Senior Financial Analyst

Overview

This role involves independently performing financial and business analysis, recurring and ad hoc reporting, budgeting and forecasting support, financial modeling, and process improvement. The Senior Financial Analyst will take ownership of 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, this position interprets performance trends, identifies underlying business drivers, and communicates clear, decision-ready insights and recommendations. The role 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 linking firm 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.
• Prepare executive summaries, dashboards, presentations, and trend analyses for discussions with senior leadership.
• Develop conclusions and recommendations based on analysis rather than simply presenting data.
• Adapt analytical presentations and the level of detail to the needs of financial and non-financial audiences.
• Respond to recurring and ad hoc analytical requests from the Finance Manager, Director of Finance, Chief Financial Officer, and other internal stakeholders.
• Support annual budgeting, periodic reforecasting, and multi-period outlook processes for the firm, offices, practice groups, and administrative departments.
• Develop and maintain financial and statistical models supporting 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 measures relevant to law firm financial performance.
• Conduct practice group and office profitability analyses, including 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 other factors affecting cash flow.
• Assist with financial analysis and responses for external industry publications, benchmarking studies, and surveys as needed.
• Own assigned recurring processes, analyses, reports, and projects; advance 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 existing 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 promote consistency and knowledge transfer.
• Collaborate with Finance, Accounting, Information Technology, and other administrative departments to obtain information, resolve data issues, and complete analytical work.
• Effectively manage multiple priorities as business and leadership needs change.
• Improve the accuracy, speed, scalability, and reliability of financial reporting and analytical processes through technology and process redesign.
• Develop and maintain analytical tools, dashboards, models, and reporting solutions using technologies 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 for improving how the department produces, reviews, communicates, and retains financial analysis.
• Responsibly use approved AI-enabled tools to support planning, analysis, research, quality review, documentation, and other appropriate Finance workflows.
• Validate analytical and AI-assisted outputs and maintain appropriate professional judgment, confidentiality, data security, and quality standards.
• Maintain curiosity regarding emerging technologies and continuously develop technical and analytical skills.
• Build productive relationships with Finance colleagues, practice management, Accounting, Information Technology, and other business professionals.
• Develop understanding of operational and financial factors affecting practices, offices, departments, clients, and matters.
• Communicate financial concepts clearly to non-financial stakeholders and provide appropriate context around analytical findings.
• Maintain strict confidentiality of firm, client, and employee information.

Required Knowledge, Skills & Abilities

• Strong analytical and critical-thinking skills with 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, and accounts receivable dynamics) or demonstrated ability to learn these concepts quickly.
• Strong project and task ownership; independently organize work, advance deliverables, identify obstacles, and meet deadlines.
• Strong written, verbal, and presentation skills, including explaining complex financial concepts to non-financial audiences.
• Ability to balance attention to detail with the broader business 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 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 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

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

Other Information

• This position description is intended to describe the general content of and requirements for the performance of the job. Additional duties and responsibilities may be assigned as determined by business needs.
• This 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 employer adheres to a policy of equal opportunity and will make all 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 and any other classification as protected by law.