Sr Financial Analyst, Strategic Finance

About the role

The Senior Financial Analyst, Strategic Finance will serve as a key resource on the Strategic Finance FP&A team, developing and enhancing profitability analysis, including revenue and margin budgets and forecasts. The individual will translate complex financial, operational, and staffing data into clear insights for leadership, lead recurring analysis, strengthen financial models and planning tools, and mentor financial analysts across the team. This role focuses on profitability, revenue/margin forecasts, annual budgeting, financial modeling, capacity planning, and analyst mentorship.

Location: New York, Short Hills, or Reston office with a hybrid work schedule.

Responsibilities

• Lead revenue and margin profitability analysis at the firm level and across vertical, practice group, office, client, matter, and timekeeper views, identifying margin improvement opportunities.
• Build, maintain, and enhance scalable financial models that integrate key revenue and expense drivers, support dynamic scenario planning, and enable detailed margin analysis.
• Lead the monthly revenue forecast process, including driver‑based modeling, risk/opportunity analysis, variance analysis, and run‑rate trend assessment.
• Lead modeling for the annual budget process, partnering with FP&A, practice management directors, and other stakeholders to create templates, gather inputs, validate assumptions, and develop integrated models.
• Develop capacity models to help leadership assess staffing levels, timekeeper productivity, lateral growth, practice demand, and resource allocation decisions.
• Prepare executive‑ready materials and recurring reporting that synthesize complex financial trends into concise narratives, key takeaways, and decision points for senior finance and business leaders.
• Contribute to finance transformation efforts, including design and adoption of AI‑enabled and automation‑based solutions.
• Identify and implement modeling enhancements, process improvements, automation opportunities, and documentation standards to improve forecast accuracy, repeatability, transparency, and speed.
• Support lateral investment analyses, market analytics, and other strategic finance workstreams through in‑depth analysis as needed.
• Perform ad‑hoc financial modeling, business case development, project support, and direct executive support as assigned.

Desired Skills

• Advanced financial modeling skills with ability to build, improve, audit, and explain complex models.
• Strong analytical, quantitative, and problem‑solving abilities; synthesize complex data into concise business insights.
• Advanced proficiency in Microsoft Excel (forecasting, dashboarding, data visualization, planning tools).
• Excellent written and verbal communication; create executive‑ready materials and tailor messaging to diverse audiences.
• Ability to manage multiple priorities, work independently, meet deadlines, and thrive in a fast‑paced environment.
• Collaborative, growth‑oriented mindset; capable mentor for analysts and builder of trusted relationships across finance and business teams.
• Preferred experience in professional services, legal, consulting, or similarly complex environments.
• Experience mentoring or serving as a technical resource to other financial analysts.
• Experience with investment analysis, profitability modeling, private equity, venture capital, or business case development.
• Experience with ROI, pricing economics, or partner/timekeeper productivity analysis.
• Experience developing capacity, staffing, leverage, or demand models for resource planning.
• Ability to create and update Power BI dashboards.
• Strong organizational and project management skills for recurring deliverables and high‑priority ad‑hoc work.
• Sound professional judgment and discretion handling sensitive financial, market, personnel, and business information.
• Familiarity with SQL, Python, Microsoft Copilot Studio, Claude, or similar analytics and automation platforms is a plus.
• Up to 10% travel, including visits to Reston, VA; Short Hills, NJ; and New York City offices.

Minimum Education

• Bachelor’s Degree in Finance, Accounting, Statistics, Business Administration, Economics, Data Science, Computer Science, or a related field.
• Preferred: Master’s degree in Business Administration, Finance, or related field.
• Certificates: CFA preferred.

Minimum Years of Experience

5 years of experience in FP&A, corporate finance, strategic finance, financial analysis, or business analytics, ideally with experience in revenue, margin, profitability, capacity, or driver‑based forecasting.

Essential Job Expectations

• Effectively communicate verbally and in writing with clients, lawyers, business professionals, and third parties.
• Produce deliverables, answer phone calls, and reply to correspondence efficiently and responsively.
• Provide timely, accurate, and high‑quality work product.
• Successfully meet deadlines and perform work duties as required.
• Foster positive work relationships.
• Comply with all firm policies and practices.
• Engage in both physical and sedentary activity, including extended computer work, virtual conference calls, and meetings as needed.
• Ability to work under pressure and manage competing demands in a fast‑paced environment.
• Perform all other duties, tasks, or projects as assigned.

Physical Demands

Sedentary work with occasional exertion of up to 10 pounds; primarily sitting with occasional walking or standing.

Work Environment

Hybrid work arrangement comprising remote and in‑office work, determined in coordination with the hiring manager and subject to future modification.

Compensation

Expected hiring range: $98,990 – $137,126 per year, dependent on geographic market location, experience, skills, education, and overall qualifications.

Benefits

• Medical, dental, and vision insurance.
• 401(k) retirement plan.

Schedule

Hybrid work schedule with up to 10% travel as needed.