Sweet James LLP
Join to apply for the
FP&A Analyst - Finance Team
role at
Sweet James LLP Join to apply for the
FP&A Analyst - Finance Team
role at
Sweet James LLP What We’re Looking For:
We are seeking a highly analytical and detail-oriented Job Description
What We’re Looking For:
We are seeking a highly analytical and detail-oriented
FP&A Analyst
to join our finance team at a leading personal injury law firm. This role will support strategic decision-making by delivering financial insights, forecasting cash flows, evaluating case performance, and helping optimize profitability. The ideal candidate will be comfortable working in a fast-paced, high-volume environment and have a deep understanding of financial modeling—ideally with exposure to contingency-based revenue models.
Dedicated – Driven Financial Team Growth!
Sweet James is devoted to providing quality and excelling results while continuously
making a difference in our community . If you are seeking a long-term legal career with an opportunity to grow in a high performance, collaborative environment, we encourage you to apply today!
At our firm, we provide the tools and resources to launch your legal career. Sweet James has built an award-winning team focused on delivering superior client experiences. We invest in our staff,
valuing growth, mentorship,
and
mission-driven environment
where you work truly matters!
Key Responsibilities
Develop and maintain financial models to project revenue, expenses, and cash flows associated with active and potential legal cases. Analyze settlement trends, case lifecycle timelines, and historical performance to support revenue forecasting. Prepare monthly, quarterly, and annual financial reports for senior leadership, highlighting key financial and operational metrics. Partner with legal operations and accounting to track and report on key case metrics (e.g., average settlement size, case age, attorney productivity). Assist in budgeting, variance analysis, and long-term strategic planning processes. Monitor and report on law firm financial KPIs, including cost per case, client acquisition costs, and return on legal spend. Conduct ad hoc financial analysis to support business decisions (e.g., marketing ROI, case intake optimization, etc) Help improve data collection and reporting processes across case management and finance platforms. Support financial due diligence for firm growth initiatives such as practice area expansion, office openings, or acquisition targets.
Required Qualifications :
Bachelor’s degree in Finance, Accounting, Economics, or a related field. 2–4 years of experience in FP&A, financial analysis, or business intelligence, preferably in a professional services or law firm environment. Strong financial modeling, forecasting, and data analysis skills. Advanced Excel skills; proficiency in PowerPoint and financial reporting tools. Familiarity with case management and accounting systems (e.g., Litify, Salesforce, Quickbooks) is a plus. Excellent written and verbal communication skills.
Preferred Skills:
Experience in contingency fee-based business models or cash flow forecasting tied to uncertain timelines. Exposure to Tableau, Power BI, or similar BI tools. CPA, CFA, or MBA is a plus but not required.
What We Offer:
Career Development: Opportunities for professional growth and advancement A Team-Focused, Metric-Driven Environment: providing the training and mentorship to continuously learn and exceed career goals Full Benefits Package: including health insurance, dental and vision insurance, HSA, Life Insurance, and 401(k) Matching Paid Time Off Free parking for all employees
Company Description
Sweet James is a renowned law firm dedicated to providing exceptional legal services. Our team is driven by a commitment to excellence, client satisfaction, and continuous improvement. Joining Sweet James means becoming part of a supportive and collaborative work environment where your skills and contributions are valued.
Sweet James is a renowned law firm dedicated to providing exceptional legal services. Our team is driven by a commitment to excellence, client satisfaction, and continuous improvement. Joining Sweet James means becoming part of a supportive and collaborative work environment where your skills and contributions are valued. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Law Practice Referrals increase your chances of interviewing at Sweet James LLP by 2x Get notified about new Financial Planning Analyst jobs in
Newport Beach, CA . Newport Beach, CA $97,900.00-$126,800.00 4 weeks ago Sr. Associate, Operations Financial Planning and Analysis
Irvine, CA $104,000.00-$156,000.00 4 days ago Financial Services - Consulting - Guidewire - Business Analyst - Senior
Irvine, CA $101,500.00-$186,000.00 1 week ago Senior Analyst, Finance Master Data Management & Governance
Newport Beach, CA $121,770.00-$148,830.00 1 week ago Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE
Irvine, CA $76,000.00-$125,300.00 2 weeks ago Newport Beach, CA $200,000.00-$225,000.00 1 week ago Irvine, CA $105,000.00-$120,000.00 2 weeks ago Huntington Beach, CA $120,000.00-$140,000.00 1 week ago Orange, CA $72,096.00-$115,353.00 1 week ago Newport Beach, CA $32.75-$40.03 2 weeks ago Reverse Logistics Business Analyst WMS- Chinese Bilingual
Buena Park, CA $85,000.00-$90,000.00 2 weeks ago Newport Beach, CA $163,620.00-$199,980.00 4 days ago Irvine, CA $65,000.00-$75,000.00 1 day ago Newport Beach, CA $120,000.00-$125,000.00 1 month ago Business Analyst – PBJ Audit and Compliance (Onsite)
San Juan Capistrano, CA $80,000.00-$105,000.00 5 days ago Buena Park, CA $90,000.00-$95,000.00 2 weeks ago Business Immigration Analyst (Paralegal)
Senior Tax Analyst CPA EA Accounting Degree Pref
Social Worker-BA Hrly - Mental Health 109 (on - call )
Financial Analyst- Multifamily Asset Management
Newport Beach, CA $70,000.00-$100,000.00 3 weeks ago Financial Analyst- Multifamily Acquisitions
Newport Beach, CA $70,000.00-$100,000.00 1 month ago Financial Analyst- Multifamily Asset Management
Newport Beach, CA $70,000.00-$110,000.00 3 weeks ago Financial Analyst- Multifamily Acquisitions
Newport Beach, CA $70,000.00-$110,000.00 1 month ago Newport Beach, CA $36.00-$38.00 1 week ago Fountain Valley, CA $87,000.00-$91,000.00 5 days ago Irvine, CA $62,306.00-$93,123.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
FP&A Analyst - Finance Team
role at
Sweet James LLP Join to apply for the
FP&A Analyst - Finance Team
role at
Sweet James LLP What We’re Looking For:
We are seeking a highly analytical and detail-oriented Job Description
What We’re Looking For:
We are seeking a highly analytical and detail-oriented
FP&A Analyst
to join our finance team at a leading personal injury law firm. This role will support strategic decision-making by delivering financial insights, forecasting cash flows, evaluating case performance, and helping optimize profitability. The ideal candidate will be comfortable working in a fast-paced, high-volume environment and have a deep understanding of financial modeling—ideally with exposure to contingency-based revenue models.
Dedicated – Driven Financial Team Growth!
Sweet James is devoted to providing quality and excelling results while continuously
making a difference in our community . If you are seeking a long-term legal career with an opportunity to grow in a high performance, collaborative environment, we encourage you to apply today!
At our firm, we provide the tools and resources to launch your legal career. Sweet James has built an award-winning team focused on delivering superior client experiences. We invest in our staff,
valuing growth, mentorship,
and
mission-driven environment
where you work truly matters!
Key Responsibilities
Develop and maintain financial models to project revenue, expenses, and cash flows associated with active and potential legal cases. Analyze settlement trends, case lifecycle timelines, and historical performance to support revenue forecasting. Prepare monthly, quarterly, and annual financial reports for senior leadership, highlighting key financial and operational metrics. Partner with legal operations and accounting to track and report on key case metrics (e.g., average settlement size, case age, attorney productivity). Assist in budgeting, variance analysis, and long-term strategic planning processes. Monitor and report on law firm financial KPIs, including cost per case, client acquisition costs, and return on legal spend. Conduct ad hoc financial analysis to support business decisions (e.g., marketing ROI, case intake optimization, etc) Help improve data collection and reporting processes across case management and finance platforms. Support financial due diligence for firm growth initiatives such as practice area expansion, office openings, or acquisition targets.
Required Qualifications :
Bachelor’s degree in Finance, Accounting, Economics, or a related field. 2–4 years of experience in FP&A, financial analysis, or business intelligence, preferably in a professional services or law firm environment. Strong financial modeling, forecasting, and data analysis skills. Advanced Excel skills; proficiency in PowerPoint and financial reporting tools. Familiarity with case management and accounting systems (e.g., Litify, Salesforce, Quickbooks) is a plus. Excellent written and verbal communication skills.
Preferred Skills:
Experience in contingency fee-based business models or cash flow forecasting tied to uncertain timelines. Exposure to Tableau, Power BI, or similar BI tools. CPA, CFA, or MBA is a plus but not required.
What We Offer:
Career Development: Opportunities for professional growth and advancement A Team-Focused, Metric-Driven Environment: providing the training and mentorship to continuously learn and exceed career goals Full Benefits Package: including health insurance, dental and vision insurance, HSA, Life Insurance, and 401(k) Matching Paid Time Off Free parking for all employees
Company Description
Sweet James is a renowned law firm dedicated to providing exceptional legal services. Our team is driven by a commitment to excellence, client satisfaction, and continuous improvement. Joining Sweet James means becoming part of a supportive and collaborative work environment where your skills and contributions are valued.
Sweet James is a renowned law firm dedicated to providing exceptional legal services. Our team is driven by a commitment to excellence, client satisfaction, and continuous improvement. Joining Sweet James means becoming part of a supportive and collaborative work environment where your skills and contributions are valued. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Law Practice Referrals increase your chances of interviewing at Sweet James LLP by 2x Get notified about new Financial Planning Analyst jobs in
Newport Beach, CA . Newport Beach, CA $97,900.00-$126,800.00 4 weeks ago Sr. Associate, Operations Financial Planning and Analysis
Irvine, CA $104,000.00-$156,000.00 4 days ago Financial Services - Consulting - Guidewire - Business Analyst - Senior
Irvine, CA $101,500.00-$186,000.00 1 week ago Senior Analyst, Finance Master Data Management & Governance
Newport Beach, CA $121,770.00-$148,830.00 1 week ago Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE
Irvine, CA $76,000.00-$125,300.00 2 weeks ago Newport Beach, CA $200,000.00-$225,000.00 1 week ago Irvine, CA $105,000.00-$120,000.00 2 weeks ago Huntington Beach, CA $120,000.00-$140,000.00 1 week ago Orange, CA $72,096.00-$115,353.00 1 week ago Newport Beach, CA $32.75-$40.03 2 weeks ago Reverse Logistics Business Analyst WMS- Chinese Bilingual
Buena Park, CA $85,000.00-$90,000.00 2 weeks ago Newport Beach, CA $163,620.00-$199,980.00 4 days ago Irvine, CA $65,000.00-$75,000.00 1 day ago Newport Beach, CA $120,000.00-$125,000.00 1 month ago Business Analyst – PBJ Audit and Compliance (Onsite)
San Juan Capistrano, CA $80,000.00-$105,000.00 5 days ago Buena Park, CA $90,000.00-$95,000.00 2 weeks ago Business Immigration Analyst (Paralegal)
Senior Tax Analyst CPA EA Accounting Degree Pref
Social Worker-BA Hrly - Mental Health 109 (on - call )
Financial Analyst- Multifamily Asset Management
Newport Beach, CA $70,000.00-$100,000.00 3 weeks ago Financial Analyst- Multifamily Acquisitions
Newport Beach, CA $70,000.00-$100,000.00 1 month ago Financial Analyst- Multifamily Asset Management
Newport Beach, CA $70,000.00-$110,000.00 3 weeks ago Financial Analyst- Multifamily Acquisitions
Newport Beach, CA $70,000.00-$110,000.00 1 month ago Newport Beach, CA $36.00-$38.00 1 week ago Fountain Valley, CA $87,000.00-$91,000.00 5 days ago Irvine, CA $62,306.00-$93,123.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr