Financial Analyst

Key Responsibilities

• Partner with attorneys to develop pricing strategies and innovative fee arrangements that support client needs and firm profitability.
• Create detailed matter budgets and financial models for hourly and alternative fee arrangements, including fixed fees, capped fees, blended rates, collars, subscriptions, contingency arrangements, and portfolio pricing.
• Conduct sensitivity and scenario analyses to evaluate staffing mix, leverage, realization, margin, and profitability.
• Perform profitability and contribution-margin analyses at the matter, client, practice, and firm levels.
• Support pricing and budgeting components of RFP responses, client fee negotiations, and other business-development opportunities.
• Prepare and communicate monthly financial reports, including attorney productivity, key performance indicators, and client, practice, office, and firmwide analyses.
• Develop ad hoc analyses, reports, and presentations for senior management, attorneys, practice groups, and other internal stakeholders.
• Use business intelligence and data visualization tools to identify trends and translate complex information into actionable recommendations.
• Train attorneys on legal pricing best practices, matter-management techniques, and available business intelligence tools.
• Collaborate with Marketing to develop client budgets, rate structures, and alternative fee arrangements that maximize client value and firm profitability.
• Leverage generative AI tools, where appropriate, to enhance financial analysis, streamline reporting, support pricing scenarios, and improve data presentation.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum of two years of experience in legal pricing, financial planning and analysis, or a related financial-analysis role.
• Strong financial modeling, analytical, and problem-solving skills.
• Advanced Microsoft Excel skills, including pivot tables, advanced formulas, VLOOKUP/XLOOKUP, and dynamic modeling.
• Experience with business intelligence, report-writing, and data visualization tools preferred.
• Power BI experience, including interactive dashboard development, DAX measures, data modeling, and visualization of financial and operational data, preferred.
• Ability to communicate complex financial information clearly and effectively to attorneys, senior leaders, and other non-financial stakeholders.
• Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
• Exceptional judgment, professionalism, discretion, and ability to maintain confidentiality.
• A collaborative, client-service-focused approach and strong written and verbal communication skills.
• Flexibility to work additional hours as needed.