FP&A Manager: Profit & Case Analytics Lead

BD&J PC; United States; Presencial; USD 110.000 - 160.000; Tempo integral

Resumo da vaga

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Financial planning and analysis

Forecasting

Budgeting

Financial modeling

Variance analysis

Executive communication

Formação

Bachelor’s degree in Finance/Accounting/Economics

Ferramentas

NetSuite

Excel

ERP systems

BI / data visualization tools

Descrição da vaga

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.