Note: The job is a remote job and is open to candidates in USA. SMB Team is a rapidly growing marketing agency and coaching business for lawyers that has become one of the top brands in the legal industry. The FP&A Analyst will support budgeting, forecasting, unit-level financial modeling, business partnership, reporting, and strategic finance activities including M&A evaluation and post-merger integration.
Responsibilities
- Support the annual budgeting process, monthly forecasts, long-range planning, and ad hoc financial planning activities
- Build and maintain unit-level financial models — new location openings, unit economics, labor strategy, and pricing — to evaluate investments and operational initiatives
- Partner with business leaders to develop assumptions, validate forecasts, and continuously improve forecast accuracy at the unit level
- Monitor business performance and proactively identify financial risks and opportunities
- Serve as a trusted finance partner to cross-functional leaders across the business
- Translate financial results into clear, actionable business recommendations
- Ask thoughtful questions, challenge assumptions, and help leaders make better decisions through data
- Present analyses in a way that's clear and meaningful for both financial and non-financial audiences
- Support strategic investment activity: build deal models (accretion/dilution, returns/IRR analysis), assist with financial due diligence, and support post-merger integration and synergy tracking
- Conduct competitive benchmark analysis and help establish financial performance targets for new and existing units
- Prepare monthly reporting packages, KPI dashboards, variance analyses, and executive/Board presentations
- Analyze sales, labor, cost of goods, operating expenses, and margins by unit to identify trends and explain performance
- Build, maintain, and improve complex Excel models used across the organization; automate reporting wherever possible
- Partner with Accounting during the month-end close to ensure results are accurate and aligned with the forecast
Skills
- * 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 — e.g., deal modeling, due diligence, or portfolio-company FP&A/value-creation work
- * Advanced, demonstrable Excel and financial modeling skills — able to build and audit complex models independently (three-statement modeling, LBO/accretion-dilution, unit-level economics, scenario/sensitivity analysis)
- * Outstanding communication skills; proven ability to build relationships and influence cross-functional, non-financial stakeholders
- * Exceptional attention to detail, strong organizational skills, and comfort managing multiple priorities in a fast-paced, ambiguous environment
- * Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business Analytics, or a related field; MBA or CFA a plus
- * Experience with AI Modeling, SQL and other BI tools a plus
Benefits
- We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
- Flexible vacation time
- Team member education and learning budget on courses, events and books.
- Company activities, outings, and retreats.
- 401(k) with a 3% Match.
- WFH or come to the office. The choice is yours!
Company Overview