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, and pricing • Partner with business leaders to develop assumptions, validate forecasts, and improve forecast accuracy • Monitor business performance and identify financial risks and opportunities • Serve as a finance partner to cross-functional 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, 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 • Improve complex Excel models and automate reporting • Partner with Accounting during month-end close to align results with forecasts

🎯 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 is 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

• Equal Opportunity Employer policy extending opportunities to qualified applicants and employees on an equal basis • Protected-status nondiscrimination coverage under applicable federal, state, or local laws