Senior Financial Analyst

This is a fully remote position, open to applicants in California, +15 more states.

📋 Description

• Conduct comprehensive financial and business analysis that connects financial performance with business drivers across the firm, office, practice group, client, and matter levels.

• Generate monthly and quarterly variance analyses compared to budget, forecasts, and previous periods.

• Transform complex financial and operational data into actionable insights and recommendations.

• Create executive summaries, dashboards, presentations, trend analyses, and materials for leadership discussions.

• Assist in the annual budgeting process, periodic reforecasting, and multi-period outlook activities.

• Design and maintain financial and statistical models for revenue and expense forecasting, headcount and compensation planning, productivity, utilization, and performance metrics.

• Evaluate law firm KPIs, including realization, utilization, leverage, productivity, cost efficiency, profitability, WIP, and accounts receivable.

• Support working capital analysis along with external benchmarking, industry publications, and surveys.

• Oversee recurring processes, analyses, reports, and projects from inception to completion.

• Assess and enhance reporting and analytical processes through standardization, automation, business intelligence, and process redesign.

• Build and maintain analytical tools, dashboards, models, and reporting solutions utilizing Excel, Power BI, Tableau, SQL, Power Query, and approved platforms.

• Collaborate with Finance, Accounting, Information Technology, data teams, practice management, and other stakeholders.

• Engage in Finance transformation initiatives and responsibly utilize approved AI-enabled tools.

• Validate analytical and AI-assisted outputs while ensuring confidentiality, data security, financial controls, and professional judgment.

• Clearly communicate financial concepts to non-financial stakeholders and provide context for findings.

⛳️ Requirements

• Exceptional analytical and critical-thinking capabilities.

• Capacity to independently probe financial inquiries and distill complex information.

• Strong grasp of accounting principles and financial statements.

• Familiarity with financial planning, budgeting, forecasting, variance analysis, and financial modeling.

• Working knowledge of law firm or professional services economics and key performance drivers, or a demonstrated ability to quickly learn these concepts.

• Skill in independently organizing tasks, advancing deliverables, identifying challenges, and meeting deadlines.

• Excellent written, verbal, and presentation skills.

• Ability to articulate complex financial concepts to non-financial audiences.

• Proficiency in managing multiple priorities and adjusting to changing needs.

• High standards of integrity, professionalism, objectivity, and confidentiality.

• Proven ability to work effectively in remote, hybrid, and in-office settings.

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related business field.

• At least five (5) years of progressive experience in finance, FP&A, financial analysis, or a related analytical role.

• Proven experience in performing complex financial analysis, financial modeling, budgeting, forecasting, or management reporting independently.

• Advanced proficiency in Microsoft Excel, including complex formulas, PivotTables, financial modeling, and data analysis.

• Experience with ERP/GL, financial reporting, or time-and-billing systems.

• Familiarity with business intelligence and data visualization tools such as Power BI or Tableau.

• Proficient in Microsoft Word, PowerPoint, Outlook, and Teams.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible work arrangements to support work-life balance.

• Collaborative and inclusive company culture.