Senior Financial Analyst (FP&A)
Coda Search│Staffing
Position Overview
We are seeking a Senior Financial Analyst for a dynamic, cross-functional role centered on financial reporting and analytics. In this position, you will evaluate financial performance, business trends, and strategic decisions, then translate your findings into clear insights for senior management. This role offers the opportunity to partner across the firm and play a key part in process improvement and workflow automation.
Key Responsibilities
- Create and generate financial reporting and analytics
- Evaluate financial performance, business trends, and strategic decisions
- Produce sophisticated financial analysis with insightful commentary that explains key variance drivers of performance
- Present financial insights to senior management
- Work cross-functionally to understand the firm's departments, practice areas, and clients
- Perform budgeting and forecasting, and analyze budget vs. actual results to identify variances
- Support the annual operating plan and long-range planning processes
- Conduct scenario and sensitivity analysis to support strategic planning and decision-making
- Build dashboards and financial models in Excel, and use data visualization tools such as Power BI
- Play a key role in process improvement initiatives and workflow automation
Qualifications
- 4+ years of experience in a Financial Analyst or FP&A role
- Experience in a large corporate or professional services industry, such as legal, financial services, technology, business consulting, or advisory
- Bachelor's degree in Finance, Accounting, Economics, or a similar field
- Experience using financial management systems
- Experience creating SQL queries and sourcing financial data preferred
- Experience with Aderant, Elite, or 3E preferred
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