Position Overview
This position is responsible for the preparation, analysis and dissemination of monthly managerial reporting. Incumbent(s) compiles data for annual budgeting and periodic forecasting and takes a lead role financial analysis of special projects.
Primary Duties and Responsibilities
- Prepares monthly managerial reports and quarterly presentations for practice groups and departments.
- Creates efficient and effective operating and management reports using data sources and analytical tools.
- Prepares analysis, written narratives and highlights on financial results by conducting variance analysis on actual versus budget and historical comparisons.
- Analyzes financial data, draws conclusions and presents recommendation on decisions and actions.
- Analyzes and reports on key drivers of firm performance.
- Prepares practice group and client profitability analysis and develops recommendations for improvement opportunities.
- Supports practice groups with ad hoc analysis requests. Ensures data and reports supporting ad-hoc analyses produced are accurate and delivered on time.
- Assists junior analysts with use of tools and analytical methods.
- Assists in the annual budget and periodic forecast processes, including working with practice groups in collecting and analyzing planning data.
- Develops and communicates narratives and conclusions to the practice groups and FP&A Director.
- Coordinates budgeting and forecasting methodologies across analyst team.
- Prepares lateral and office pro-forma financials.
- Creates financial models for forecasting, planning and decision support.
Secondary
- Coordinates testing of financial systems and reporting products created or used by the department.
- Maintains relationships with other departments to obtain uniform data.
- Performs other duties as assigned.
Working Conditions
- Job is performed in a typical office environment, but is subject to time pressures and constraints, and is often dependent on input from others.
- Long hours are required periodically.
Minimum Qualification
Education\:
- Bachelor’s degree in finance or accounting. MBA a plus.
Experience\:
- At least five years of relevant experience in accounting, financial reporting or planning.
Special Knowledge:
- Ability to demonstrate a thorough understanding and application of law firm economics and modeling. Knowledge of finance and accounting principles.
Technical Skills\:
- PC familiarity with a proficient understanding of Microsoft Office, especially Excel, Word and PowerPoint. Knowledge of OLAP tools such as Panorama or Business Objects Web Intelligence is required.
Attributes\:
- Ability to review, understand and analyze data as well as compile the results of analysis into clear reports.
- Demonstrated ability to communicate effectively verbally and in writing to all levels of the organization.
- Ability to manage time and multiple projects simultaneously.
- Should be proactive and possess problem solving skills.
Qualifications\:
- Possess ability to work independently and in a team environment. Ability to lead groups working on projects.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by persons assigned to this job. They are not intended to be an exhaustive list of all duties, responsibilities, qualifications and skills required of personnel so classified. The firm reserves the right to revise or modify this job description at any time.