Financial Analyst III / Management Report Analysis

New York, NY

Reports to: Supervisor of Management Reporting and Analysis 

Summary

As a senior analyst in the Management Reporting & Analysis team, this position leads the development of analysis used by firm management and partners to more effectively and efficiently manage the business.  Through superior knowledge of Excel and PowerPoint, this position is able to assemble concise and clear analyses and present in a format consistent with firm standards.  It is the expectation of that a person in the position will develop a strong understanding of the intricacies of the legal environment, including key drivers, market conditions, business trends, etc., in order to perform complex profitability analysis to help uncover potential opportunities or risks.  In addition, this position performs senior level reviews of reporting and analyses performed by more junior analysts on the team.  Also, a person in this position often leads projects related to the continued development of reporting capability through our proprietary financial systems.

Essential Duties / Responsibilities

• Develop analyses (e.g., forecasts, break-even analysis) for the practice group/office, utilizing detailed information and understanding the intricacies involved as to what is driving the business
• Develop PowerPoint presentations for various partner meetings as well as monthly presentations for the Executive Group on performance on key metrics in the firm.  Develop creative and innovative ways of illustrating new ideas and strategies to the audience
• Create and manipulate complex financial models in MS Excel.  Ensure accuracy of model and develop solid assumptions.  Develop concise output of model in a format that is clear to management.  Provide conclusions or recommendations to management from the data analyzed
• Perform senior level review of all reports and analysis.  Develop specific conclusions based on these results.  Act as a team leader and mentor to more junior staff
• Maintain client profitability model and analyses – includes collecting, synthesizing and analyzing information.  In conjunction with the partners in the practice group/office, work to determine which clients are profitable vs. those, which are not, and why.  Also includes presenting information in an effective and relevant manner in order to maximize its impact
• Perform such other responsibilities as may be assigned from time to time. 

Knowledge, Skills and Abilities (KSA’s)

• Superior analytical skills
• Ability to comprehend complex business issues and practices
• Excellent Excel, PowerPoint and Word skills
• Superior written and verbal communication skills
• Ability to employ excellent time management practices
• Ability to work with all levels of the organization
• Ingenuity, Creativity
• Detailed Financial Modeling skills
• Expertise in Excel functions, such as V/H Lookup formulas, Pivot Tables, Linking, If/Or Statements, consolidation function, arrays, etc.
• Excellent ability to multi-task 

Education & Experience

• Bachelor’s in Business (e.g. Accounting, Finance or Economics)
• 6-8 years of financial analysis experience in a corporate environment
• Proven ability for complex modeling

Ability to work extended hours (after 5:30 p.m.). Potentially a couple of weekends at the beginning of the year.