Financial Analyst

The Financial Analyst I – Reporting & Benchmarking supports the firm’s financial reporting, performance analysis, benchmarking, and close processes. This role focuses on preparing accurate reports, maintaining financial data, and assisting with month-end and year-end activities under the direction of the Director of Finance.

• Prepare standard recurring financial and operational reports using established templates
• Update schedules and models supporting monthly and quarterly reporting
• Track and report on core law-firm performance metrics, including:
  • Billable hours and productivity
  • Utilization, realization, and collection rates
  • Revenue per lawyer and revenue per FTE
  • Headcount and staffing trends
• Reconcile data across accounting, payroll, and practice management systems

• Assist with month-end and year-end close processes, including:
• Preparing supporting schedules and reconciliations
• Updating financial reporting work papers
• Validating data used in financial statements and management reports
• Support the preparation of financial information and schedules for outside accountants
• Assist with compiling reports and documentation for the firm’s annual 401(k) audit and other compliance-related requests

• Assist with basic variance analysis against budget and prior periods
• Identify data anomalies and elevate questions or discrepancies
• Support matter-level and practice-group reporting as requested

• Compile and organize external benchmarking data from industry surveys and peer studies
• Assist in comparing firm performance against peer firms and historical trends
• Prepare summary tables, charts, and schedules for internal review

• Validate source data for accuracy and completeness
• Work collaboratively with Accounting, HR, and IT to resolve data inconsistencies
• Maintain strict confidentiality of financial, partner, and personnel information

• Microsoft Excel – strong working knowledge, including:
  • Formulas and functions
  • Pivot tables and data validation
  • Basic financial models and schedules
• Microsoft Office Suite (Word, PowerPoint, Outlook)
• Comfort working with large datasets and multiple data sources

• Exposure to law-firm practice management systems (e.g., Aderant, Litera, or similar)
• Familiarity with general ledger and accounting systems
• Experience with payroll or HR systems (e.g., ADP or similar)
• Introductory exposure to business intelligence or reporting tools (e.g., Power BI, Tableau)
• Basic understanding of data reconciliation across systems