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.
Essential Duties/Responsibilities:
- 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.
Competencies:
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 ski