Financial Analyst

Do you enjoy analyzing data? Do you love to ensure that data is accurate and automated?

If you answered "yes" to these questions, keep reading.

The SMB Team is the fastest-growing digital marketing and coaching business for attorneys nationwide and we are looking for a Financial Analyst to join our team!

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.

BONUSES - An opportunity to earn quarterly bonuses based on performance.

UNLIMITED 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 Simple IRA WITH a 3% Match.

WORK STYLE WFH or come to the office. The choice is yours!

The salary for this role is $80,000 - $90,000 annually based on experience.

Key Responsibilities :

• Validate that we have all needed data points, ensuring accuracy from the correct source, and ensuring that everything that can be automated is automated
• Work with different teams and stakeholders to create reports needed for the executive team
• Manage our business intelligence system dashboards, creating new ones when needed
• Assisting in putting together monthly and quarterly financial reports
• Collecting industry data and putting together reports for special projects

Requirements

• MUST be an Excel / Google Sheets wizard (will need to demonstrate this live)
• Must have 2+ years experience putting together data / reports for either a management consulting company, a private equity company, or a PE backed portfolio company
• Must have experience putting together business intelligence dashboards
• Must have experience putting together reports based off of data / financials
• Must be local to our Bala Cynwyd, PA office and able to work in office at least once a week.

Benefits

SMB 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 .

There are three parts to our business :

Educational Brand : We currently run the most prominent talk show in the legal industry. Every week, we get hundreds of lawyers on our webinars by interviewing top thought leaders (as seen on our YouTube).

The goal is to become THE source of education for lawyers.

Marketing Services : We offer a full suite of marketing services to our clients, including PPC, SEO, Website Design, Video, and Social Media management.

Our goal is to scale our services business to over $15M in revenue in 2023.

Coaching Services : We have a rapidly-growing, Philadelphia-based coaching program for lawyers. In our first year, we built our coaching business into a multi-seven-figure business.

Our program has been identified as the most comprehensive coaching program for attorneys, and we plan to double the size of our clients in the next year.

The SMB Team is an Equal Opportunity Employer. The policy of The SMB Team is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws.

The SMB Team is an Equal Opportunity Employer - Minority / Female / Disabled / Protected Veterans