Sr. Financial Analyst for reputable and growing Professional Services Firm
Vertical Careers, Inc.
Sr. Financial Analyst
Our client is a reputable regional Professional Services Firm based in Downtown Los Angeles and they're seeking a dynamic and growth oriented Sr. Financial Analyst to join their accomplished corporate Finance Team. They are on a hybrid work schedule with 1-2 days onsite.
The Sr. 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 include:
- Working closely with attorneys to respond to complex budget and pricing structure requests.
- Defining scope and developing task-based budgets and forecasts.
- Assessing and recommending alternate pricing proposals.
- Preparing risk and reward analyses and win and win analyses.
- Overseeing all matter budget management for large clients and interacting with clients.
- Providing attorneys and other department heads with relevant data to help them manage client expectations on legal spending and business development efforts.
- Creating and publishing budget to actual reports and packages.
- Creating and optimizing dashboards and ad-hoc reports as requested by attorneys and department heads.
- Providing customized modeling, performance, and benchmarking analyses.
- Defining a pricing framework for specific litigation tasks or phases.
- Defining approach, analyzing and interpreting comparable matter data, and correcting for anomalies.
- Testing hypotheses, refining metrics, and increasing the number of exemplars for future use.
- Determining causes of data quality problems and recommending improvements.
- Approving AFA-related bills and billings' responses to client requests that might have more client or attorney sensitivities.
- Other projects/initiatives as assigned (e.g. determining causes of data quality issues and recommending improvements, assisting in documenting processes and participating 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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