Financial Analyst

Cartel Agency Inc.; Toronto; On-site; CAD 110,000 - 130,000; Full time

Job summary

A national law firm is seeking a Financial Analyst to enhance financial and legal processes. The ideal candidate will have a CPA designation and 5+ years of experience, focusing on data analysis and reporting, while exploring AI-driven solutions to improve efficiency. This position requires strong communication skills to present financial data and collaborate with teams. Apply now!

Qualifications

• 5+ years of experience in financial analysis, preferably in a law firm.
• Strong understanding of law firm financial metrics.
• Advanced PowerPoint skills for visual data presentation.

Responsibilities

• Prepare monthly, quarterly, and annual financial reports.
• Lead budgeting and forecasting processes.
• Monitor and interpret legal-specific KPIs.

Skills

Financial analysis

Data visualization

Communication skills

Predictive analytics

Excel

Education

CPA designation

Tools

Power BI

Elite 3E

Aderant

Job description

Financial Analyst

If numbers are your language, innovation is your mindset, and technology is your tool of choice, this is your opportunity to bring it all together. Our Client, a leading national law firm that’s looking for a Financial Analyst with a CPA designation and the experience to match. With senior-level expertise in accounting and finance, you will go beyond spreadsheets to influence smarter financial and legal processes. Your detail-oriented approach will keep the numbers sharp, while your solution-focused thinking and curiosity about AI applications in finance and law will help the firm push boundaries and stay ahead. You will have the chance to work closely with a talented, forward-thinking finance team, providing insights that shape high-level strategy. If you have 5+ years of relevant experience, a passion for leveraging technology, and the drive to make an impact, this is where you can bring bold ideas to life. Apply now!

Salary: Up to $130K

Key Responsibilities

• Prepare monthly, quarterly, and annual financial reports with commentary tailored for legal practice management.
• Lead and support the budgeting, forecasting, and long-range planning process across departments.
• Monitor and interpret metrics such as billings, WIP, collections, utilization, realization, and other legal-specific KPIs.
• Provide insights into profitability; recommend strategies for margin improvement.
• Assist in month-end close, variance analysis, and preparation of financial statements in accordance with ASPE.
• Develop and enhance financial models related to partner compensation, firm profitability, and strategic initiatives.
• Identify and assess opportunities to apply AI and automation tools to improve forecasting, reporting, billing, or workflow efficiency.
• Collaborate with IT and operations teams to evaluate and implement AI-driven financial solutions.
• Maintain and improve reporting tools and dashboards; ensure data quality across the Firm.
• Ensure compliance with internal controls, firm policies and financial reporting standards.

Qualifications

• CPA designation (CPA, CA; CPA, CMA; or CPA, CGA) required and in good standing.
• 5+ years of experience in financial analysis, preferably within a law firm or professional services environment.
• Strong understanding of law firm financial metrics (realization, utilization, WIP, A/R, etc.).
• Understanding of AI technologies and their applications in finance or legal operations (e.g., predictive analytics, document automation, intelligent reporting, etc.).
• Proven experience preparing and presenting financial data to non-finance professionals.
• Advanced PowerPoint skills, with the ability to distill complex financial data into digestible visuals and narratives.
• Experience with legal or financial systems such as Elite 3E, Aderant, Power BI, or equivalent.
• Advanced Excel skills; knowledge of data visualization and business intelligence tools is an asset.
• Strong interpersonal and communication skills to collaborate with stakeholders across the firm.
• Demonstrated ability to think analytically and proactively identify opportunities for process improvement.
• High level of professionalism, confidentiality, and attention to detail.

To apply, please forward your resume to:Marsha Meyers at [e-mail]

Tagged as: Finance, Financial Analyst