Saddle Rock Legal Group, LLC. · 2 months ago
Financial Planning and Analyst Specialist - FP&A
Scottsdale,AZ,US
Full-time
Onsite
Entry, Mid Level
$70K/yr - $90K/yr
2+ years expSaddle 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. The Financial Planning and Analyst Specialist - FP&A role involves delivering financial analysis and strategic modeling, supporting financial planning by compiling and presenting performance data, and providing insights to senior leadership.
Law Practice
Responsibilities
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
Preparing data for annual budgets, quarterly forecasts, and cash flow projections
Maintaining settlement forecasting models
Analyzing intake funnel performance
Supporting attorney reporting on settlements
Managing tranche investor reporting
Ensuring data reconciliation across systems like Litify and QuickBooks
Providing financial insights to senior leadership
Qualification
Required
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
Preferred
Experience in legal services, professional services, private equity, or high-volume operational environments
Progress toward CFA, CPA, CMA, or a relevant master's degree
Benefits
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
Company
Saddle Rock Legal Group, LLC.
Saddle Rock Legal Group partners with other leading law firms across the United States to provide legal representation for victims of mass torts.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christopher Wall
Chief Information Officer
Jared Belnap
Managing Partner
Company data provided by crunchbase