Financial Analyst

Job Description

Job Description

Financial Analyst

Wheeler Trigg O’Donnell (“WTO”) was established in 1998 and currently numbers more than 120 attorneys. The firm represents sophisticated clients in high-stakes civil trials, appeals, and related litigation ranging from complex commercial to class actions to catastrophic torts. WTO lawyers have taken more than 1,100 trials and, arbitrations to verdict or award and hundreds of appeals to opinion in 45 states and Washington D.C., with exceptional results for our clients

Summary/Objective:

This is a hands-on position that works closely with both internal and external clients to ensure accurate and timely financial analysis, planning, and reporting. This position will also handle some billing and collections activities from initial matter intake through final billing.

Responsibilities

The essential duties and responsibilities listed below are intended only as illustrations of various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to be completed by the position.

Financial Analyst Duties

• Produce and prepare Firm monthly, quarterly and annual financial reports
• Provide analysis, commentary and distribute reports to management
• Assist in the preparation of the Firm’s annual budget and quarterly forecasts
• Provide regular and ad-hoc financial reports to senior management, highlighting key performance indicators and offering actionable insights.
• Develop integrated revenue/expense analyses, projections, reports, and presentations;
• Provide analysis and insight to Practice Leaders and Directors to support their decision with regards to budgeting, forecasting and expense management
• Prepare, model and analyze various fee or pricing options as requested
• Assist in the preparation of new business proposals, RFPs and profitability analysis
• Special projects may include assisting with heightened or escalated month-end needs and testing of new software features.
• Review initial matter intake requests and confirm accuracy of data entered through intake workflow. Review to include client billing guidelines and summarizing those guidelines into billing notes.
• Generate, launch and monitor status of prebills through the Aderant Expert Billing workflow.
• Process and finalize bill edits as directed by the billing attorney or their secretary.
• Communicate with internal and external clients. Answer client inquiries via phone and email. Keep appropriate documentation by logging conversations, e-mails and other communications.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Qualifications

• Knowledge of accounting principles and practices as normally acquired through an Associate’s degree in Accounting or closely related field, or equivalent combination of training and experience is required. (4 Year college degree preferred)
• Demonstrated proficiency with Microsoft Suite, to include Excel and the ability to prepare ad hoc reports and requests as needed.
• Must have strong technology skills and particularly strong skills in a service-oriented office environment. Experience with Aderant or other legal billing software a plus.

Work Environment

The team atmosphere is fostered not only by the lawyers, but by all members of the support staff. Our firm’s employees are proud of collaborating to service firm clients. Our commitment to teamwork allows us to tap multiple fields of experience from our range of practice areas, ensuring our ability to meet each client’s individual needs. Our team approach enables us to analyze a situation from several points of view until we uncover the advantage that makes the difference for our client.

Position Type/Expected Hours of Work

This is a full-time exempt position working from our Denver office. Regular hours are Monday through Friday, 8:00 a.m. to 5:00 p.m.

Travel

Travel is limited and primarily local during the business day.

Salary Range: $80,000 - $105,000 annually. The final salary will be commensurate with education and experience. Additionally, the firm provides standard benefits including health insurance, 401(k) contribution, and paid time off, with annual bonus potential based on firm performance.

Colorado Residents: Please do not respond to any questions in this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information.

An Equal Opportunity Employer
We are an Equal Opportunity Employer (EOE) that values and respects the importance of a diverse and inclusive workforce. The firm’s policy is to recruit, hire, train, and promote persons in all job titles without regard to race, ethnicity, religion, sex, age, veteran status, disability, sexual orientation, or gender identity. We recognize that diversity and inclusion are driving forces in the success of our firm and help our trial teams deliver superior client service informed by diverse viewpoints. We give equal opportunity to all qualified applicants, and we always use job-related factors to make selection decisions.