Financial / Client Reporting Analyst

Roseland, NJ

Summary

This role will support firm leadership, and be responsible for gathering, analyzing and presenting financial information. The individual will also develop ad-hoc financial analyses and reports that aid in evaluating business performance and opportunities which support the strategic goals of the firm. 

Essential Job Requirements

  • Participate, develop and assist in preparation of monthly executive level financial reporting, presentations, graphs and analysis (examples include: Net Investment Report, Admissions Committee data package, Board Package, Diversity reporting, market survey analysis).
  • Assist with the daily and monthly reporting of client, practice and firm results to individual partners and other internal stakeholders of the Firm.
  • Timely completion of month-end deliverables, including practice area information.
  • Prepare ad-hoc revenue analyses, including billing and payment reporting, client and matter realization statistics, rate modeling and timekeeper analyses.
  • Generate analysis and pricing models in support of existing and prospective client relationships.
  • Support pricing function by preparing detailed client/matter models and analyses.
  • Maintain and monitor client/matter budget alerts for compliance with Alternative Fee Arrangements (AFA’s) and project tracking.
  • Assist as needed in firm’s efforts in legal project management and reporting.
  • Contribute to continuous process improvements in reporting, client/matter reporting and planning, and budgeting activities through automation and system enhancements.
  • Ad-hoc projects related to improving overall business profitability and/or cash flow.
  • Other duties and projects as requested. 

Skills, Knowledge, and Abilities

  • 3-5 years of experience in Finance or Accounting required, preferably in a professional services environment or a recent college graduate with Bachelor’s degree in quantitative field.
  • Bachelor’s degree in quantitative field including but not limited to finance, accounting, mathematics, and computer science or commensurate years of experience working in a finance functions (i.e. FP&A).
  • Demonstrated experience working in a team environment and independently
  • Proficient in Excel (pivot tables and advanced functions) and PowerPoint.
  • Comfortable with large data sets.
  • Ability to see the big picture and communicate analyses and findings to management.
  • Ability to maintain professional relationships with all levels of firm personnel.
  • Solid written and verbal communication skills.
  • Solid organizational abilities and attention to detail.
  • Desire to learn and take initiative, not afraid to challenge status quo.
  • Ability to work as an integral member of the Finance Department Team.

 

 

Job Type: Full-time

Salary: $82,000.00-$95,000.00, dependent on experience

Date Active: 12.1.2022

Exempt/Not Exempt: Exempt

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