Financial Planning and Analysis Associate - FP&A

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:

Saddle Rock Legal Group is an Arizona-based ABS law firm that specializes in helping victims seek and attain justice for injuries arising from corporate wrongdoing, negligence, and other disasters. Through high-quality digital media and advertising, we educate people about their rights and connect them with experienced litigators who can help them pursue the compensation they deserve. We make strategic use of new and emerging technologies to broaden the availability of quality legal services to clients seeking justice.

Our caring culture is rooted in integrity, innovation, and a strong commitment to the highest ethical standards. We value diversity of thought, an entrepreneurial mindset and ownership of outcomes. Saddle Rock Legal Group is committed to nurturing a supportive workplace environment in which every employee can grow professionally, collaborate with talented colleagues, and make a meaningful difference in the lives of the clients we serve.

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!