FP&A Analyst

SMB Team; United States; Hybrid; USD 115,000 - 145,000; Full time

Benefits offered by this job

Medical/dental/vision 75% covered

Flexible vacation

Education budget

401(k) match

WFH option

Job summary

SMB Team is a rapidly-growing marketing agency and coaching business for lawyers, offering an analytical FP&A Analyst role that goes beyond reporting. You will build unit-level financial models for new locations, partner with leaders to refine forecasts, and support both budgeting and strategic initiatives including deal work.

The role emphasizes advanced Excel, data-driven decision making, and close collaboration across finance and operations.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business Analytics, or related field; MBA or CFA a plus.
• 5+ years FP&A or related analytical role.
• Prior M&A and/or private equity experience required—deal modeling, due diligence, etc.

Responsibilities

• Support annual budgeting, monthly forecasts, long-range planning, and ad hoc FP&A activities.
• Build unit-level financial models for openings, unit economics, labor strategy, and pricing.
• Partner with leaders to develop assumptions and improve forecast accuracy at unit level.
• Monitor performance and identify financial risks and opportunities.

Skills

Excel advanced

Financial modeling

Data analysis

Cross-functional

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

SQL

BI 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:

• 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.

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.

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