms into highly profitable and self-sustaining businesses, allowing lawyers to focus on their practice while their firms thrive autonomously. SMB Team is dedicated to empowering law firm owners to achieve significant growth in revenue and freedom.

📋 Description

• Support annual budgeting, monthly forecasts, long-range planning, and ad hoc financial planning • Build and maintain unit-level financial models for new location openings, unit economics, labor strategy, pricing, investments, and operational initiatives • Partner with business leaders to develop assumptions, validate forecasts, and improve unit-level forecast accuracy • Monitor business performance and identify financial risks and opportunities • Serve as a finance partner to cross-functional business leaders • Translate financial results into actionable business recommendations • Challenge assumptions and support data-informed decision-making • Present analyses to financial and non-financial audiences • Build deal models, including accretion/dilution and returns/IRR analysis • Assist with financial due diligence and support post-merger integration and synergy tracking • Conduct competitive benchmark analysis and establish financial performance targets • Prepare monthly reporting packages, KPI dashboards, variance analyses, and executive/Board presentations • Analyze sales, labor, cost of goods, operating expenses, and margins by unit • Build, maintain, improve, and automate complex Excel models and reporting • Partner with Accounting during month-end close to ensure accurate results aligned with the forecast

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business Analytics, or a related field • 5+ years of experience in FP&A, corporate finance, consulting, investment banking, public accounting, or a similarly analytical role • Prior M&A and/or private equity experience required, including deal modeling, due diligence, or portfolio-company FP&A/value-creation work • Advanced, demonstrable Excel and financial modeling skills • Ability to independently build and audit complex models, including three-statement modeling, LBO/accretion-dilution, unit-level economics, and scenario/sensitivity analysis • Experience with AI Modeling, SQL, and other BI tools a plus • Outstanding communication skills and ability to build relationships with and influence cross-functional, non-financial stakeholders • Exceptional attention to detail and strong organizational skills • Comfort managing multiple priorities in a fast-paced, ambiguous environment

🏖️ Benefits

• Medical, dental, and vision insurance: employer pays 75% for the employee and family • Flexible vacation time • Team member education and learning budget for courses, events, and books • Company activities, outings, and retreats • 401(k) with a 3% match • Work-from-home option or choice to come to the office