Senior Financial Analyst

Troutman Pepper•Washington, DC

2d•$85,000 - $125,000•Remote

About The Position

The Senior Financial Analyst independently performs financial and business analysis, recurring and ad hoc reporting, budgeting and forecasting support, financial modeling, and process improvement. The role owns assigned analyses, processes, and deliverables; advances work independently; identifies issues, risks, opportunities, and next steps; and seeks Finance leadership direction or review when appropriate. It interprets financial results, identifies underlying business drivers, and communicates decision-ready insights and recommendations. The role also contributes to improving the Finance function through process standardization, automation, business intelligence, and responsible use of approved analytical and AI-enabled technologies. It works with Finance, Accounting, Information Technology, practice management, and other administrative departments to support the firm’s financial planning, reporting, analysis, and transformation initiatives. The position requires maintaining confidentiality of firm, client, and employee information. A bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related business discipline and at least five years of progressive experience in finance, FP&A, financial analysis, or a related analytical role are required. The hiring salary range is $85,000 to $125,000, with compensation dependent on factors including position, location, market, education, training, and experience.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related business discipline.
At least five years of progressive experience in finance, FP&A, financial analysis, or a related analytical role.
Demonstrated experience independently performing complex financial analysis, financial modeling, budgeting, forecasting, or management reporting.
Advanced proficiency with Microsoft Excel, including complex formulas, PivotTables, financial modeling, and data analysis.
Experience with ERP/GL, financial reporting, or time-and-billing systems.
Experience with business intelligence and data visualization tools such as Power BI or Tableau.
Proficiency with Microsoft Word, PowerPoint, Outlook, and Teams.
Strong analytical and critical-thinking skills, including the ability to investigate financial questions independently and synthesize complex information.
Ability to translate financial and operational data into concise insights, business narratives, and actionable recommendations.
Strong understanding of accounting principles and financial statements.
Understanding of financial planning, budgeting, forecasting, variance analysis, and financial modeling.
Working knowledge of law firm or professional services economics and performance drivers, including realization, utilization, leverage, productivity, profitability, WIP, and accounts receivable dynamics, or ability to learn these concepts quickly.
Ability to independently organize and advance work, identify obstacles, and meet deadlines.
Strong written, verbal, and presentation skills, including the ability to explain complex financial concepts to non-financial audiences.
Ability to balance attention to detail with an understanding of the broader business question and purpose of an analysis.
Proactive, solutions-oriented approach and willingness to investigate issues without waiting for detailed direction.
Strong interpersonal, collaboration, project ownership, and task management skills.
Ability to manage multiple priorities and adapt as needs change.
Integrity, professionalism, objectivity, and confidentiality.
Ability to work effectively in remote, hybrid, and in-office environments, both independently and collaboratively.
Commitment to continuous learning and improving analytical, technical, and business-partnering capabilities.

Nice To Haves

Master’s degree, CPA, or another relevant advanced credential.
Experience in a law firm or professional services environment.
Experience supporting senior leaders or other business decision-makers with financial analysis and presentations.
Working knowledge of SQL, Power Query, Power Pivot, or comparable data extraction and transformation tools.
Practical experience with approved AI-enabled analytical or productivity tools.
Experience improving, standardizing, or automating recurring analytical or reporting processes.

Responsibilities

Perform financial and business analyses connecting firm, office, practice group, client, and matter financial performance to underlying business drivers.
Prepare monthly and quarterly variance analyses against budget, forecast, and prior periods, identifying drivers, risks, opportunities, and potential actions.
Synthesize complex financial and operational information into decision-ready insights for Finance and firm leadership.
Prepare executive summaries, dashboards, presentations, and trend analyses, adapting content to financial and non-financial audiences.
Develop conclusions and recommendations rather than simply reporting data or results.
Respond to recurring and ad hoc analytical requests from Finance leadership and internal stakeholders.
Support annual budgeting, periodic reforecasting, and multi-period outlook processes for the firm, offices, practice groups, and administrative departments.
Develop and maintain financial and statistical models for revenue and expense forecasting, headcount and compensation planning, productivity, utilization, and other performance measures.
Analyze key performance indicators, including realization, utilization, leverage, productivity, and cost efficiency.
Analyze practice group and office profitability, matter economics, staffing mix, leverage, and other cost and revenue drivers.
Conduct rate and realization analyses focused on performance trends and operational drivers rather than pricing decisions.
Support working capital analysis, including WIP and accounts receivable trends, aging, collections, and cash flow factors.
Assist with financial analyses and responses for external industry publications, benchmarking studies, and surveys.
Own assigned processes, analyses, reports, and projects; develop work plans, address routine issues, manage dependencies, and meet deadlines.
Communicate significant risks, decisions, or obstacles that require management input, while maintaining accuracy, consistency, documentation, and data integrity.
Evaluate existing reports and processes and recommend ways to simplify, standardize, or eliminate unnecessary work.
Document recurring processes, methodologies, assumptions, data sources, and validation procedures.
Collaborate with Finance, Accounting, Information Technology, data teams, and other administrative departments to obtain information, resolve data issues, and complete analyses.
Manage multiple priorities and adjust work as business needs and leadership priorities change.
Identify opportunities to improve financial reporting and analysis through technology, process redesign, standardization, and automation.
Develop and maintain analytical tools, dashboards, models, and reporting solutions using Excel, Power BI, Tableau, SQL, Power Query, and other approved platforms.
Contribute to Finance transformation initiatives and improvements to how the department produces, reviews, communicates, and retains analysis.
Use approved AI-enabled tools responsibly and personally validate outputs, exercising professional judgment and maintaining confidentiality, data security, and quality standards.
Build productive relationships across the firm, understand operational and financial drivers, and communicate financial concepts clearly to non-financial stakeholders.
Ask thoughtful questions, respectfully challenge assumptions when supported by analysis, and maintain strict confidentiality of firm, client, and employee information.