FP&A Analyst

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