- Primary Responsibilities:Support the Manager of Financial Planning & Analysis, as well as a variety of senior leaders such as Chief Operating Officer, Chief Legal Officer, Director of Revenue and Associates, Partners, Equity Partners, the Performance Management Committee, and the Executive Committee
- Prepare a variety of reporting and analyses for attorney and senior leadership review
- Manage all daily reporting by prioritizing and preparing ad-hoc requests, leveraging SQL, Excel and our Accounting System (Aderant)
- Analyze law firm data using the firm's software platforms, SQL and SSRS and prepare reports for Partners and firm leadership
- Analyze firm processes, budgets, software, and reports to find areas of improvement
- Assist Manager of FP&A with monthly analysis of expenses by providing budget-to-actual reports
- Prepare monthly financial reports such as income statement and expense trends for the partnership
- Assist Accounting Team with year end audit requests
- Demonstrate improvement in understanding of firm and legal business environment
- Demonstration of high work product will lead to additional opportunities and exposure
- Skills and Abilities:Excellent written and verbal communication. This position works closely with a variety of different departments from different offices, including senior leadership such as Chief Operating Officer, Chief Legal Officer and Senior Partners
- Basic knowledge of Word, Outlook, PowerPoint, and Excel is required; advanced understanding of excel statements such as "Sumif" and "Vlookup" preferred
- SQL knowledge preferred but not required
- Excellent attention to detail
- Curious, willing to learn by taking on new and different tasks and demonstrating value by adding thoughtful insight to discussions
- Be a team player
- Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
- 0 - 3 years' financial analysis and modeling experience
- Advanced knowledge of Excel
-
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Financial Analyst - Boston, United States - Planet Professional
Description
The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.
Financial Analyst
We seek a Financial Analyst to join our dynamic and diverse Finance team in our New York City or Boston office. We provide the perfect opportunity and culture for someone looking to take on responsibility, develop their skills, work hard and have fun in a professional, fast-paced environment.
Qualifications