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 attention to detail, strong organizational skills, and comfort managing multiple priorities in a fast-paced, ambiguous environment.
BenefitsSMB 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.
Bottom Line: We change lives. Want proof? Read our Google My Business reviews.
