Senior Financial Analyst

Overview

This position involves independently performing financial and business analysis, delivering recurring and ad hoc reporting, supporting budgeting and forecasting, building and maintaining financial models, and driving process improvements. The role includes taking ownership of assigned analyses, processes, and deliverables—organizing 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 Senior Financial Analyst will interpret performance trends, identify underlying business drivers, and communicate clear, decision-ready insights and recommendations. The role also supports 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 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.
• Prepare executive summaries, dashboards, presentations, trend analyses, and other materials for discussions with senior leadership.
• Develop conclusions and recommendations based on analysis rather than simply presenting data.
• Adapt analytical presentations and level of detail for 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 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 metrics 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.
• 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 assigned recurring processes, analyses, reports, and projects; advance work independently to meet 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.
• 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 and leadership needs change.
• 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 approved 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 to improve 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.
• Personally validate analytical and AI-assisted outputs and apply 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.
• Communicate financial concepts clearly to non-financial stakeholders and provide appropriate context.
• Own assigned work and analytical processes, drive work toward completion, and engage management when direction, escalation, or review is needed.
• Ask thoughtful questions, respectfully challenge assumptions when supported by analysis, and seek to understand business 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 demonstrated ability to learn quickly), including realization, utilization, leverage, productivity, profitability, WIP, and accounts receivable dynamics.
• Strong project and task ownership; ability to independently organize work, advance deliverables, identify obstacles, and meet deadlines.
• Strong written, verbal, and presentation skills, including the ability to explain complex financial concepts to non-financial audiences.
• Ability to balance attention to detail with the broader business question and purpose of an analysis.
• Proactive, solutions-oriented mindset; 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.
• 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

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