Financial Analyst
1 day ago
Insight Global is seeking a highly skilled Financial Analyst to join our team in Dallas, Philadelphia, or NYC offices.
The Financial Analyst will support the Innovation and Value Department by creating, tracking, and reporting on alternative fee arrangements and matter budgets.
The ideal candidate will have a strong background in budgeting and financial analysis, with experience in using data visualization tools such as Tableau or Power BI.
The Financial Analyst will collaborate with the pricing team, client relationship attorneys, and other attorneys to ensure that the budgets align with firm expectations and provide recommendations if arrangements exceed agreed upon scope.
The Financial Analyst will also support the firm's matter management tools and collaborate with Legal Project Manager(s) in the development of best practices in project management.
Key Responsibilities:
- Collaborate with attorneys and clients to track legal budgets, including but not limited to tracking actions, timelines, deliverables, assumptions, and escalating activities when there are changes in scope or status.
- Provide options for resolution and course correction on matters that begin to diverge from initial expectations.
- Work with attorneys and clients to define requirements and develop custom budget reporting.
- Prepare and manage financial and client status reports, as required.
- Collaborate to automate the firm's legal project management workflow and task/phase code groupings, including the creation of dashboards to create and update matter budgets, view matter status reports, and search historical data for future matter planning.
- Assist in the development and proliferation of best practices, tools, budget templates, and reference materials across the firm's client portfolio.
- Support effective communication strategies on projects/matters that foster a collaborative approach between project workstreams, including between our lawyers and our clients.
- Support post-project review and post-mortem assessments and recommend process improvements as appropriate.
Requirements:
- Minimum 2 years of experience in budgeting at a law firm.
- Experience in using data visualization tools (e.g., Tableau or Power BI).
- Strong technical skills, including advanced Excel skills (including use of vertical and horizontal lookups, macros, pivot tables, and modeling) and a high level of proficiency in Word and PowerPoint required.
- Bachelor's degree in accounting, finance, management, or other related business function.
Benefits:
- Medical, dental, and vision insurance.
- HSA, FSA, and DCFSA account options.
- 401k retirement account access with employer matching.
- Paid sick leave and/or other paid time off as provided by applicable law.
Insight Global is an equal opportunity/affirmative action employer that believes everyone matters. We are committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.
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