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Senior Financial Analyst
3 months ago
Ulmer & Berne LLPrecently announced that the firm will combine with Greensfelder Hemker & Gale PCto create UB Greensfelder, an Am Law 200, super-regional firm of 275 lawyers. You can learn more about the merger by clicking here.
Founded in 1908, Ulmer & Berne LLP operates six offices in the Midwest and one office in Florida. Ulmer & Berne serves a wide range of clients that include individuals, sole proprietorships, public and privately held companies, multinational corporations, financial institutions, public bodies and nonprofit organizations. As one of the largest law firms in the U.S., Ulmer & Berne provides excellence in client services on a regional, national, and international level.
We are currently seeking a Senior Financial Analyst in our Cleveland, OH office.
Position Overview
The Senior Financial Analyst is primarily responsible for analyzing financial information and making recommendations. As a key member of the Finance Team, the Senior Financial Analyst will be responsible for conducting routine and ad-hoc reporting, the annual budgeting process, general financial analysis, profitability analysis, attorney compensation committee support as well as reporting on metrics in support of practice area management. Also, may have various treasury related responsibilities and be involved with the annual tax and cash reporting activities.
Essential Functions
Support the annual financial planning process including drafting budgeting instructions, drafting plan assumptions, preparing draft plans and final plan documents and preparing monthly analysis of results versus plan.
Support the annual budgeting process by maintaining budgeting templates in the financial reporting software, preparing budgeting guidelines, providing support, reviewing draft budgets and proposing budget changes.
Support the legal practices by producing ad hoc and routine analysis of legal department, clients, geographic locations, and types of business for purposes of determining scope of business, growth and profitability.
Perform Practice Group analysis as well as work side by side with Practice Group leaders to help guide and instruct on financial results and give presentations to members.
Support the monthly close process of the firm's consolidated financial books and records.
Produce and audit reports on activity and other metrics to be included in the monthly financial reporting package.
Actively contribute to the creation and improvement of standard reporting of law firm metrics to be used by internal management for the purposes of managing their practice or function within the firm.
Support the annual determination of partner compensation and work directly with the Managing Partner and Compensation Committee.
Update, report and improve upon the Lawyer and Client profitability models
Support as needed various ad hoc projects and process improvement initiatives.
Qualifications
Bachelor's degree in Accounting or Finance with a minimum of 5 years ofexperience in financial reporting and analysis, or equivalent is required. Master's degree is a plus.Experience working in a law firm or service industry is strongly preferred.Must possess strong technical analysis skills and advanced Excel capabilities.Must have the ability to analyze financial data and prepare concise reports to assist management in understanding the variances and make risk assessments.
The ability to multi-task with minimum supervision is required. Knowledge of legal services financial reporting systems such as Aderant or Elite is preferred.
Knowledge, Skills, & Abilities
Strong financial analysis and modeling skills.
High level of integrity including an understanding of the need for confidentiality.
Able to provide strategic input, as well as hands-on assistance as needed to complete departmental responsibilities.
Excellent communication/presentation and interpersonal skills with ability to work successfully with key stakeholders.
Must be a team player and be open to feedback and criticism for the benefit of growth.
Ulmer & Berne offers an outstanding benefit package with includes: medical/dental, 401(k) with employer contribution, life insurance, short and long term disability plans, parentalleave, and a generous paid time off policy.
Interested candidates should submit a cover letter, resume, and salary requirements to the attention Human Resources at Ulmer & Berne LLP; 1660 West 2nd Street; Suite 1100; Cleveland, OH 44113 or via the firm's website at www.ulmer.com.
Equal Opportunity Employer
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