Senior Financial Analyst

Overview

This Senior Financial Analyst role independently performs financial and business analysis, supports budgeting and forecasting, develops financial models, and improves Finance processes through standardization, automation, business intelligence, and responsible adoption of approved analytical and AI-enabled technologies.

The analyst is responsible for owning assigned analyses, processes, and deliverables; organizing work to meet deadlines; identifying issues, risks, opportunities, and next steps; and engaging Finance leadership for direction and review when appropriate. In addition to reporting results, this role interprets financial performance, identifies underlying business drivers, and delivers clear, decision-ready insights and recommendations.

Responsibilities

• Perform detailed financial and business analyses linking firm performance to underlying drivers at the firm, office, practice group, client, and matter levels.
• Prepare monthly and quarterly variance analyses versus budget, forecast, and prior periods, identifying 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 from analysis rather than only presenting data.
• Adapt analytical presentations and levels of detail for financial and non-financial audiences.
• Respond to recurring and ad hoc analytical requests from Finance leadership 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 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 (not pricing decisions).
• Support working capital analysis, including WIP and accounts receivable trends, aging, collections, and factors impacting cash flow.
• Assist with financial analysis and responses for external industry publications, benchmarking studies, and surveys as needed.
• Take ownership of assigned recurring processes, analyses, reports, and projects; advance work independently 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 and recommend ways 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 across Finance, Accounting, Information Technology, and other administrative departments to obtain information, resolve data issues, and complete analytical work.
• Manage multiple priorities and adjust as business needs and leadership priorities change.
• Identify opportunities to 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 apply professional judgment, confidentiality, data security, and quality standards.
• Continuously develop technical and analytical skills and stay current on emerging technologies.
• Build productive relationships across Finance, practice management, Accounting, Information Technology, and other business professionals.
• Communicate financial concepts clearly to non-financial stakeholders with appropriate context.
• Maintain strict confidentiality of all 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 (or ability to learn quickly), including realization, utilization, leverage, productivity, profitability, WIP, and accounts receivable dynamics.
• Strong project and task ownership skills, including independently organizing work, advancing deliverables, identifying obstacles, and meeting deadlines.
• Strong written, verbal, and presentation skills, including explaining complex financial concepts to non-financial audiences.
• Ability to balance attention to detail with understanding the broader business purpose of an analysis.
• Proactive, solutions-oriented mindset and willingness to investigate issues without waiting for detailed direction.
• Strong interpersonal and collaboration skills.
• Ability to manage multiple priorities and adapt as needs change.
• High level of integrity, professionalism, objectivity, and confidentiality.
• Ability to work effectively in remote, hybrid, and in-office environments.
• Commitment to continuous learning and improving analytical, technical, and business-partnering capabilities.

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

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