Financial Reporting and Budget Manager

Baltimore, MD; Boston, MA; Chesterbrook, PA; Chicago, IL; Fort Lauderdale, FL; Harrisburg, PA; Miami, FL; Minneapolis, MN; New York, NY; Newark, NJ; Philadelphia, PA; Pittsburgh, PA; Princeton, NJ; Washington, DC, West Palm Beach, FL; or Wilmington, DE


The Financial Reporting and Budget Manager is responsible for the preparation of monthly financial statements including the income statement, cash flow and balance sheet. This position will have primary responsibility for the development of the annual expense budget and the annual cash flow budget. Will work closely with the Controller as well as others in the Accounting Department to review, monitor and approve various transactions and reports – such as journal entries, general ledger reconciliations and bank reconciliations. Responsible for the monthly actual versus budget variance analysis of expenses. Exposure to the firm’s client ledger will be gained by handling the Trust activity for the Pennsylvania offices of the firm. Create specialized reports as needed.


  • Run Monthly Income Statement.
  • Analyze actual versus budget variances for expenses.
  • Prepare Monthly Cash Flow Statement.
  • Prepare Monthly Balance Sheet.
  • Investigate GL balances in Balance Sheet, as needed.
  • Responsible for developing annual Expense Budget
  • Responsible for developing annual Cash Flow Budget.
  • Review, approve and monitor progress on monthly bank reconciliations.
  • Assist Accounting Department with banking transactions, as needed.
  • Review and approve monthly general ledger reconciliations prepared by Staff Accountants.
  • Handle all Trust/Escrow activity for the Pennsylvania offices.
  • Assist with preparation of annual law firm surveys.
  • Approve journal entries for daily transactions such as wire transfers.
  • Assist in preparation of spreadsheets for tax accountants for filing of partnership taxes.
  • Initiate or approve wire transfers from PNC and Wells Fargo bank accounts.
  • Create ad hoc reports.
  • Perform all other duties that may be assigned.


  • Individual in this position will provide additional assistance and support as directed by their
  • Job may require occasional travel to the Firm’s other offices and for external events.
  • Overtime will be required at certain times of the year.
  • This job description is subject to change at any time.


  • Bachelor’s degree (required) in Accounting; Master’s degree or CPA preferred
    • public accounting experience a plus
  • 7+ years’ work experience required within law firm or professional services
  • Proficient with MS Office software and accounting software;
  • Exceptional verbal and written communication skills;
  • Critical thinking ability and a track record of solving problems and driving projects to completion;
  • Ability to communicate succinctly and anticipate/resolve issues on a proactive basis;
  • Maintain strong understanding of Firm policy and procedures;
  • Aptitude to be detail-oriented, yet flexible, in a dynamic environment with a focus on meeting
  • Excellent collaborative skills to work in partnership with colleagues across various departments;
    and strong work ethic with the highest degree of honesty, integrity and discretion.

Physical Demands

Work is performed in a professional office environment and requires the following during the work day:

  • Must be able to remain in a stationary position for long periods of time (working at a computer).
  • Repetitive movement (i.e. heavy computer/keyboard use).
  • Individual will interact regularly with others verbally, in-person, and via written communication.
  • May require occasional light lifting (files, copy paper, etc.).


The pay for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors. The anticipated pay range for this role is $120,000 – $140,000 annually.




Job Type: Full-time, Hybrid

Salary: $120,000 - $140,000

Date Active: 4.10.2024

Exempt/Not Exempt: Exempt

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