Financial Planning and Analysis Manager

Jobot; Irvine (CA); Hybrid; USD 130,000 - 150,000; Full time

Job summary

Jobot is seeking a Financial Planning and Analysis Manager in Irvine, CA to build and scale the FP&A function. You will own budgeting, forecasting, board and lender reporting, and help transition the books from cash basis to GAAP.

The role reports directly to the CFO and offers exposure to lender reporting, EBITDA analysis, and KPI dashboards within a fast-growing legal-services support firm.

Qualifications

• Bachelor's degree in finance or accounting required.
• Minimum of 5 years of finance experience.
• Experience building and scaling FP&A functions, including budgeting, rolling forecasts, and board reporting.
• Experience with lender reporting and credit agreements compliance.
• Proven ability to forecast cash flow with variable or milestone-based revenue timing.
• Proven ability to produce monthly reporting packages with EBITDA bridge, KPI dashboards, and variance commentary.
• Advanced Excel skills (formulas, dashboards, modeling, large data sets, automation, waterfall calculations).
• Experience using AI tools in finance is a plus.

Responsibilities

• Own the annual budget and rolling forecast, linking investments to growth initiatives.
• Maintain rolling weekly cash flow forecast, tracking settlement timing, cash sweep, and credit facility capacity.
• Build the monthly leadership and board reporting package with EBITDA bridge, KPI dashboard, and variance commentary.
• Own backlog and pipeline reporting, integrating settlement tracking for forecasting and lender reporting.
• Produce monthly and quarterly packages required by the credit agreement and coordinate lender reporting calendar.
• Assist CFO with borrowing requests, interest payments, and credit facility mechanics.
• Support move from cash basis to GAAP accounting, including revenue recognition and annual audit.
• Help prepare monthly and quarterly board reporting and drive in-house reporting automation.

Skills

Budgeting

Forecasting

Board reporting

GAAP

Cash flow

KPI dashboards

Financial modeling

AI in finance

Education

Bachelor's degree in finance or accounting

CPA or CFA

MBA

Tools

Excel

AI tools in finance

Job description

Financial Planning and Analysis Manager

$130000 - $150000 per year | Irvine, CA | Hybrid | Permanent

Financial Planning and Analysis Manager, $130,000 to $150,000 per year, Build Out the FP&A Function, Reports Directly to the CFO

A bit about us:

We are a management services organization in the legal space, handling back‑office operations, technology and business development for a nationwide litigation law firm with a growing footprint in the practices it covers. We are currently working under a five‑year growth plan to expand responsibly and rapidly. A background in the legal industry is helpful but not required to join us.

Why join us?

• Competitive compensation: $130,000 to $150,000 per year
• Build the FP&A function from the ground up
• Report directly to the CFO
• Partner with the CFO on the move from cash‑basis accounting to GAAP
• Prepare lender reporting tied to a new credit facility
• Join during a five‑year growth plan backed by a new credit facility
• No legal industry experience needed

Job Details

This role builds out the FP&A function for a management services organization that supports a litigation law firm. You will own budgeting, forecasting, board and lender reporting, and help move the books from cash basis to GAAP.

Key Responsibilities:

• Own the annual budget and rolling forecast, linking investments to measurable growth initiatives
• Keep a rolling weekly cash flow forecast that tracks settlement timing, the daily cash sweep and borrowing capacity on the credit facility
• Build the monthly reporting package for leadership and the board, with an EBITDA bridge, KPI dashboard and variance commentary
• Own case backlog and pipeline reporting, pulling settlement tracking into one standard report used for forecasting and lender reporting
• Produce the monthly financial and KPI package and the quarterly compliance package required by the credit agreement, and work with the CFO on the lender reporting calendar
• Act as secondary contact for credit agreement compliance, including covenant tracking and required lender notices
• Support the CFO on borrowing requests, interest payments and other credit facility mechanics
• Support the move from cash basis to GAAP accounting, covering revenue recognition, accruals and the annual audit
• Help the CFO prepare monthly and quarterly board reporting
• Design processes and add automation to bring reporting in house from an outside advisory team
• Take on backlog, pipeline reporting and other financial tasks now handled by senior partners

Needed:

• Bachelor's degree in finance or accounting
• Minimum 5 years of finance experience
• Experience building and scaling an FP&A function, including annual budgeting, rolling forecasts and board-level reporting
• Experience with lender reporting and credit agreement compliance
• Proven ability to forecast cash flow for a business with variable or event‑driven revenue timing, such as project, contingency or milestone‑based revenue
• Proven ability to produce monthly reporting packages with an EBITDA bridge, KPI dashboards and variance commentary
• Advanced Excel skills, including formulas, dashboards, financial modeling, large data sets, automation and waterfall calculations
• Experience using AI tools in finance work

Nice to have:

• Experience preparing monthly or quarterly lender compliance certifications
• Experience at a private equity‑backed or PE portfolio company
• Legal industry background
• CPA or CFA
• MBA

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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