Senior Client Reporting Analyst

Map Ssg•New York, NY

4d•$80,000 - $100,000

About The Position

The Senior Client Reporting Analyst assists with the daily and monthly reporting of client, practice, industry and office results to individual partners and other internal stakeholders of the Firm. This analysis helps the Firm make informed business decisions and better respond to client requests for proposals, rate negotiations, and budget estimates. The Senior Analyst takes a more independent role within the group and focuses on complex pricing models, matter budgeting and tracking, and has increased direct interaction with partners.

Requirements

2-3 years of previous experience as a financial analyst
College Degree with a major in Accounting, Finance or Economics.
Minimum GPA in major and overall 3.5, respectively
Strong Microsoft Excel and PowerPoint skills, including experience creating complex Excel models
Strong oral and written communication skills (please provide analytical writing sample, in addition to a standard cover letter)
Detail oriented with strong organizational skills. Must be able to manage multiple, competing deadlines and prioritize work correctly
Working knowledge of financial or reporting database structure
Available for work on nights and weekends to meet deadlines and deliverables

Nice To Haves

Experience using SQL or Power BI is a plus

Responsibilities

Generate monthly client analysis and practice group reporting
Work collaboratively with Partners and the Business Development Team to prepare internal presentations and pitches for new or existing work
Ensure changes to Aderant structure are reflected in database rollups and coordinate with profitability software vendor
Model pricing scenarios in support of client rate negotiations
Read and interpret billing guidelines and model the profitability impact
Work with Billing Team to ensure negotiated rate cards are properly implemented
Assist with matter budgeting and client cost estimates
Suggest optimal staffing scenarios based on specific client rate agreements
Build and maintain Excel database of previous matters for budget estimate reference with qualitative and quantitative characteristics (i.e., IPO, Motion to Dismiss, etc.)
Prepare detailed MD&A style summaries of client results in support of regular partner client team meetings
Analyze profitability of unbilled time in advance of final client billing, as needed
Respond timely to analysis and information requests
Prepare pro-forma analysis and presentations for the Finance and Billing Committee and other firmwide committees
Actively participate in internal meetings to discuss monthly financial results
Special projects as needed