FP&A Manager

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 Net Suite 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.

Core systems include Net Suite (ERP), Net Suite 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.

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 Net Suite 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…