Senior Financial Reporting Analyst

Job Description

Financial Reporting Analyst / Senior Financial Reporting Analyst

Location: New York, NY

Compensation: $100,000 – $155,000

• Financial Reporting Analyst: $100,000 – $125,000
• Senior Financial Reporting Analyst: $125,000 – $155,000

Employment Type: Full-Time | Exempt

Reports To: Chief Financial Officer

Plona Partners is representing a highly regarded law firm seeking an experienced Financial Reporting Analyst / Senior Financial Reporting Analyst to join its Finance department. This position will play an important role in developing, maintaining, and enhancing the firm's financial and operational reporting capabilities. The successful candidate will work closely with Finance, Accounting, Billing, and IT to improve reporting accuracy, streamline processes, and deliver meaningful financial insights to firm leadership. The ideal candidate will bring strong law firm financial reporting experience, advanced Excel proficiency, and familiarity with legal financial systems such as Elite 3E, Aderant, or Iridium BI.

The firm is open to candidates at both the Analyst and Senior Analyst levels, with title and compensation determined by experience and technical capabilities.

Key Responsibilities

Financial & Operational Reporting

• Develop, maintain, and enhance financial and operational reports across the firm.
• Prepare reporting relating to attorney productivity, utilization, billable hours, missing time, and compensation.
• Analyze work in progress (WIP), billings, rates, revenue, and realization.
• Support partner compensation, commission, origination, and credit allocation reporting.
• Prepare collections and accounts receivable reports, including aging, cash flow, and follow-up metrics.
• Assist with financial statement reporting, including profit and loss, balance sheet, and cash flow reporting.
• Support budgeting, forecasting, and financial performance analysis.
• Assist with bank and industry survey reporting.

Financial Systems & Data Analysis

• Extract, validate, and analyze financial data using legal financial systems.
• Work with platforms such as Elite 3E, Aderant, Iridium BI, or comparable applications.
• Analyze financial data relating to clients, matters, timekeepers, WIP, and accounts receivable.
• Troubleshoot reporting discrepancies and ensure consistency between source systems and reporting outputs.
• Support improvements to reporting logic, data integrity, and financial information workflows.

Reporting Optimization & Process Improvement

• Identify opportunities to streamline and automate existing reporting processes.
• Improve the accuracy, efficiency, and consistency of financial reports.
• Reduce manual reporting requirements and eliminate duplicative processes.
• Collaborate with Accounting, Billing, and IT to resolve reporting issues.
• Recommend enhancements to reporting tools and financial data management.

Required Qualifications

• Minimum of five years of experience within a law firm or professional-services environment.
• Demonstrated experience developing and maintaining financial and operational reports.
• Advanced proficiency in Microsoft Excel.
• Strong understanding of law firm billing, collections, revenue, and financial reporting processes.
• Excellent analytical and problem-solving skills.
• Ability to interpret complex financial information and communicate findings effectively.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple priorities and meet deadlines.
• Excellent written and verbal communication skills.
• Collaborative and proactive approach to reporting improvements.

Preferred Qualifications

• Experience with Elite 3E, Aderant, or Iridium BI.
• Familiarity with Microsoft Power BI or comparable business intelligence platforms.
• Exposure to SQL, financial data models, and reporting cubes.
• Experience with law firm profitability and performance analysis.
• Background improving reporting processes and reducing manual workflows.