Financial Analyst-Mgr/Director

Responsibilities:

General Ledger & Financial Systems:

• Maintain and regularly review the firm's chart of general ledger accounts, ensuring alignment with financial reporting and operational standards.
• Utilize financial systems such as PowerBI, Elite 3E, AFS, and Excel to manage data, generate reports, and support decision-making processes.

Payroll & Attorney Compensation:

• Prepare and upload accurate and timely payroll general journal entries (GJE) each pay period.
• Produce and analyze quarterly commission reports for partners, counsel, and associates.

Financial Reporting:

• Create and distribute monthly financial reporting packages for the Executive Committee, including key financial summaries and firmwide insights.
• Prepare comprehensive monthly and quarterly firm financial statements, including income statements, balance sheets, and cash flow reports.
• Generate and distribute open accounts receivable reports to attorneys and leadership, providing context and follow-up actions as needed.
• Monitor and report on missing time entries, coordinating with department heads and HR to ensure compliance.

Budgeting & Forecasting:

• Lead the annual firm budgeting process, coordinating input from department heads and senior leadership.
• Maintain and distribute quarterly budget performance reports to department stakeholders, highlighting key variances and trends.

Profitability & Practice Group Reporting:

• Conduct detailed client and matter-level profitability and realization analysis, identifying areas for improvement and strategic focus.
• Develop and deliver practice group reporting, including revenue, utilization, margin, and growth analysis to practice leaders.

Executive & Strategic Support:

• Collaborate with the CFO, Managing Partner, and Executive Committee to create executive-level presentations, reports, and financial dashboards.
• Support ad hoc analysis and reporting needs tied to firm strategy, attorney performance, and operational planning.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; CPA, MBA, or equivalent strongly preferred.
• 7-10 years of financial analysis experience, ideally in a law firm or professional services environment.
• Strong familiarity with law firm financial structures, including partner compensation, billing realization, and matter profitability.
• Advanced skills in Excel, and experience with, Power BI, Elite 3E, or similar financial systems.
• Excellent analytical, organizational, and communication skills.
• Ability to work independently and collaboratively with senior leadership.
• High attention to detail and commitment to accuracy in all deliverables.