Magna Legal Services is a trusted nationwide partner to law firms, corporations, insurance carriers, and government agencies, delivering comprehensive legal support at every stage of a case. From court reporting and record retrieval to jury consulting, investigations, litigation graphics, and language services, we help our clients navigate complex legal challenges with confidence. Our reputation is built on the expertise, dedication, and professionalism of our team, and we’re proud to foster a culture where talented people can do meaningful work and grow their careers.
Magna Legal Services is seeking a Financial Planning & Analysis (FP&A) Manager to join our Finance team. Magna is a private equity-backed platform operating across multiple service lines and built in part through acquisition. We recently rebuilt the systems that support our planning, forecasting, and reporting processes. As our NetSuite Planning & Budgeting implementation nears completion, this role will validate source data, reconcile reporting to underlying systems, close data and process gaps, and build reliable planning and analysis capabilities. The FP&A Manager will then extend planning and reporting to the business unit, sales, and support function levels and partner with the leaders who own those areas. This role will help establish a scalable finance business partnering function and offers the opportunity to build and eventually lead a team.
Systems and Data Environment
Core systems include NetSuite (ERP), NetSuite Planning & Budgeting, Snowflake, Sigma, Salesforce, and CaptivateIQ, along with business unit-specific operating systems across multiple legal entities and acquired businesses. Some systems and processes are well documented; others require discovery and documentation as part of the role.
Primary Responsibilities
Data, Systems and Infrastructure
- Trace financial and operational data across source systems, reconcile it to the general ledger, and document each metric's source and definition.
- Partner closely with the data and insights team and lead data engineer to define Finance requirements for the Snowflake environment, align on shared definitions, and validate that data reconciles to source systems. Serve as Finance's hands-on counterpart to the data team.
- Identify and resolve data, process, and system configuration gaps between raw transactions and reliable reporting.
- Standardize reporting across legal entities and acquired businesses, including entity, business unit, and cost center mapping in the underlying data.
- Complete the rollout of NetSuite Planning & Budgeting and establish it as the system of record for budgeting, forecasting, and management reporting.
- Refine management reporting models to support cross-functional stakeholders and automate reporting wherever practical.
- Drive automation and process improvements across FP&A workflows to reduce manual effort during close and forecast cycles.
Planning, Reporting and Business Partnering
- Own the annual budget process and recurring reforecast cycle, including the calendar, templates, consolidation, and review.
- Extend planning, forecasting, and reporting below the consolidated level to individual business units, sales channels, and support functions.
- Serve as the finance partner to business unit, sales, and functional leaders, providing the analysis they need to make informed operating and growth decisions.
- Partner with the Controller and accounting team to ensure all FP&A reporting reconciles to the closed books and uses agreed definitions. This role does not own the close or accounting, but all analyses and reporting must align with both.
- Produce monthly and quarterly management reporting packages with variance analysis and commentary that identifies the underlying business drivers.
- Support finance leadership by reporting on business performance and analyzing strategic and operational levers.
- Prepare analyses and materials for board, sponsor, and lender reporting.
- Define and maintain KPIs for each business unit and service line, including the underlying data definitions and sources.
- Lead ad hoc analyses and special projects, including pricing, margin, and acquisition integration work.
- As the function develops and based on demonstrated success in the role, build and lead a team of analysts supporting sales, business units, and support functions.
Desired Background
- Bachelor's degree in finance, accounting, economics, or a related field and at least five years of progressive FP&A or corporate finance experience.
- Proficiency in SQL and the ability to query source data directly.
- Experience with a cloud data platform such as Snowflake, Databricks, Redshift, or BigQuery, or a demonstrated ability to learn new data tools quickly.
- Hands-on experience using a planning and budgeting system such as NetSuite Planning & Budgeting, Adaptive Planning, Vena, or Anaplan. Implementation experience is preferred.
- Working knowledge of NetSuite or a comparable ERP, including its data structure and how to extract clean, reliable data.
- Experience with multi-entity reporting and data from acquired businesses with incomplete systems integration.
- Sufficient accounting knowledge to reconcile reporting to the general ledger and partner effectively with the Controller's team.
- Advanced Excel modeling skills and experience with a reporting or business intelligence platform such as Sigma, SuiteAnalytics, Power BI, or Tableau.
- Strong curiosity and a demonstrated ability to investigate variances, trace data to its source, test assumptions, and resolve discrepancies before results are published.
- Ability to partner with data engineering and analytics colleagues and translate between Finance requirements and data models.
- A track record of building models and processes from scratch, not only maintaining existing ones.
- Demonstrated ability to partner with leaders outside Finance and translate results into clear, actionable business decisions.
- Comfort working in a private equity-backed environment with a fast pace, lean resources, shifting priorities, and evolving scope.
- Capability and interest in building and leading a team as the function grows.
Preferred Qualifications
- Experience supporting or participating in a data warehouse or ERP implementation.
- Experience rolling out a self-service reporting layer to users outside Finance.
- Background in professional services, legal services, or another people- and project-driven business model.
What Success Looks Like
In the first six months
- A documented map of where financial and operating data resides, what each metric means, and where gaps remain.
- Finance data in Snowflake reconciled to the general ledger, with discrepancies identified and remediation plans established.
- NetSuite Planning & Budgeting in production and used to complete a full reforecast cycle.
In the first twelve months
- Budgets and forecasts produced at the business unit, sales channel, and support function levels.
- An agreed KPI set for each business unit, with definitions and sources documented and stable.
- The monthly reporting package produced with materially less manual effort.
- Business unit leaders using FP&A analyses in their operating reviews to inform decisions.