Financial Planning and Analyst Specialist - FP&A

Job Description

Job Description

Are you a results-driven financial specialist who can translate massive datasets into strategic direction? Make your next career move with Saddle Rock Legal Group! This is your opportunity to step into the Financial Planning and Analyst Specialist - FP&A role in Scottsdale, AZ! Apply now for this full-time position!

We offer a $70,000–$90,000 salary, along with a comprehensive benefits package:

● 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

THE VITAL ROLE YOU HAVE

You act as the key link between operational data and executive decision-making, delivering financial analysis and strategic modeling for the firm. Your responsibilities include supporting financial planning and analysis by compiling and presenting monthly performance data across litigation portfolios, with a focus on revenue, operating expenses, EBITDA, and case-level metrics. You prepare data for annual budgets, quarterly forecasts, and cash flow projections. In Mass Tort Economics & Modeling, you maintain settlement forecasting models, analyze intake funnel performance, and support attorney reporting on settlements. Additionally, you manage tranche investor reporting, ensure data reconciliation across systems like Litify and QuickBooks, and provide financial insights to senior leadership.

OUR MISSION:

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.

OUR IDEAL FINANCIAL PLANNING AND ANALYST SPECIALIST - FP&A:

We're looking for a Financial Planning and Analyst Specialist - FP&A who meets the following qualifications:

● 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

● Familiarity with corporate finance concepts (IRR, cohort analysis, operating leverage) and a solid grounding in basic accounting

● 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

Ready to begin? Applying for the Financial Planning and Analyst Specialist - FP&A position is incredibly fast and simple. Complete our initial application today!