Financial Analyst providing financial insights and forecasting support for Modern Family Law's multi-location operations. Collaborating across departments to enhance financial planning and compliance.
Responsibilities
Collect, validate, and consolidate monthly forecasts for 13+ locations to support firm-wide financial planning.
Analyze trends and variances; proactively identify and notify CFO of risks and opportunities.
Assist in budgeting cycles and ongoing revenue/expense analysis.
Serve as the firm’s primary point of coordination for forecasting inputs from Operations, HR, Billing, and other departments, ensuring completeness and timeliness.
Extract and interpret data from core systems to generate actionable insights.
Support process improvement and automation initiatives, including Power BI implementation.
Build and maintain data workflows that enhance visibility and decision-making.
Continuously enhance forecasting tools, models, and automation pipelines to reduce manual effort and increase forecasting accuracy.
Partner with Operations, HR, Billing, and other departments to ensure accurate data inputs.
Participate in cross-departmental training and knowledge-sharing sessions.
Support internal controls and compliance-related tasks.
Prepare recurring and ad-hoc financial reports for leadership.
Complete special projects and analyses as assigned by the CFO.
Other duties as assigned.
Requirements
2–3 years of financial analysis experience in a mid- or large-size organization.
A Bachelor’s degree is required.
Comfortable working with multiple systems and large datasets.
Ability to work extended hours during peak financial cycles or special projects.
Demonstrated ability to manage recurring financial cycles independently and ensure deadline-driven deliverables without extensive oversight.
Advanced proficiency in Microsoft Excel and familiarity with Microsoft Suite (Word, PowerPoint).
Experience with Power BI strongly preferred.
Ability to build, maintain, and troubleshoot forecasting models, templates, and data workflows.
Strong analytical mindset with ownership mentality.
Detail-oriented, dependable, and adaptable in a fast-paced environment.
Excellent communication skills; able to interact professionally with all levels of personnel, including management and support staff.
Ability to manage multiple priorities and work under minimal supervision.
Proactive self-starter who understands details within a larger context.
Demonstrated reliability and ability to learn new technology quickly.
Excellent client service skills; organized and able to handle multiple matters simultaneously.
Flexibility to respond quickly and positively to shifting demands and deadlines.
Benefits
Comprehensive benefits package includes health insurance
HSA/FSA options
Short-term and long-term disability
Dental and vision care
Life insurance
401(k)
Vacation
Sick time
Access to an employee assistance program
Additional voluntary benefits include accident insurance, life insurance, disability insurance, critical illness insurance, long-term care insurance, and pet insurance.
Commuter and transit benefits may be available in some locations.
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