Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Financial Analyst providing financial insights, forecasting, and data-driven recommendations for a multi-location family law firm. Essential for strategic decision-making and ensuring operational efficiency.
Responsibilities
- Provide financial insights, forecasting, and data-driven recommendations to support strategic decision-making across a multi-location law firm
- Collect, validate, and consolidate monthly forecasts for 13+ locations to support firm-wide financial planning
- Analyze trends and variances; proactively identify and notify CFO of risks and opportunities
- Assist in budgeting cycles and ongoing revenue/expense analysis
- Serve as the firm’s primary point of coordination for forecasting inputs from Operations, HR, Billing, and other departments, ensuring completeness and timeliness
- Extract and interpret data from core systems to generate actionable insights
- Support process improvement and automation initiatives, including Power BI implementation
- Build and maintain data workflows that enhance visibility and decision-making
- Continuously enhance forecasting tools, models, and automation pipelines to reduce manual effort and increase forecasting accuracy
- Partner with Operations, HR, Billing, and other departments to ensure accurate data inputs
- Participate in cross-departmental training and knowledge-sharing sessions
- Support internal controls and compliance-related tasks
- Prepare recurring and ad-hoc financial reports for leadership
- Complete special projects and analyses as assigned by the CFO
- Other duties as assigned.
Requirements
- 2–3 years of financial analysis experience in a mid- or large-size organization
- A Bachelor’s degree is required
- Comfortable working with multiple systems and large datasets
- Ability to work extended hours during peak financial cycles or special projects
- Demonstrated ability to manage recurring financial cycles independently and ensure deadline-driven deliverables without extensive oversight
- Advanced proficiency in Microsoft Excel and familiarity with Microsoft Suite (Word, PowerPoint)
- Experience with Power BI strongly preferred
- Ability to build, maintain, and troubleshoot forecasting models, templates, and data workflows
- Strong analytical mindset with ownership mentality
- Detail-oriented, dependable, and adaptable in a fast-paced environment
- Excellent communication skills; able to interact professionally with all levels of personnel, including management and support staff
- Ability to manage multiple priorities and work under minimal supervision
- Proactive self-starter who understands details within a larger context
- Demonstrated reliability and ability to learn new technology quickly
- Excellent client service skills; organized and able to handle multiple matters simultaneously
- Flexibility to respond quickly and positively to shifting demands and deadlines.
Benefits
- Comprehensive benefits package includes health insurance
- HSA/FSA options
- Short-term and long-term disability
- Dental and vision care
- Life insurance
- 401(k)
- Vacation
- Sick time
- Access to an employee assistance program
- Additional voluntary benefits include accident insurance, life insurance, disability insurance, critical illness insurance, long-term care insurance, and pet insurance
- Commuter and transit benefits may be available in some locations
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