Legal Financial Planning Analyst

Job Description

Financial Planning & Analysis Analyst – 6-Month Temporary Assignment

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Trustpoint.One is pleased to partner with a leading national law firm in its search for a Financial Planning & Analysis (FP&A) Analyst for a six-month temporary assignment. This is an excellent opportunity for an experienced financial analyst to join a sophisticated law firm environment and support budgeting, financial reporting, pricing, profitability analysis, and other key FP&A initiatives.

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Locations: Washington, DC; Hartford, CT; or New York, NY

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Schedule: Hybrid – 3 days onsite / 2 days remote

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Hours: 35 hours per week, 9:00 AM–5:30 PM

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Duration: Approximately 6 months

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Pay Rate: $38–$50/hour, commensurate with experience

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Reports To: Manager of Financial Planning, Analysis & Pricing

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What You'll Do

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• Assist with firm, department, and client/matter budgeting, including monitoring performance, identifying variances, and providing analysis.
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• Support the annual budgeting cycle, including data preparation and consolidation.
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• Perform ad hoc financial analysis related to pricing and profitability of current and prospective clients.
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• Develop financial reports, dashboards, and reporting models that provide insight into firm and client/matter performance.
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• Analyze financial and operational datasets, identify trends, and translate data into meaningful business insights.
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• Support pricing and alternative fee arrangement inquiries from Finance and Operations leadership.
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• Work with legal finance, billing, cost management, and financial analysis systems.
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• Assist in developing streamlined financial processes and customized reporting.
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• Partner with senior Finance team members and department leadership to improve financial models, reporting, and overall efficiency.
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What We're Looking For

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• Bachelor’s degree in Business, Accounting, Finance, or a related field.
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• 3+ years of relevant financial analysis/FP&A experience.
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• Law firm or other professional services FP&A experience strongly preferred.
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• Experience with Elite, Aderant, or another ERP/time and billing system.
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• Advanced Excel skills are essential.
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• Familiarity with SQL queries and using data to support financial analysis.
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• Strong analytical skills with the ability to interpret data and communicate the story behind the numbers.
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• Excellent written and verbal communication skills.
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• Strong organizational skills and attention to detail.
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• Ability to work independently while collaborating effectively within a team and with department leadership.
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Candidates must be able to work onsite three days per week in Washington, DC, Hartford, CT, or New York City . Please note that parking is not provided or reimbursed. Background screening and professional references will be required prior to placement.

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Key Details

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Physical Requirements

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• Must be able to perform essential duties satisfactorily with reasonable accommodations

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• Work is generally performed sitting, talking, hearing, and typing

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• This is a high-volume screen-based role, requiring constant, prolonged computer usage, including but not limited to: reviewing documents, managing visual content, and attending virtual meetings

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• Visual acuity required for computer use, data analysis, and extended reading

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• Prolonged periods of sitting at a desk and working on a computer

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• Frequent use of hands and fingers for typing and document handling

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• Occasional standing, walking, bending, and reaching

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• Ability to lift and carry items weighing up to 30 pounds

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Remote Work & Information Security Requirements

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Employees in this role are expected to maintain a work environment that supports the protection of confidential, proprietary, and client-sensitive information, consistent with Company policies and applicable legal and regulatory requirements.

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To support these obligations, individuals in this role should be able to:

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• Maintain a secure and reliable internet connection capable of supporting required systems and applications

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• Utilize company-issued or approved technology, including compliance with required security tools (e.g., VPN, multi-factor authentication, endpoint protection)

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• Conduct work in a manner that protects the confidentiality of information, including taking reasonable steps to prevent unauthorized access, viewing, or disclosure of sensitive materials

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• Follow all applicable information security, data privacy, and acceptable use policies as communicated by the Company

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• Promptly report any suspected security incidents, breaches, or system vulnerabilities in accordance with Company protocols

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Workplace Monitoring & Data Use Notice

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To protect client and Company systems, data, and confidential information, Trustpoint may implement reasonable administrative, technical, and physical safeguards, which may include monitoring of Company-provided systems, devices, and networks, consistent with applicable law.

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In certain roles, individuals may perform work within client-controlled environments, including client systems, platforms, or physical worksites. In such cases, work activities may also be subject to the client’s applicable policies, procedures, and monitoring practices.

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Trustpoint does not control client monitoring practices but expects that any such practices will be conducted in accordance with applicable laws and contractual obligations. Additional information regarding applicable policies will be provided during the onboarding process or prior to assignment, as appropriate.

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Client Specific Requirements Notice

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Certain roles may be subject to additional client-specific screening, compliance, or credentialing requirements. Any such requirements will be communicated at the appropriate stage of the hiring process and will be administered in accordance with applicable federal, state, and local laws.

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Pay Transparency Notice

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Pursuant to applicable law, this position includes a good-faith salary or hourly range at the time of posting. The final compensation offered will be determined based on factors including, but not limited to, relevant experience, skills, education, geographic location, and business needs.

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Equal Employment Opportunity Statement

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Trustpoint provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type. Employment decisions are made without regard to any protected characteristic under applicable federal, state, or local law.