Senior Client Reporting Analyst

2 months ago


New York, United States Cleary Gottlieb Steen & Hamilton LLP Full time

Overview:

The Senior Client Reporting Analyst assists with the daily and monthly reporting of client, practice, industry and office results to individual partners and other internal stakeholders of the Firm. This analysis helps the Firm make informed business decisions and better respond to client requests for proposals, rate negotiations, and budget estimates. The Senior Analyst takes a more independent role within the group and focuses on complex pricing models, matter budgeting and tracking, and has increased direct interaction with partners.

Responsibilities:
  • Generate monthly client analysis and practice group reporting
  • Work collaboratively with Partners and the Business Development Team to prepare internal presentations and pitches for new or existing work
  • Ensure changes to Aderant structure are reflected in database rollups and coordinate with profitability software vendor
  • Model pricing scenarios in support of client rate negotiations
  • Read and interpret billing guidelines and model the profitability impact
  • Work with Billing Team to ensure negotiated rate cards are properly implemented
  • Assist with matter budgeting and client cost estimates
  • Suggest optimal staffing scenarios based on specific client rate agreements
  • Build and maintain Excel database of previous matters for budget estimate reference with qualitative and quantitative characteristics (i.e., IPO, Motion to Dismiss, etc.)
  • Prepare detailed MD&A style summaries of client results in support of regular partner client team meetings
  • Analyze profitability of unbilled time in advance of final client billing, as needed
  • Respond timely to analysis and information requests
  • Prepare pro-forma analysis and presentations for the Finance and Billing Committee and other firmwide committees
  • Actively participate in internal meetings to discuss monthly financial results
  • Special projects as needed
Qualifications:
  • 2-3 years of previous experience as a financial analyst
  • College Degree with a major in Accounting, Finance or Economics. Minimum GPA in major and overall 3.5, respectively
  • Strong Microsoft Excel and PowerPoint skills, including experience creating complex Excel models
  • Strong oral and written communication skills (please provide analytical writing sample, in addition to a standard cover letter)
  • Detail oriented with strong organizational skills. Must be able to manage multiple, competing deadlines and prioritize work correctly
  • Working knowledge of financial or reporting database structure. Experience using SQL or Power BI is a plus
  • Available for work on nights and weekends to meet deadlines and deliverables

The estimated base salary range for this position is $75,000 to $85,000 at the time of posting. The actual salary offered will depend on a variety of job-related factors, including skills, education, training, credentials, experience, scope and complexity of role responsibilities, geographic location, and performance. This role is non-exempt meaning that it is overtime pay eligible.

Cleary provides a comprehensive benefits package, including health care benefits. More information can be found here: Benefits

At Cleary Gottlieb, all members of our community deserve respect as individuals and appreciation for the contributions they make to our community. We champion diversity, equity, and inclusion, and creating equal opportunities to develop and succeed.



  • New York, New York, United States Cleary Gottlieb Steen & Hamilton LLP Full time

    Position Overview:The Senior Reporting Analyst plays a crucial role in the daily and monthly analysis of client, practice, industry, and office performance metrics for internal stakeholders. This analytical support is vital for the Firm to make informed strategic decisions and effectively address client inquiries regarding proposals, rate discussions, and...


  • New York, United States HSBC Full time

    Job description Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth and perspectives to...


  • New York, New York, United States HSBC Full time

    Job description Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a...


  • New Orleans, United States ExecRecruitment Full time

    Job DescriptionJob DescriptionExecRecruitment is a global professional services provider and contingency staffing company. Our main objective is to source top talent and support professional growth.One of our direct clients is actively seeking a Senior Data and Reporting Analyst to join their team.Job Title: Senior Data and Reporting AnalystLocation:...


  • New York, United States Vanguard Logistics Services Full time

    Global Financial/Treasury Analyst WHAT YOU'LL BE DOING In this position, you will support the Global Treasurer and the Global Controller in ensuring the integrity and accuracy of reports of Company’s financial results to senior management, regional management and the shareholder. The responsibilities will include but not be limited to assisting with...


  • New York, New York, United States Flagstar Bank Full time

    Position Title Senior Business Analyst - ECM Reporting & Insights Location Remote Job Summary Compensation Range: 84K - 140K The Senior Business Analyst for Reporting and Insights is integral to the effective management of critical business and technology initiatives within the Enterprise Change Management (ECM) and Enterprise Program Management Office...


  • New York, New York, United States Flagstar Bank Full time

    The Financial Reporting Analyst plays a crucial role in the preparation and analysis of financial data, report generation, and engaging with business leadership to discuss financial outcomes and projections. This position is integral to the financial reporting process, including actual results, forecasts, budgets, and performance assessments for designated...


  • New York, New York, United States Flagstar Bank, N.A. Full time

    Position Title:Senior Business Analyst - ECM Reporting & InsightsJob Summary:The Senior Business Analyst in ECM Reporting & Insights plays a crucial role in the effective execution of key business and technology initiatives within the Enterprise Change Management (ECM) and Enterprise Program Management Office (EPMO). This position is essential for supporting...

  • Reporting Analyst

    4 weeks ago


    New York, United States Dexian Full time

    Description:Role: Data Analyst/PMOLocation: New York, NY (Hybrid)Duration: 12 months (Possible extension/conversion)The Credit & Price Risk Control team directly supports Markets & Securities Services globally. Our goal is to establish and maintain a robust 1st Line of Defense control environment and culture to minimize operational risk within the business....


  • New York, New York, United States Oppenheimer & Co. Full time

    About Oppenheimer & Co. Inc.: Oppenheimer & Co. Inc. is a prominent middle-market investment banking firm and comprehensive broker-dealer. Established in 1881, the firm engages in a wide array of services within the financial sector, including retail securities brokerage, institutional trading, investment banking (covering both corporate and public finance),...


  • New York, United States Propel Recruitment LLC Full time

    Our client, an established and growing Family Office, is looking for a Corporate Senior FP&A Analyst to join their team. This is a newly created position, and the Senior Analyst will be a key financial member within the organization with multi-faceted responsibilities including: Corporate FP&A Investment Portfolio Review / Investment Analysis Strategic...


  • New York, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Reporting Analyst, Banking, Private, Reporting, Analyst, Project Management

  • Senior Data Analyst

    3 months ago


    New York, United States Center for Alternative Full time

    Job DescriptionJob DescriptionJob Title: Senior Data Analyst   Job Summary:    CASES is a New York City non-profit organization at the forefront of alternative to incarceration programs and comprehensive services for criminal justice-involved populations. If you are passionate about emerging data reporting and analysis techniques and take pride in your...


  • New York, United States City of New York Full time

    Job Description TASK FORCE: Stimulus and FEMA Revenue Analysis UNIT: Revenue Accountability and Reporting JOB TITLE: One (1) Senior Analyst/ Supervising Analyst CONTROL CODE: BAW-24-04 SUMMARY: The Mayor's Office of Management and Budget (OMB) is the City government's chief financial agency. OMB's staff of analysts and experts assembles and oversees the...


  • New York, United States The Rockridge Group Full time

    Job DescriptionJob DescriptionJob title: Client Reporting AssociateDuration: 6 Months Contract To PermLocation: Onsite, Can be in Chicago or NYC (hybrid basis)Position Summary: Client X is seeking an exceptional candidate to join its Investment Management Operations function. Reporting to the Director of Client Reporting, the Client Reporting Associate is...


  • New York County, New York, United States Cint Full time

    Job OverviewThe OpportunityCint is on the lookout for a Collections Senior Analyst to enhance our vibrant Collections and Credit Control team. In this role, you will report directly to the Head of Collections and will be instrumental in assisting our global clientele across diverse regions in the efficient management of our Credit Control Department.As a...


  • New York County, New York, United States Foot Locker Full time

    Position Overview:This position offers the flexibility to operate in a hybrid work setting, allowing for remote work while maintaining a presence in the office for a minimum of three days each week. The typical in-office schedule includes midweek days.Foot Locker, Inc. is seeking a Senior Financial Analyst specializing in Corporate Reporting to become a...

  • Reporting Analyst

    2 months ago


    New York, United States City of New York Full time

    Job Description The Mayor's Office of Contract Services (MOCS) is a New York City oversight and service agency that manages procurement citywide, from planning and release of agency solicitations to payment of vendors. Annually, agencies procure billions in products and services from a diverse pool of vendors that represent various industries. MOCS therefore...


  • New York County, New York, United States Starcom Full time

    Position Overview:The Programmatic Campaign Senior Analyst is responsible for the strategic planning and execution of media campaigns for designated clients. This role encompasses both strategic insight generation and tactical implementation, requiring the Senior Analyst to independently derive actionable insights for their campaign portfolio while...

  • Senior Credit Analyst

    3 weeks ago


    New York, United States Delphi-US, LLC - Peacemakers in the Talent War Full time

    Job Title: Credit Analyst (Contract) - Job#5166 Location: Norristown, PA- Hybrid (preferred) Or remote The (Sr./Lead) Credit Analyst will provide support to the Credit Manager including preparing analyses on various credit issues, preparing tariff language and supporting regulatory filings, and representing client and making presentations at stakeholder...