Financial Reporting Analyst
About The Position
The Reporting Analyst supports and enhances the firm’s financial and operational reporting. The role focuses on improving, streamlining, and modernizing reporting across time, revenue, billing, collections, and financial performance. It requires substantial law firm experience, a comprehensive understanding of legal financial and operational workflows, and the ability to turn complex data into meaningful business intelligence. The analyst uses data analytics, reporting, and visualization tools to provide actionable insights that support strategic decision-making, improve operational efficiency, and drive firm performance.
Requirements
- At least 5 years of experience in a law firm or professional services environment.
- Proven experience building and maintaining financial and operational reports.
- Advanced Excel skills and strong analytical capabilities.
- Ability to translate complex data into clear, actionable insights.
- High attention to detail and commitment to accuracy.
- Strong problem-solving mindset with a focus on continuous improvement.
- Ability to manage multiple priorities and meet deadlines.
- Effective communication with financial and non-financial stakeholders.
- Collaborative approach across Finance, Billing, and IT.
- Self-starter who proactively identifies gaps and drives solutions.
Nice To Haves
- Experience with Elite 3E, Aderant, and/or Iridium BI.
- Exposure to data visualization or reporting tools such as Microsoft Power BI or similar.
- Familiarity with data models, reporting cubes, or SQL-based reporting.
- Experience supporting law firm profitability and performance analysis.
Responsibilities
- Develop, maintain, and enhance firmwide reports covering time, productivity, compensation, revenue, billing, commissions, collections, financial statements, budgeting, forecasts, and bank and industry surveys.
- Identify opportunities to streamline, standardize, and improve existing reports.
- Improve the accuracy, usability, and timeliness of reporting outputs.
- Reduce manual reporting effort and eliminate duplicative processes.
- Partner with Accounting, Billing, and IT to improve data quality and consistency.
- Use financial systems such as Elite 3E, Aderant, Iridium, or similar tools to extract and validate data.
- Develop understanding of legal financial data structures, including WIP, accounts receivable, clients, matters, and timekeepers.
- Troubleshoot reporting issues in collaboration with internal teams and vendors as needed.
- Ensure consistency between system data and reported outputs.
- Analyze profitability, realization, and collections trends.
- Support the annual budgeting process.
- Assist leadership in identifying trends, risks, and opportunities.
- Contribute to improvements in reporting strategy and data governance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
