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Senior Financial Analyst
2 weeks ago
Our Client is a reputable regional Professional Services Firm based in Downtown Los Angeles and they're seeking an dynamic and growth oriented Sr. Financial Analyst to join their accomplished corporate Finance Team. They are on Hybrid Work Schedule with 1-2 days onsite.
Summary:
The Senior Financial Analyst position will play a key role in formulating pricing strategies and managing billing activity against client expectations in partnership with attorneys. This position will be responsible for creating budgets and forecasts as well as responding to competitive requests for proposals.
Responsibilities:
- Work closely with attorneys to respond to complex budget and pricing structure requests.
- Define scope and develop task-based budgets and forecasts
- Assess and recommend alternate pricing proposals
- Prepare risk and reward analyses and win and win analyses
- Oversee all matter budget management for large clients and interact with clients
- Provide attorneys and other department heads with relevant data to help them manage client expectations on legal spending and business development efforts.
- Create and publish budget to actual reports and packages
- Create and optimize dashboards and ad-hoc reports as requested by attorneys and department heads
- Provide customized modeling, performance, and benchmarking analyses
- Define a pricing framework for specific litigation tasks or phases
- Define approach, analyze and interpret comparable matter data, and correct for anomalies
- Test hypotheses, refine metrics, and increase the number of exemplars for future use
- Determine causes of data quality problems and recommend improvements
- Approve AFA-related bills and billings' responses to client requests that might have more client or attorney sensitivities
- Other projects/initiatives as assigned (e.g. determine causes of data quality issues and recommend improvements, assist in documenting processes and participate in process improvement initiatives).
- VoIP, web, and video applications
- Software systems, particularly: MS Office Suite (Word, Excel, PowerPoint, Outlook, Access, OneNote) SQL, SSRS, R, or Python
- Iridium BI, Budget Manager, 3E, and dashboard tools
Qualifications:
- Bachelor's Degree required. MBA or advanced degree preferred.
- Minimum 4 years of financial planning and analysis (FP&A) experience or related experience involving data analysis and substantial quantitative modeling and forecasting.
- Ability to communicate effectively with internal and external clients including attorneys, management, other staff, clients of the firm and, at times, vendors.
- Ability to effectively manage internal and external client expectations and build relationships.
- Ability to analyze current methods and processes, and propose alternatives in a way that builds decision-making consensus.
- Ability to organize and prioritize multiple assignments, using judgment and initiative to accomplish results.
- Produce accurate work while meeting time-sensitive deadlines.
- Ability to work independently and lead projects from inception to delivery with minimal management oversight.
- Advanced skills in MS Excel, MS Access, SQL, Word, and PowerPoint.
- Experience working with a financial or budgeting system.
- Prior law firm experience is helpful, but not required.
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