Financial Analyst

Posted on 18 August 25 by Craig Bettencourt

  • Boston, MA
  • $ - $
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Job Description

Our client is seeking a Financial Analyst to provide financial modeling and analysis of key performance metrics in a professional services environment. The Financial Analyst should understand general accounting principals, possess strong analytical skills, explain complex data concisely, produce timely and accurate results, and identify and implement process improvements. Integral to this role is an expert understanding of Microsoft Excel and report-writer tools and their application to produce accurate, timely, and relevant information for decision-making. The Financial Analyst will be visible within the firm, interacting with attorneys, senior managers, and staff. An assertive mindset combined with an ability to work autonomously is essential to this role.

ESSENTIAL RESPONSIBILITIES AND QUALIFICATIONS:
Job Responsibilities:

  • In-depth analysis, reporting, and communication of the firm’s key metrics
  • Revenue modeling support to produce annual budget and quarterly forecasts
  • Develop standard financials and support requests for analysis, including insightful presentation to senior management
  • Lead annual and quarterly industry survey submissions, consolidating firm data from various departments, synthesizing results, and presenting key findings to senior leadership
  • Assist with development and transition of reports to PowerBI and Anaplan
  • Other duties as assigned

Qualifications include:

  • Bachelor’s degree in accounting/finance
  • 3-5 years of finance/accounting experience including financial modeling, forecasting and budgeting, general business analysis
  • Proven analytical skills and ability to work with large amounts of data
  • Self-motivated, problem-solving skills, ability to prioritize responsibilities to meet key deadlines
  • Strong oral and written communication skills to senior management level
  • Expert Excel skills, knowledge/experience of data warehouse environment and financial reporting tools
  • Helpful: Anaplan; PowerBI; Aderant Financial Software; SQL; professional services environment

This job description is intended to be general and may evolve over time. It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties.

Job Information

Rate / Salary

$ - $

Sector

Not Specified

Category

Not Specified

Skills / Experience

Not Specified

Benefits

Not Specified

Our Reference

JOB-20206

Job Location