Financial Analyst

Wheeler Trigg Odonnell LLP•Denver, CO

2d•Onsite

About The Position

This is a hands-on position that works closely with both internal and external clients to ensure accurate and timely financial analysis, planning, and reporting. This position will also handle some billing and collections activities from initial matter intake through final billing.

Requirements

Knowledge of accounting principles and practices as normally acquired through an Associate’s degree in Accounting or closely related field, or equivalent combination of training and experience is required.
Demonstrated proficiency with Microsoft Suite, to include Excel and the ability to prepare ad hoc reports and requests as needed.
Must have strong technology skills and particularly strong skills in a service-oriented office environment.

Nice To Haves

4 Year college degree preferred
Experience with Aderant or other legal billing software a plus.

Responsibilities

Produce and prepare Firm monthly, quarterly and annual financial reports
Provide analysis, commentary and distribute reports to management
Assist in the preparation of the Firm’s annual budget and quarterly forecasts
Provide regular and ad-hoc financial reports to senior management, highlighting key performance indicators and offering actionable insights.
Develop integrated revenue/expense analyses, projections, reports, and presentations;
Provide analysis and insight to Practice Leaders and Directors to support their decision with regards to budgeting, forecasting and expense management
Prepare, model and analyze various fee or pricing options as requested
Assist in the preparation of new business proposals, RFPs and profitability analysis
Special projects may include assisting with heightened or escalated month-end needs and testing of new software features.
Review initial matter intake requests and confirm accuracy of data entered through intake workflow. Review to include client billing guidelines and summarizing those guidelines into billing notes.
Generate, launch and monitor status of prebills through the Aderant Expert Billing workflow.
Process and finalize bill edits as directed by the billing attorney or their secretary.
Communicate with internal and external clients. Answer client inquiries via phone and email. Keep appropriate documentation by logging conversations, e-mails and other communications.