Corporate Development and FP&A Associate
BARBRI is the global leader and largest provider of tech-enabled legal learning solutions for law students, law schools, universities, professionals, law firms, and organizations.
BARBRI has been the number one brand in legal education for over 50 years and has forged a trusted relationship with more than 1.5 million legal professionals around the world. BARBRI's ongoing commitment to innovation in technology, learning science, and expert content and curriculum — developed by renowned experts — empowers global legal learners at every step of their career journey. From helping aspiring lawyers prepare for the LSAT and succeed in law school, to delivering effective U.S. Bar and SQE preparation courses and a lifetime of legal education through professional development courses, BARBRI's exceptional resources, data insights, and personalized support help legal learners, law schools and organizations achieve their goals and provide excellent learner outcomes.
BARBRI is headquartered in Dallas, Texas, with offices in the United States and United Kingdom.
Position Overview
We are seeking a skilled and detail-oriented Corporate Development and FP&A Associate to join our Finance team. This individual will work closely with senior leadership and cross-functional teams to help support overall Corporate Development, Strategy and FP&A efforts. The role demands a strategic and analytical thinker with expertise in financial analysis. The ideal candidate is a highly motivated, results-driven professional with exceptional financial modeling skills. They thrive in a fast-paced, dynamic environment, possess strong communication and collaboration abilities, and stay ahead of industry trends and technology. They will also have a strong background in financial reporting and the ability to work collaboratively with leadership to provide key insights that drive business performance and strategic decision-making. The role will report directly to the Senior Vice President of Corporate Development and Global Strategy, offering a great opportunity for professional growth and leadership exposure.
The position is flexible/hybrid, with a preferred location of Dallas, Texas.
Key Responsibilities
- Assist with Company reporting process for all financial, budget and operating metrics.
- Collaborate with broader FP&A team on centralized reporting. Prepare month end leadership and board reporting to communicate key messages to senior management.
- Partner with Accounting and other members of the Finance team in the delivery of monthly reporting and analysis including forecast, budget, and any ad-hoc requests.
- Work closely with Data Analytics and Rev OPs teams for reporting needs.
- Support BARBRI’s M&A strategy by performing financial analyses, including but not limited to valuation, accretion/dilution, contribution analysis, and IRR.
- Monitor and summarize financial research on industry peers and companies for senior leadership.
- Track and manage analytics and dashboards for M&A efforts, including post-deal processes.
- Conduct quantitative and qualitative analyses to develop business cases and strategic recommendations.
- Collaborate with business teams to identify and prioritize strategic gaps, evaluate build/buy/partner options, and recommend target selection criteria.
- Partner with cross-functional teams to execute deals and lead due diligence efforts.
- Lead annual forecasting and budgeting processes, working with broader Accounting and FP&A team to gather insights into business trends to update monthly forecasts.
- Assist with the enterprise-wide annual budget process and the long-term planning models including consolidating inputs across the organization and having informed and data-driven perspectives on results.
- In partnership with the FP&A Team, recommend go-forward strategies and drive growth and profitability by evaluating business performance metrics, capital expenditures, spending priorities, investment needs, and/or M&A.
- Implement new and streamlined financial procedures to reduce budget cycle, enhance visualization of reporting, advance budget/forecast variance analysis.
Qualifications
- Strong financial acumen with demonstrated analytical ability accompanied by extensive knowledge of the P&L, balance sheet, and cash flow financial statements.
- Works collaboratively with other functional areas (e.g. accounting, operations, data analytics, technology) to assist with enhancing business processes, internal controls and reporting.
- Excellent interpersonal skills with ability to interact and partner within all levels of the organization and motivate others to accomplish common goals.
- Ability to accurately summarize, and present to senior leadership in a concise and clear format highlighting key information.
- Ability to deliver timely and quality results with a focus on accuracy and integrity of the data.
- Approaches responsibilities with intellectual curiosity and creativity to analyze the business and assess current/future opportunities and risks.
- Ability to be forward thinking and proactive in identifying business issues and opportunities.
- Ability to work independently and make sound decisions with his/her scope of responsibilities with minimal direction.
- Effective verbal and written communication; must have the ability to concisely and effectively communicate with key constituents.
- Experience with the implementation and usage of automated financial planning and reporting systems.
- Knowledge of finance, accounting, and budgeting principles including Generally Accepted Accounting Principles and financial statement reporting.
Preferred Experience
- Progressive experience in public accounting, transaction advisory, investment banking, private equity, or corporate development and/or planning roles.
- Expertise in financial modeling, valuation techniques and financial analysis.
- Strong ability to prioritize and manage multiple projects in a dynamic environment.
- Highly driven and detail-oriented, with curiosity and a commitment to excellence.
- Ability to produce quality materials within tight timeframes and simultaneously drive several projects.
- Proven experience collaborating across a matrix organization in an efficient manner to deliver valuable outcomes in a high-growth environment.
- Experience leading financial modeling and analytical skills for budgeting and forecasting, combined with a strong attention to detail and the ability to present complex information in a usable format to a diverse audience.
- Advanced skills in Excel and PowerPoint; experience working with common ERPs/CRMs/Martech, BI tools (PowerBI, Tableau), and other core systems.
Academic Credentials
Bachelor’s Degree in Finance, Accounting, Economics or Business; Master’s Degree and CPA preferred.
Thrive Beyond the Basics: Our Perks Package
We believe your dedication deserves more than just a paycheck. That's why we offer a comprehensive perks package designed to support your well-being and fuel your passions. Here's a taste of what awaits you:
- Compensation: At BARBRI, your base pay is one part of your total rewards package. Your base pay will depend on where your skills, qualifications, experience, and location fit into the hiring range for the position. You may be eligible for incentives based upon your role such as either an annual bonus or sales incentive
- Competitive Benefits: Health, dental, vision, and life insurance plans to keep you and your loved ones covered. Plus, a healthy contribution to your 401(k) retirement savings.
- Work-Life Harmony: We prioritize a healthy balance. Enjoy generous paid time off, including vacation, sick leave, volunteer and other "personal" days, to recharge and explore your interests.
- Wellness Programs: Stay healthy and happy with an on-site fitness facility in our HQ, discounts on gym memberships, and wellness initiatives to support your physical and mental well-being.
- Continuous Learning Opportunities: As an education company, we believe in the power of learning. Access our extensive library of educational resources, courses, and workshops to enhance your skills and knowledge in both professional and personal development areas.
- Flexible Work Arrangements: We understand the importance of work-life balance. Enjoy flexible work hours and remote work options, allowing you to manage your schedule and responsibilities effectively.
- Opportunities for Growth and Advancement: We're committed to helping you reach your full potential. Benefit from opportunities for career growth and advancement through mentorship programs, volunteer opportunities, performance evaluations, and ongoing feedback/coaching sessions.
- Employee Assistance Program: Life can be unpredictable, and we're here to support you through challenging times. Access our employee assistance program for confidential counseling, legal assistance, and other support services.
- And More!
At BARBRI, we believe that investing in our employees leads to mutual success. Join us and be part of a passionate team dedicated to transforming education through innovative technology.
BARBRI is an equal opportunity employer and is committed to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
We believe that diversity fosters creativity, innovation, and success. We are dedicated to creating an inclusive environment where all employees feel valued, respected, and empowered to contribute their unique perspectives and talents.
Qualified applicants will receive consideration for employment without regard to their race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Join us in our mission to empower individuals through education and technology. We welcome candidates from all backgrounds to apply and help us build a diverse and inclusive workforce.
External recruiter notice:
BARBRI does not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Department
Accounting & Finance
Locations
Dallas, TX
Remote status
Hybrid
Employment type
Full-time