FP&A Manager (Law Firm)

BD&J PC; United States; In loco; USD 110.000 - 160.000; Tempo pieno

Descrizione del lavoro

BD&J PC is seeking a high-impact FP&A Manager to partner directly with the Chief Financial Officer. You will spearhead monthly reporting, forecasting, and budgeting while conducting in-depth case-level profitability analysis for a personal injury law firm environment.

You will build and maintain financial models, dashboards, and executive materials for leadership reviews, ensuring accurate, timely insights to guide strategic decisions across the firm.

Competenze

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 6–10+ years of experience in FP&A, finance, or analytics; personal injury or contingency-fee experience preferred but not required.
• Strong experience with monthly reporting, forecasting, budgeting, and financial modeling.
• Demonstrated ability to analyze profitability, ROI, and key performance drivers.
• Hands-on experience with NetSuite or similar ERP systems.
• Advanced Excel skills; experience with BI or data visualization tools is a plus.
• Proven ability to communicate complex financial analysis clearly to executive stakeholders.

Mansioni

• Own monthly financial reporting and variance analysis, delivering clear, concise insights to the CFO and executive leadership.
• Lead rolling forecasts and the annual budgeting process, incorporating operational, financial, and case-driven assumptions.
• Develop and maintain financial models to forecast revenue, expenses, margins, and cash flow.
• Prepare executive-level dashboards, presentations, and materials for leadership reviews and strategic discussions.
• Analyze firm-wide financial performance and identify key drivers of profitability.
• Lead case-level profitability analysis, including cost per case, expected vs. realized recoveries, margins, and recovery rates.
• Track case aging, duration, and pipeline trends, assessing impacts on revenue timing and cash flow.
• Evaluate CAC and ROI by case source, referral partner, and marketing channel to inform growth decisions.
• Analyze and integrate data from NetSuite, case management systems, and marketing platforms to create a unified view of performance.
• Improve reporting processes to increase visibility, efficiency, and decision support.

Conoscenze

Financial planning and analysis

Forecasting

Budgeting

Financial modeling

Variance analysis

Executive communication

Formazione

Bachelor’s degree in Finance/Accounting/Economics

Strumenti

NetSuite

Excel

ERP systems

BI / data visualization tools

Descrizione del lavoro

BD&J is seeking a high-impact FP&A Manager to partner directly with the Chief Financial Officer and play a central role in shaping financial insight, performance measurement, and decision-making across the firm. This role combines core FP&A responsibilities including monthly reporting, forecasting, and budgeting with in-depth analysis of case-level profitability and return on investment in a personal injury law firm environment.This is a highly visible, hands-on role for a data-driven finance leader who enjoys building models, analyzing performance, and translating complex financial and case data into clear, actionable insights for senior leadership.Key ResponsibilitiesFirm-Wide FP&A & Executive ReportingOwn monthly financial reporting and variance analysis, delivering clear, concise insights to the CFO and executive leadership.Lead rolling forecasts and the annual budgeting process, incorporating operational, financial, and case-driven assumptions.Develop and maintain financial models to forecast revenue, expenses, margins, and cash flow.Prepare executive-level dashboards, presentations, and materials for leadership reviews and strategic discussions.Performance, Profitability & Case AnalyticsAnalyze firm-wide financial performance and identify key drivers of profitability.Lead case-level profitability analysis, including cost per case, expected vs. realized recoveries, margins, and recovery rates.Track case aging, duration, and pipeline trends, assessing impacts on revenue timing and cash flow.Evaluate customer acquisition cost (CAC) and return on investment (ROI) by case source, referral partner, and marketing channel to inform investment and growth decisions.Data, Systems & InsightsAnalyze and integrate data from NetSuite, case management systems, and marketing platforms to create a unified view of firm performance.Ensure data accuracy, consistency, and integrity across financial and operational reporting.Improve analytical tools, dashboards, and reporting processes to increase visibility, efficiency, and decision support.Support enhancements and automation initiatives related to financial and performance reporting.Business Partnership & InfluenceAct as a strategic thought partner to the CFO and cross-functional leaders, providing financial insight to support operational and strategic decisions.Partner with Accounting, Treasury, Legal, Operations, Intake, Marketing, and other departments to align assumptions, metrics, and performance goals.Support ad hoc analysis related to growth initiatives, resource allocation, pricing, and operational improvements.Governance & ConfidentialityHandle highly confidential financial, compensation, and client-related information with professionalism and discretion.Ensure planning, forecasting, and reporting processes align with firm policies, internal controls, and governance standards.Qualifications & ExperienceBachelor’s degree in Finance, Accounting, Economics, or a related field.6–10+ years of experience in FP&A, finance, or analytics; personal injury or contingency-fee experience preferred but not required.Strong experience with monthly reporting, forecasting, budgeting, and financial modeling.Demonstrated ability to analyze profitability, ROI, and key performance drivers.Hands-on experience with NetSuite or similar ERP systems.Advanced Excel skills required; experience with BI or data visualization tools is a plus.Proven ability to communicate complex financial analysis clearly to executive stakeholders.Key AttributesHighly analytical and detail-oriented with strong business judgment.Comfortable operating in a fast-paced, high-growth, and data-rich environment.Strong executive presence and communication skills.Ability to manage multiple priorities and deliver insights under tight deadlines.High integrity, discretion, and professionalism.At BD&J, we have a clear vision: to be the place where a diverse mix of talented people want to come, stay, and do their best work. We pride ourselves on bringing the best results to our clients and know our company runs on the hard work and dedication of our passionate and creative employees.BD&J is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.BD&J is an Equal Opportunity/Affirmative Action Employer dedicated to a policy of compliance with all federal, state, and local laws regarding nondiscrimination in employment. No questions included in our application process are intended to secure information to be used for unlawful purposes.Consistent with the provisions of the Americans with Disabilities Act (ADA), applicants may request accommodations needed to participate in the application process.