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Financial Planning and Analysis Associate - FP&A
Financial Planning and Analysis Associate - FP&ASaddle Rock Legal Group • Scottsdale, AZ, USA
Financial Planning and Analysis Associate - FP&A

Financial Planning and Analysis Associate - FP&A

Saddle Rock Legal Group • Scottsdale, AZ, USA
5 days ago
Job type
  • Full-time
  • Quick Apply
Job description

Are you ready to blend sophisticated financial modeling with high-impact legal strategy? Do you thrive when translating complex data into actionable executive decisions? Join Saddle Rock Legal Group as our full-time Financial Planning and Analysis Associate - FP&A in Scottsdale, AZ, and become the financial engine driving our rapid growth and mission!

WHY YOU WILL LOVE WORKING HERE :

Earn a competitive salary ranging from $70,000–$90,000 per year, commensurate with your expertise.

We invest in your well-being with robust benefits, including :

  • Health, dental, and vision insurance
  • Short- and long-term disability insurance
  • Life insurance
  • A 401(k) with company match
  • Paid time off (PTO)
  • A health savings account (HSA)
  • Paid holidays

WHAT YOUR DAY-TO-DAY CONSISTS OF :

As a Financial Planning and Analysis Associate - FP&A, you leverage your financial expertise to provide essential insights into monthly performance across litigation portfolios. You support the close process with variance analysis for revenue, operating expenses, and EBITDA, and lead data preparation for budgets, forecasts, and cash flow projections. You build settlement forecasting models, analyze intake funnel performance, and assist with attorney and investor reporting while reconciling data across Salesforce, Litify, and QuickBooks. By automating reporting templates, you ensure data integrity and deliver clear financial insights to senior leadership, including the CFO and partners.

WHAT YOU NEED TO BECOME OUR FINANCIAL PLANNING AND ANALYSIS ASSOCIATE - FP&A :

  • Bachelor's degree in finance, accounting, economics, or a related field
  • 2–5 years of experience using advanced Excel in a professional setting
  • 2+ years of experience building financial models supporting senior-level decision-making
  • Advanced Excel proficiency (power formulas, pivot tables, large data sets, financial modeling)
  • Comfortable working with Litify, Leadspedia, QuickBooks, Power BI, SharePoint, and complex Excel tranche models
  • Strong analytical and critical-thinking skills; able to make sense of messy or incomplete datasets
  • Strong communication skills, with the ability to explain complex financial topics to non-finance stakeholders
  • High level of professionalism and confidence when working directly with senior leadership
  • Ability to thrive in a high-velocity, high-autonomy environment with shifting priorities
  • Experience in legal services, professional services, private equity, or high-volume operational environments is preferred
  • Progress toward CFA, CPA, CMA, or a relevant master's degree is preferred
  • Familiarity with corporate finance concepts (IRR, cohort analysis, operating leverage) and a solid grounding in basic accounting
  • WHO WE ARE :

    We are a dynamic and innovative law firm that's redefining the way clients connect with top litigators across the nation! Under the inspiring leadership of our esteemed founding partner, Thomas L. Young, we've proudly secured hundreds of millions for disaster victims, making a real difference in people's lives.

    Our approach is all about empowerment! Through engaging digital media and lively TV advertising, we educate consumers about their rights when it comes to negligence and disasters.

    At our firm, we cultivate a vibrant culture that prioritizes integrity, innovation, and ethics. We offer robust training and support to help you thrive, while fostering a fun, inclusive atmosphere filled with incentives and opportunities to bond with colleagues. Come join us, where we truly value and invest in your future with excitement and passion!

    JOIN OUR TEAM!

    Your next career move starts here! Click to complete our short and easy mobile-friendly application for the Financial Planning and Analysis Associate - FP&A position today!

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    Financial Planning Associate • Scottsdale, AZ, USA

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