Financial Analyst providing financial insights, forecasting, and data-driven recommendations for a multi-location family law firm. Essential for strategic decision-making and ensuring operational efficiency.
Responsibilities
Provide financial insights, forecasting, and data-driven recommendations to support strategic decision-making across a multi-location law firm
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
Head of Commercial Finance providing strategic financial leadership across complex initiatives. Leading business growth and operational efficiency in Latin America.
Team Lead overseeing financial reporting for mutual funds and insurance products at Ameriprise India LLP. Supervising team performance and ensuring regulatory compliance in reporting processes.
Financial Advisor Associate working with seasoned financial advisors at Ameriprise Financial to develop client relationships and assist in financial planning. Focused on acquiring necessary licenses and delivering exceptional service.
Biotech Analyst responsible for public equity coverage and due diligence in the healthcare fund at Columbia Threadneedle Investments. Generating investment recommendations and maintaining research databases.
Financial Accountant managing Income Statement and Balance Sheet at SafetyCulture. Involved in process improvement projects and supporting business growth decisions.
IT Lead focused on lifecycle management and technological modernization in financial services. Act as a bridge between business areas and technical teams for critical applications.
Project Finance Analyst at IQVIA supporting multi - country, multi - service projects to maximize profitability and cash flow. Analyzing financials, monitoring compliance reports, and preparing project budgets.
Senior Financial Analyst at CHEP preparing and analyzing financial results with a focus on strategic business improvement. Collaborating cross - functionally to deliver insights for financial decision - making.
Collections Officer managing debtor accounts and supporting overdue collections at Scania Finance Australia. Coordinate asset recovery and resale processes ensuring compliance with company policies.
Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.