Financial Planning and Analysis Manager

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Financial Planning and Analysis Manager, $130,000 to $150,000 per year, Build Out the FP&A Function, Reports Directly to the CFO

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Salary: $130,000 - $150,000 per year

A bit about us:

We are a management services organization in the legal space, handling back-office operations, technology and business development for a nationwide litigation law firm with a growing footprint in the practices it covers. We are currently working under a five-year growth plan to expand responsibly and rapidly. A background in the legal industry is helpful but not required to join us.

Why join us?

• Competitive compensation: $130,000 to $150,000 per year
• Build the FP&A function from the ground up
• Report directly to the CFO
• Partner with the CFO on the move from cash-basis accounting to GAAP
• Prepare lender reporting tied to a new credit facility
• Join during a five-year growth plan backed by a new credit facility
• No legal industry experience needed

Job Details

This role builds out the FP&A function for a management services organization that supports a litigation law firm. You will own budgeting, forecasting, board and lender reporting, and help move the books from cash basis to GAAP.

Key Responsibilities:

• Own the annual budget and rolling forecast, linking investments to measurable growth initiatives
• Keep a rolling weekly cash flow forecast that tracks settlement timing, the daily cash sweep and borrowing capacity on the credit facility
• Build the monthly reporting package for leadership and the board, with an EBITDA bridge, KPI dashboard and variance commentary
• Own case backlog and pipeline reporting, pulling settlement tracking into one standard report used for forecasting and lender reporting
• Produce the monthly financial and KPI package and the quarterly compliance package required by the credit agreement, and work with the CFO on the lender reporting calendar
• Act as secondary contact for credit agreement compliance, including covenant tracking and required lender notices
• Support the CFO on borrowing requests, interest payments and other credit facility mechanics
• Support the move from cash basis to GAAP accounting, covering revenue recognition, accruals and the annual audit
• Help the CFO prepare monthly and quarterly board reporting
• Design processes and add automation to bring reporting in house from an outside advisory team
• Take on backlog, pipeline reporting and other financial tasks now handled by senior partners

Needed:

• Bachelor's degree in finance or accounting
• Minimum 5 years of finance experience
• Experience building and scaling an FP&A function, including annual budgeting, rolling forecasts and board-level reporting
• Experience with lender reporting and credit agreement compliance
• Proven ability to forecast cash flow for a business with variable or event-driven revenue timing, such as project, contingency or milestone-based revenue
• Proven ability to produce monthly reporting packages with an EBITDA bridge, KPI dashboards and variance commentary
• Advanced Excel skills, including formulas, dashboards, financial modeling, large data sets, automation and waterfall calculations
• Experience using AI tools in finance work

Nice to have:

• Experience preparing monthly or quarterly lender compliance certifications
• Experience at a private equity-backed or PE portfolio company
• Legal industry background
• CPA or CFA
• MBA

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