Financial Analyst

The Financial Analyst supports firm leadership by providing meaningful financial analysis, budgeting, forecasting, and reporting that strengthen decision-making throughout the organization. The Analyst will partner closely with the Senior Financial Analyst and the Director of Finance to convert financial information into clear, actionable insights.

Financial Analyst Responsibilities:

• Support the annual budget cycle and recurring forecast updates, including headcount planning and revenue and expense projections.
• Contribute to attorney compensation analysis through performance metrics, trend evaluation, and benchmarking.
• Analyze profitability by matter, client, practice group, and attorney (e.g., realization, utilization, leverage, rate performance).
• Build and maintain reports and dashboards that surface key performance drivers.
• Deliver ad hoc analysis and reporting to support management and leadership requests.
• Maintain high standards for data accuracy, consistency, and interpretability across all deliverables.
• Use critical thinking to identify trends, risks, and opportunities within financial and operational data.
• Collaborate with operational and legal stakeholders to understand business needs and tailor analyses accordingly.
• Recommend enhancements to reporting, workflows, and the use of data to improve insight and efficiency.
• Leverage financial and practice management systems to extract, validate, and analyze data.
• Support integrations between financial systems, timekeeping/billing platforms, and reporting solutions.
• Document reporting logic, assumptions, and methodologies to promote scalability and continuity.
• Perform other finance responsibilities and assist with special projects as needed.

Financial Analyst Requirements:

• Bachelor’s degree in Finance, Accounting, or a related discipline.
• 2–4 years of experience in financial analysis; experience in professional services and/or a law firm environment is preferred.
• Advanced Excel proficiency; experience with business intelligence tools (e.g., Power BI, Tableau) is a plus.
• Proven ability to think analytically, ask strong questions, and clearly communicate insights and recommendations.
• High attention to detail with a strong sense of ownership and accountability.