Financial Services Agent supporting account managers with operational tasks related to financing products and services. Preparing documentation, managing files, and ensuring compliance with standards in a hybrid role based in Ottawa, Canada.
About the role
- Financial Analyst capturing, using, and analyzing financial data for business initiatives at McCarthy Tétrault. Involves reporting, budgeting, and external research within the finance team.
Responsibilities
- Supporting the Management Team with data gathering and analysis required as part of the annual standard and non-standard rate setting exercise, including the ongoing maintenance of special rates for clients/matters and rates for new timekeepers.
- Contributing to the Firm’s revenue budgeting and forecasting processes and annual attorney admissions/bonus analysis, including data gathering and input, productivity and rate analysis, and assistance with the preparation of executive-level presentations.
- Conducting external research and analysis of the Firm’s results against the benchmarking information available.
- Developing/maintaining report templates for revenue and rates reporting for use by the Professional Resources, Clients & Markets/Business Development, Client Service Delivery and other firm leaders.
- Reporting on a regular (monthly/quarterly) and ad hoc basis of Firm, practice, region, industry group, timekeeper, client, or matter/case revenue results, for our internal and external clients.
- Supporting the ongoing development and automation efforts for the above reports, including efforts to enable self-serve reporting capabilities (via BI tools or SharePoint) for internal clients.
Requirements
- Bachelor’s degree in a related field (i.e. Accounting, Finance or Business Administration).
- Accounting designation, Master’s Degree (MBA) or Master’s in a related field – completed or working towards completion strongly preferred.
- 2-4 years of related work experience post-graduation.
- Advanced skills in MS Excel and BI tools for both query and visualization is strongly desired (i.e., SQL, VBA, Power BI, Iridium etc.).
- Familiarity/experience with practice management applications (e.g. Aderant Expert) an asset but not required.
- Outstanding analytical and problem solving skills to distill complex business issues into simple and actionable data; adept at synthesizing data into meaningful insights.
- Strong written and communication skills, with a demonstrated ability to summarize and convey complex information in a clear and concise manner.
- Ability to establish strong working relationships with others within and outside the Finance department in order to influence/obtain buy-in on common goals.
- Very strong time management and organizational skills with the ability to juggle multiple competing priorities and work under pressure to meet deadlines.
- Innovative, proactive, and forward thinking with a commitment to end-user requirements and focus on continuous improvement; proven aptitude towards learning new applications.
Benefits
- Outstanding benefits from day one, including insurance premiums paid by the Firm and wellness and technology reimbursements.
- Competitive compensation, paid overtime and generous time off, including a day off to volunteer and a day off for your birthday.
- A commitment to professional development and growth opportunities for our people at all levels, supported by a culture that fully embraces and encourages two-way feedback.
- Strong community involvement and a commitment to equity, diversity and inclusion.
- A collaborative, cohesive culture that connects lawyers and business teams through collective purpose.
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