FP&A Analyst

About The Role

Join our dynamic Finance team dedicated to enabling data-driven decisions across a rapidly growing, multi-unit business environment. We seek a highly analytical, inquisitive, and collaborative FP&A Analyst passionate about transforming financial data into strategic actions. This role moves beyond traditional reporting by developing comprehensive unit-level financial models, collaborating closely with cross-functional leaders to gain performance insights, and supporting both routine forecasting and strategic projects such as mergers, acquisitions, and integration.

Key Responsibilities

• Lead and assist with the annual budgeting cycle, monthly forecasts, long-term planning, and unplanned financial analyses.
• Develop and maintain detailed financial models at the unit level, including new site openings, unit economics, labor strategies, and pricing to assess investments and operational initiatives.
• Collaborate with business unit leaders to create and validate assumptions, refine forecasts, and enhance accuracy at the unit level.
• Track overall business performance and proactively pinpoint financial risks and opportunities.
• Act as a trusted finance advisor to leaders across departments, translating financial results into actionable business insights.
• Challenge conventional thinking and provide evidence-based guidance to improve decision-making using data analysis.
• Communicate complex financial analyses clearly to both financial and non-financial stakeholders.
• Support strategic finance activities, including modeling deals (accretion/dilution, returns/IRR), aiding financial due diligence, and assisting post-merger integration and synergy tracking.
• Conduct competitor benchmarking and assist in setting financial performance targets for new and existing business units.
• Prepare monthly reports, KPI dashboards, variance explanations, and presentations for executives and boards.
• Analyze sales, labor, cost of goods, operating expenses, and margins on a unit basis to identify trends and clarify performance drivers.
• Build and refine complex Excel models organization-wide, incorporating automation to streamline reporting.
• Work closely with Accounting during month-end close to validate accuracy and alignment with forecasts.

Candidate Profile

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business Analytics, or related disciplines; MBA or CFA credentials are advantageous.
• At least five years in FP&A, corporate finance, consulting, investment banking, public accounting, or related analytical functions.
• Demonstrated experience with mergers and acquisitions or private equity, including responsibilities such as deal structuring, due diligence, and portfolio company analysis or value creation.
• Exceptional Excel and financial modeling capabilities, including complex model construction and auditing (e.g., three-statement financial models, leveraged buyouts, accretion/dilution, unit economics, and scenario or sensitivity analyses).
• Familiarity with AI-based modeling, SQL, and other business intelligence tools is a plus.
• Excellent communication abilities with a proven track record of establishing strong relationships and influencing diverse, cross-functional, non-financial teams.
• Meticulous attention to detail, outstanding organizational skills, and the ability to manage competing demands in a fast-moving, uncertain environment.

About SMB Team

We are a fast-expanding marketing and coaching firm focused on legal professionals, experiencing 300% annual growth over the past four years, and recognized as one of the leading brands in the legal market. Our mission is to transform lives, as reflected in our excellent client reviews.

Equal Opportunity and Inclusion

We uphold an Equal Opportunity policy, offering career opportunities to qualified candidates regardless of characteristics protected by federal, state, or local laws including race, gender, age, disability, and more. We actively encourage diversity and inclusion in our workforce.