Senior Financial Analyst

Overview

This role independently supports financial and business analysis, recurring and ad hoc reporting, budgeting and forecasting, financial modeling, and process improvement. The Senior Financial Analyst is responsible for owning assigned analyses, processes, and deliverables—organizing and advancing work toward completion, identifying issues, risks, opportunities, and next steps, and engaging Finance leadership for direction and review when appropriate.

Beyond reporting financial results, the role interprets results, identifies underlying business drivers, and provides clear, decision-ready insights and recommendations. The position also contributes to continued improvement of the Finance function through process standardization, automation, business intelligence, and responsible adoption of approved analytical and AI-enabled technologies.

Responsibilities

• Perform detailed financial and business analyses connecting financial performance to underlying business drivers at the firm, office, practice group, client, and matter levels.
• Prepare monthly and quarterly variance analyses versus budget, forecast, and prior periods; identify key revenue and expense drivers, risks, opportunities, and potential actions.
• Synthesize complex financial and operational information into clear, concise, decision-ready insights for Finance and firm leadership.
• Create executive summaries, dashboards, presentations, and trend analyses for discussions with senior leadership.
• Develop conclusions and recommendations from analysis rather than only presenting data or reporting results.
• Adapt analytical presentations and level of detail for both financial and non-financial audiences.
• Respond to recurring and ad hoc analytical requests from Finance leadership and internal stakeholders.
• Support annual budgeting, periodic reforecasting, and multi-period outlook processes across the firm, offices, practice groups, and administrative departments.
• Develop and maintain financial and statistical models for revenue and expense forecasting, headcount and compensation planning, productivity, utilization, and other performance metrics.
• Analyze key performance indicators, including realization, utilization, leverage, productivity, cost efficiency, and other metrics relevant to law firm financial performance.
• Conduct detailed analyses of practice group and office profitability, matter-level economics, staffing mix, leverage, and other cost and revenue drivers.
• Perform rate and realization analyses focused on performance trends and operational drivers rather than pricing decisions.
• Support working capital analysis, including WIP and accounts receivable trends, aging, collections, and factors affecting cash flow.
• Assist with financial analysis and responses for external industry publications, benchmarking studies, and surveys as needed.
• Take ownership of recurring processes, analyses, reports, and projects, independently advancing work toward completion within established deadlines.
• Develop work plans, identify dependencies, resolve routine issues independently, and proactively communicate significant risks, decisions, or obstacles requiring management input.
• Maintain accuracy, consistency, documentation, and data integrity in all analytical work.
• Evaluate current reports and analytical processes; recommend opportunities to simplify, standardize, or eliminate unnecessary work.
• Document recurring processes, analytical methodologies, assumptions, data sources, and validation procedures to support consistency and knowledge transfer.
• Collaborate with Finance, Accounting, Information Technology, and other administrative departments to obtain information, resolve data issues, and complete analysis.
• Effectively manage multiple priorities and adjust to changing business and leadership needs.
• Improve the accuracy, speed, scalability, and reliability of financial reporting and analytical processes through technology and process redesign.
• Build and maintain analytical tools, dashboards, models, and reporting solutions using tools such as Excel, Power BI, Tableau, SQL, Power Query, and other approved platforms.
• Partner with Finance, Accounting, Information Technology, and data teams to improve data quality, reporting structures, and analytical workflows.
• Reduce repetitive manual work through standardization and automation while maintaining appropriate validation and financial controls.
• Participate in Finance transformation initiatives and contribute ideas to improve how the department produces, reviews, communicates, and retains financial analysis.
• Use approved AI-enabled tools responsibly to support planning, analysis, research, quality review, documentation, and other appropriate Finance workflows.
• Validate analytical and AI-assisted outputs and apply professional judgment, confidentiality, data security, and quality standards.
• Continually develop technical and analytical skills, including staying current on emerging technologies.
• Build productive relationships with Finance colleagues, practice management, Accounting, Information Technology, and other business professionals.
• Communicate financial concepts clearly to non-financial stakeholders and provide context for analytical findings.
• Maintain strict confidentiality of firm, client, and employee information.

Requirements

• Strong analytical and critical-thinking skills, including the ability to independently investigate financial questions and synthesize complex information.
• Ability to translate financial and operational data into concise insights, business narratives, and actionable recommendations.
• Strong understanding of accounting principles and financial statements.
• Understanding of financial planning, budgeting, forecasting, variance analysis, and financial modeling.
• Working knowledge of law firm or professional services economics and key performance drivers (realization, utilization, leverage, productivity, profitability, WIP, accounts receivable dynamics), or demonstrated ability to learn these concepts quickly.
• Strong project and task ownership, including independent organization of work, advancing deliverables, identifying obstacles, and meeting deadlines.
• Strong written, verbal, and presentation skills; ability to explain complex financial concepts to non-financial audiences.
• Ability to balance detailed attention with understanding the broader business question and purpose of the analysis.
• Proactive, solutions-oriented mindset and willingness to investigate issues.
• Strong interpersonal and collaboration skills.
• Ability to manage multiple priorities and adapt as needs change.
• High level of integrity, professionalism, objectivity, and confidentiality.
• Demonstrated ability to work effectively in remote, hybrid, and in-office environments.
• Commitment to continuous learning and improving analytical, technical, and business-partnering capabilities.
• Ability to work effectively independently and collaboratively while maintaining a strong service orientation.

Required Education

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related business discipline.

Preferred Education

• Master’s degree, CPA, or another relevant advanced credential.

Required Qualifications

• Minimum five (5) years of progressive experience in finance, FP&A, financial analysis, or a related analytical role.
• Demonstrated experience independently performing complex financial analysis, financial modeling, budgeting, forecasting, or management reporting.
• Advanced proficiency with Microsoft Excel, including complex formulas, PivotTables, financial modeling, and data analysis.
• Experience with ERP/GL, financial reporting, or time-and-billing systems.
• Experience with business intelligence and data visualization tools such as Power BI or Tableau.
• Proficiency with Microsoft Word, PowerPoint, Outlook, and Teams.

Preferred Qualifications

• Experience in a law firm or professional services environment.
• Experience supporting senior leaders or other business decision-makers with financial analysis and presentations.
• Working knowledge of SQL, Power Query, Power Pivot, or comparable data extraction and transformation tools.
• Practical experience with approved AI-enabled analytical or productivity tools.
• Experience improving, standardizing, or automating recurring analytical or reporting processes.

Compensation & Benefits

• Hiring Salary Range: $85,000.00 - $125,000.00
• Compensation is dependent on several factors, such as position, location, market, education, training, and/or experience.

Location

• Firm will comply with any applicable city or state workplace mandates in effect in regards to Covid-19.

Additional Information

• This position description outlines general duties and requirements and may include additional responsibilities as determined by business needs.
• The position description does not constitute a written or implied contract of employment.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Equal Employment Opportunity

The organization is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, pregnancy, citizenship, disability, genetic information, marital or armed forces status, or any other classification protected by law.