FP&A Analyst

SMB Team; United States; Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

75% medical coverage

Education budget

401(k) match

WFH or office

Flexible vacation

Team retreats

Job summary

SMB Team is seeking an FP&A Analyst to drive data-informed decisions for a fast-growing multi-unit business. You’ll build unit-level financial models, support forecasting, and lead strategic initiatives including M&A evaluation and post-close integration.

The role emphasizes advanced Excel modeling, data-driven problem solving, and collaboration with leaders across the company. Flexible work options are available, with a strong culture of continuous learning and impact.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field; MBA/CFA a plus.
• 5+ years FP&A, corporate finance, consulting, or analytical roles.
• Prior M&A and/or private equity experience required.
• Advanced Excel and three-statement modeling; scenario analysis.
• Experience with AI Modeling, SQL and BI tools a plus.
• Outstanding communication and ability to influence cross-functional stakeholders.
• Exceptional attention to detail and ability to manage multiple priorities.

Responsibilities

• Support budgeting, monthly forecasts, long-range planning, and ad hoc planning.
• Build unit-level financial models for openings, unit economics, labor, and pricing.
• Partner with leaders to validate forecasts and improve accuracy.
• Monitor performance and identify financial risks and opportunities.
• Translate results into actionable business recommendations.
• Prepare monthly reporting packages, KPI dashboards, and variance analyses.
• Assist with deal modeling, due diligence, post-merger integration.
• Collaborate with Accounting during month-end close.

Skills

Advanced Excel

Financial modeling

M&A experience

Cross-functional collaboration

SQL

BI tools

Communication

Education

Bachelor's degree

MBA or CFA

Tools

Excel

Financial modeling tools

Job description

Our Finance team helps drive smart, data-informed decisions across a fast-paced, multi-unit business. We're looking for an analytical, curious, and highly collaborative FP&A Analyst who loves turning numbers into action. This role goes well beyond reporting: you'll build unit-level financial models, partner closely with leaders across the business to understand performance, and support both day-to-day forecasting and strategic initiatives — including M&A evaluation and post-close integration. The ideal candidate is exceptionally strong in Excel, energized by digging into data to answer "why," and brings prior exposure to deal work (M&A and/or private equity).

WHAT'S IN IT FOR YOU?

• An opportunity to be a part of the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S.
• BENEFITS - We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
• FLEXIBLE VACATION TIME - We encourage you to take time to recharge so you can be your best here at work.
• EDUCATION - Team member education and learning budget on courses, events and books.
• FUN - Company activities, outings, and retreats.
• INVESTMENTS - 401(k) with a 3% Match.
• WORK STYLE - WFH or come to the office. The choice is yours!

The salary for this role is $130,000 annually based on experience.

Responsibilities

Financial Planning & Forecasting

• 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

Business Partnership

• 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

Strategic Finance

• 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

Analysis, Reporting & Process Improvement

• 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

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business Analytics, or a related field; MBA or CFA a plus
• 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)
• Experience with AI Modeling, SQL and other BI tools a plus
• 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

Benefits

SMB Team is a rapidly-growing marketing agency and coaching business for lawyers. After four years of 300% year-over-year growth, we have quickly become one of the top brands in the legal industry.

Bottom Line: We change lives. Want proof? Read our Google My Business reviews.

The SMB Team is an Equal Opportunity Employer. The policy of The SMB Team is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws.

The SMB Team is an Equal Opportunity Employer - Minority/Female/Disabled/Protected Veterans