Senior Financial Analyst
About The Position
The Senior Financial Analyst position plays a key role in formulating pricing strategies and managing billing activity against client expectations in partnership with attorneys. The Senior Financial Analyst is responsible for creating budgets and forecasts as well as responding to competitive requests for proposal. The Senior Financial Analyst develops pricing tools and templates to boost accuracy in future budgeting and forecasting. This position develops financial analyses and critically reviews results in partnership with various levels of management within the firm.
Requirements
- Bachelor's degree required. MBA or advanced degree preferred.
- Minimum 4 years of financial planning and analysis (FP&A) experience or related experience involving data analysis and substantial quantitative modeling and forecasting.
- Ability to communicate effectively with internal and external clients including attorneys, management, other staff, clients of the firm and, at times, vendors.
- Ability to effectively manage internal and external client expectations and build relationships.
- Ability to analyze current methods and processes, propose alternatives in a way that builds decision-making consensus.
- Ability to organize and prioritize multiple assignments, using judgment and initiative to accomplish results.
- Produce accurate work while meeting time-sensitive deadlines.
- Ability to work independently and lead projects from inception to delivery with minimal management oversight.
- Advanced skills in MS Excel, MS Access, SQL, Word and PowerPoint.
- Experience working with a financial or budgeting system.
Nice To Haves
- Prior law firm experience is helpful, but not required.
Responsibilities
- Work closely with attorneys to respond to complex budget and pricing structure requests.
- Define scope and develop task-based budgets and forecasts
- Assess and recommend alternate pricing proposals
- Prepare risk and reward analyses and win and win analyses
- Oversee all matter budget management for large clients and interact with clients
- Provide attorneys and other department heads with relevant data to help them manage client expectations on legal spend and with business development efforts.
- Create and publish budget to actual reports and packages
- Create and optimize dashboards and ad-hoc reports as requested by attorneys and department heads
- Provide customized modeling, performance and benchmarking analyses
- Define a pricing framework for specific litigation tasks or phases
- Define approach, analyze and interpret comparable matter data, and correct for anomalies
- Test hypotheses, refine metrics, and increase the number of exemplars for future use
- Determine causes of data quality problems and recommend improvements
- Identify, troubleshoot and resolve data quality issues and recommend improvements based on findings
- Approve AFA related bills and billings’ responses to client requests that might have more client or attorney sensitivities
- Assist in documenting processes and participate in process improvement initiatives.
- Other projects/initiatives as assigned
Benefits
- We offer competitive pay, benefits and an opportunity to make an impact in today’s world.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
