Financial Systems Analyst

About the Role

Join a tight-knit firm that values the person beyond the lawyer or professional. In addition to structured integration efforts, you will find mentorship, professional development, and internal referrals happen organically. This role is ideal for someone who wants to be part of a collaborative team providing sophisticated legal services while giving back to the community.

This exempt administrative position reports to the Financial Systems Manager and is based in our Charlotte, NC office. Hybrid work arrangements may be available after an initial period of employment. Occasional after-hours and weekend support may be required for system maintenance or urgent data requests.

Responsibilities

• Gather and analyze financial data to help management resolve issues and make decisions.
• Respond to reporting and inquiry requests for all firm departments.
• Develop custom analytics using tools such as T-SQL, SQL Server Reporting Services (SSRS), iManage, Microsoft Power BI, Excel, and Elite products (3E, Workspace, Paperless Proforma, Image Connect).
• Assist in month-end financial balancing and reporting, prepare profit/cost rate models, and respond to financial survey data requests.
• Maintain attorney credit assignments for clients and matters.
• Assist the billing department with implementation and reporting on rate setups and increases.
• Partner with IT to maintain and ensure the functionality of financial systems applications.
• Oversee system security by authorizing user access through design and/or modification of security profiles.
• Serve as a subject matter expert for financial systems and provide technical/application support to users.
• Coordinate and provide end-user training as necessary.
• Maintain up-to-date system/process documentation and procedural guidelines.
• Participate in project teams for system enhancements, customizations, upgrades, and new system evaluations/implementations.
• Identify and recommend improvements for financial reporting, data analytics, and processes to enhance operational effectiveness.
• Manage vendor, service provider, or consultant relationships as assigned.
• Collaborate to maintain systems, resolve support incidents, and complete projects.
• Act as a liaison for accounting sub-departments.
• Maintain user master files for hires, departures, and periodic changes, updating setups for internal movement.
• Adhere to all firm policies, procedures, standards, and guidelines.
• Perform other duties as assigned by management.

Requirements

• Minimum of two years of professional experience in a finance role or related discipline.
• Bachelor’s degree in finance, accounting, computer science, mathematics, or a related field, or an equivalent combination of education and job experience.
• Strong proficiency with business intelligence systems and reporting software; T-SQL, SQL Server Reporting Services (SSRS), and Microsoft Power BI preferred.
• Expertise with billing, timekeeping, and expense report systems preferred.
• Knowledge of structured query language (SQL) and in-depth knowledge of financial, time entry, budgeting, and cost recovery applications.
• Experience working in a law firm or professional services firm preferred.
• Substantial analytical, evaluative, statistical examination, data mining/collection, and problem-solving skills.
• Excellent project management skills and demonstrated ability to organize, prioritize, and meet deadlines.
• Attention to detail, accuracy, and confidentiality.
• Exceptional interpersonal and customer service skills; ability to develop and maintain effective working relationships with employees, attorneys, clients, vendors, and the public.
• Highly self-motivated and self-directed; works independently with minimal supervision.
• Ability to overcome obstacles, recognize when to escalate issues, and provide guidance or cross-training to others.
• Proficiency in Microsoft Office Suite, including advanced spreadsheet creation and utilization, as well as accounting system applications.
• Strong skills in business and technical requirements analysis, business process modeling/mapping, methodology development, and data mapping.
• Ability to communicate ideas clearly and concisely, both verbally and in writing, to technical and non-technical personnel.
• Familiarity with generally accepted accounting principles (GAAP) and company accounting policies, procedures, and standards.
• Occasional travel may be required.