Financial Analyst

General Purpose

The Financial Analyst supports the Financial Services department by delivering financial analysis, productivity and profitability reporting, and data integrity management across the firm. This role collaborates closely with the Analytics team and key business stakeholders to produce meaningful insights that drive informed decision-making at the firm, practice group, and office levels. The ideal candidate brings strong analytical skills, attention to detail, and the ability to manage multiple priorities in a fast-paced legal environment.

• Prepares monthly, periodic and ad hoc financial, productivity, and profitability reports with analysis and commentary.
• Analyzes and understands business requirements and creates firm, practice group, office, and strategic reports to support business needs.
• Handles requests for client billing history, inventory balances, timekeeper statistics, and client matter statistics.
• Performs various special analysis projects impacting all aspects of the Firm’s business, both internal and client related.
• Performs data entry, data integrity, and report accuracy checks as requested.
• Assists the FP&A Project Manager in preparing and managing compensation memos and special compensation agreements for firm timekeepers.
• Assists in the management of firm programs including, but not limited to, Partner Sabbaticals, Business Generations, Operating Budget, and departing attorney transition reports. This will involve coordinating and communicating effectively with business stakeholders and attorneys.
• Independently manages and executes complex financial analyses from inception to completion, exercising sound judgment and critical thinking to identify trends, resolve data discrepancies, and deliver actionable insights with minimal supervision.
• Collaborates with Financial Services teams and leverages technology to streamline and improve financial processes and workflows.
• Supports experienced analysts and management in completing analytical and reporting tasks as requested.
• Perform additional duties and tasks assigned, demonstrating flexibility and a commitment to supporting the firm’s overall objectives.

Communication:
Understands the importance of and demonstrates verbal, written, and non-verbal communications.

Customer/Client

Experience:

Creates a consistent and exceptional experience for others, whether directly to external clients/customers or indirectly through internal support, that elevates the overall perception of the firm.

Organization & Planning:
Proactively takes actions, finds solutions, and displays skills to be efficient and productive.

Team Player:
Works within team and cross-functionally to meet required results.

N/A

• BA/BS in Accounting, Finance, or a related field.
• Four (4) + years’ experience in financial analysis.
• Law firm experience preferred.
• Knowledge and understanding of financial systems, business intelligence tools, and metrics as related to legal industry.
• Excellent financial and analytical skills with attention to details focused on speed, accuracy, and thoughtful analysis.
• Motivated self-starter who can work independently and can contribute as a team player.
• Superior communication (written and oral) skills required.
• Advanced proficiency in Microsoft Excel required.
• Knowledge of Aderant Expert and Iridium BI preferred.

While performing the duties of this position, the employee must have the ability to sit, stand and/or walk for extended periods of time; manipulate (lift, carry, move) weights of at least ten (10) pounds; have repetitive wrist/hand/finger movement to work on a computer and/or related office equipment; speak clearly and concisely so listeners can understand; and regularly understand the speech of another person.

The physical demands described here are representative of those that must be met by this position to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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