Sr. Financial Analyst

Benesch Law•Cleveland, OH

7d•Hybrid

About The Position

At Benesch, we are seeking a Sr. Financial Analyst for our Cleveland office. This position is hybrid with work from home flexibility. The ideal candidate enjoys preparing budgets, forecasting, and financial reporting, and is adept at performing analysis and ad-hoc reporting. This role is for a senior-level, experienced financial professional with strong Excel skills, modeling, and benchmarking expertise. The Sr. Financial Analyst is responsible for preparing and analyzing financial reports, monitoring key performance metrics, and supporting budgeting and forecasting. The position collaborates with firm leaders to deliver insights, perform detailed analyses, and assist with benchmarking and predictive modeling to guide decision-making and improve overall performance.

Requirements

Bachelor's degree in Finance, Accounting, or Business Administration.
8 to 10 years of relevant experience in data analysis or accounting.
Demonstrated advanced proficiency in Microsoft Excel, including expertise with pivot tables, lookups, advanced formulas, and data manipulation.
Exceptional attention to detail, critical thinking, and problem-solving abilities.
Strong written and verbal communication skills.
A quick learner who can effectively prioritize tasks and perform under tight deadlines.
Excellent organizational skills.
Ability to work well both independently and as part of a team.
Commitment to providing outstanding customer service.

Nice To Haves

Experience in financial analysis, modeling, budgeting, and financial statement preparation is strongly preferred.

Responsibilities

Develops, maintains, and assists in preparing weekly, monthly, quarterly, and annual financial reports for firm management, including analyzing financial statements, key performance indicators, budget performance, and reconciliations.
Performs detailed analyses to review firm performance across key metrics and identifies areas for improvement.
Processes, cleans, and validates data to support predictive analysis and data modeling for future planning and forecasting.
Identifies and assesses current performance across all practice groups and departments, comparing results to historical trends.
Supports strategic initiatives by providing timely and accurate financial reports and actionable insights.
Collaborates with other departments to analyze evolving business needs.
Serves as a vital resource for practice group leaders, department heads, and senior staff, addressing a variety of financial and analytical needs.
Conducts ad-hoc analyses to deliver in-depth information as required by internal and external clients.
Assists with the firm's budgeting and forecasting process, ensuring proposals are complete, accurate, and compliant with budgeting guidelines.
Creates and analyzes summary budget reports to determine performance versus the firm's budget and forecast.
Reviews general ledger details and compares with budgets and forecasts to assess successes and identify potential areas for improvement at the firm, department, and team levels.
Prepares and assists in the preparation of external benchmarking surveys to evaluate the firm's performance in comparison with industry peers.