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Financial Analyst
3 months ago
Phelps Dunbar is an AmLaw 200 full-service law firm. The Financial Analyst is responsible for the preparation of the monthly revenue management reports and budget variance analyses across several key performance indicators. This position also assists in the preparation and maintenance of the annual firm revenue budget and forecast, profitability analyses of clients and timekeepers and other routine and special reports for distribution as needed. The Financial Analyst regularly interacts directly with senior management and partners and is expected to uphold all firm policies and procedures and represent the department with a professional and positive manner.
Essential Duties and Responsibilities:
- Proactive analysis of production, profitability and overall financial performance on a monthly and quarterly basis
- Generate and distribute standard and custom reports for Firm management and partners to track WIP, AR, billings, and other statistics including, client, matter and timekeeper profitability, cross-selling, historical trending, top clients, etc
- Provide support for the annual revenue budget and forecasting process for the practice groups, including timekeeper rate setting, headcount analysis, billing realization review
- Assist with pricing models that are mutually beneficial for the Firm and clients
- Review rate exceptions and discounts for all clients and matters and work with Billing Partners to update as needed
- Generate routine and complex raw data via SQL for distribution as needed by other internal departments for trending, prospective client RFP's, etc
- Responsible for timekeeper management, including new timekeeper requests, rate review, and access to time entry
- Assist with implementation of firm wide initiatives and upgrades
- Other duties as assigned by Director
Education and Experience Required:
- Bachelor's degree in finance or accounting
- Minimum of 1 year experience in a financial analysis role in a professional environment; law firm preferred
- Excellent interpersonal and team working skills, including the ability to work with all levels within an organization
- Able to critically think through issues, and articulate thoughts and concepts adeptly
- Ability to see an issue through from start to finish, while organizing work flow and using time efficiently
- Ability to anticipate work needs and follow through with minimum direction, follow up on own initiative
- Exceptional attention to detail, determination, self-motivation and resolve
- Advanced knowledge of MS Excel, Access and PowerPoint
- Experience with Elite 3E, SQL and Power BI preferred
- Performance is measured by the employee's knowledge, dependability, technical skills, aptitude to produce standard and custom reports timely and accurately that are actionable.
- Proactive in quickly resolving issues and improving processes.
- Ability to take ownership of projects and complete with minimum direction.
