Financial Reporting Analyst

Overview

• Support and enhance financial and operational reporting for a professional services firm.
• Focus on improving, streamlining, and modernizing reporting processes and outputs.
• Leverage data analytics and visualization tools to provide actionable insights.
• Collaborate with internal teams to ensure data consistency and reporting accuracy.
• Analyze financial performance metrics to support strategic decision-making.
• Contribute to operational efficiency and business performance improvements.
• Utilize advanced financial systems and reporting tools for data management.
• Assist in budgeting processes and profitability analysis for leadership support.

Key Responsibilities & Duties

• Develop and maintain firmwide financial reports across various metrics and categories.
• Optimize reporting processes to enhance accuracy and reduce manual efforts.
• Collaborate with Accounting, Billing, and IT teams to improve data quality.
• Perform analysis on profitability, realization, and collections trends.
• Support annual budgeting and forecasting processes.
• Troubleshoot reporting issues and collaborate with vendors for solutions.
• Utilize visualization tools to present data insights effectively.
• Contribute to ongoing improvements in reporting strategy and governance.

Job Requirements

• Bachelor’s degree in a relevant field such as Finance or Business Administration.
• Minimum of 5 years of experience in a professional services environment.
• Proficiency in advanced Excel and analytical capabilities.
• Experience with financial systems such as Elite 3E, Aderant, or Iridium BI.
• Familiarity with data visualization tools like Microsoft Power BI.
• Strong problem-solving skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines effectively.
• Collaborative approach to working with cross-functional teams.