Financial Planning & Analysis Analyst

Outten & Golden LLP; New York (NY); On-site; USD 66,000 - 73,000; Full time

Benefits offered by this job

Healthcare benefits

Job summary

Outten & Golden LLP is seeking a Financial Planning & Analysis Analyst to join the Firm's Finance team, reporting to the FP&A Manager and collaborating with the CFO and Director of Finance to support planning, reporting, budgeting, and forecasting.

The role emphasizes strong analytical skills and cross-functional collaboration, with opportunities to implement process improvements using Excel, Power BI, SQL, and related tools.

Qualifications

• Bachelor's degree in accounting, finance, economics, or related field with 3+ years of relevant experience.
• Advanced Excel skills including PivotTables, lookups, reconciliations, large datasets, and Power Query.
• Experience with Power BI, SharePoint, SQL-based reporting, and financial management systems.
• Analytical, eager to learn new technologies, capable of understanding complex business models, and able to build strong relationships with business partners and stakeholders.
• Strong communication, confidentiality, and attention to detail.

Responsibilities

• Maintain reports and analyze financial data to identify trends and variances.
• Support revenue forecasting, budgeting, and planning with variance analysis.
• Prepare recurring financial reports and dashboards for leadership using Excel/Power BI/SQL.
• Review matter setup and assist with financial close and year-end audits.
• Collaborate with Billing, Accounting, and other Finance teams to improve reporting.

Skills

Excel (PivotTables)

Power BI

SharePoint

SQL-based reporting

Analytical

Education

Bachelor's degree in Accounting/Finance/Economics

Tools

Power BI

SharePoint

SQL-based reporting

Job description

Outten & Golden LLP is seeking a Financial Planning & Analysis Analyst. The successful FP&A Analyst candidate will contribute to a diverse range of functions as a member of the Firm's Finance team, reporting directly to the FP&A Manager—working closely with the CFO and Director of Finance as well as other members of the Finance, Billing, and other administrative departments to support the Firm's financial planning, reporting, budgeting, and forecasting activities—with significant room to take initiative and play an impactful role.

The Firm enjoys a strong national reputation for representing employees, independent contractors, executives and whistleblowers in all areas of employment law—from representing senior executives in contract negotiations, to protecting individuals’ civil rights in the workplace, to combating worker exploitation and systemic discrimination in class action and impact litigation and putting hundreds of millions of dollars in the hands of wronged individuals with historic SEC and IRS whistleblower awards.We take pride in our decision to represent employees as advocates for workplace fairness.More recently, the Firm has branched out into new cutting-edge consumer digital-discrimination litigation involving major social media platforms.

We also place considerable focus on our own workplace, keeping our eye on employee morale and engagement as we grow and evolve.Our goal is to foster a workplace that embraces diversity in all of its complex and rich forms and incorporates the multi-layered factors that drive equity.We are committed to building relationships rooted in respect and trust to promote a sense of belonging for all of our employees.

Key Responsibilities

• Maintain reports, analyze financial data, identify trends and variances, and provide timely information to support business decisions, combining strong analytical and technical skills with the ability to communicate complex financial information clearly and collaborate effectively across departments.
• Support revenue forecasting, budgeting, and financial planning activities by maintaining forecast assumptions, key schedules, and supporting documentation; perform budget-to-actual and period-over-period variance analysis, preparing supporting explanations and schedules for management review; and monitor departmental budgets and expenses and assist with maintaining reliable financial projections.
• Prepare recurring financial reports, dashboards, and management reporting packages for the FP&A Manager, CFO, and Firm leadership; analyze revenue, collections, cash receipts, expenses, and other financial data to identify trends, variances, and potential risks; assist with partner- and matter-level reporting, including analysis of ongoing and prospective matters; generate and distribute daily, weekly, and monthly financial reports to support forecasting accuracy and operational decision-making, as well as ad hoc financial analyses and reports requested by Finance leadership and other Firm departments; and maintain and enhance reporting tools, dashboards, and models using Excel, Power BI, SQL, and other reporting platforms.
• Review matter setup and financial data for accuracy, investigate discrepancies, and coordinate corrections with appropriate teams; assist with the financial closeout of contingency, class action, settlement, and other special matters, ensuring proper financial allocations and documentation; and support year-end audits and reviews by external accountants through the preparation of schedules, reconciliations, and supporting documentation.
• Partner with Billing, Accounting, and other Finance functions to research and resolve reporting and data-related issues; support process improvement and automation initiatives that increase reporting efficiency, accuracy, and scalability; and perform other finance and analytical duties as assigned.

Qualifications

The successful candidate will have a combination of employment, educational, and life experience that demonstrates the qualities and skills below:

• Education & Experience: You have a bachelor's degree in accounting, Finance, Economics, or a related business field, with 3+ years of relevant experience. Advanced Excel skills (including PivotTables, lookups, reconciliations, large datasets, and Power Query) are required. Experience with Power BI, SharePoint, SQL-based reporting, and financial management systems is preferred. The ideal candidate is analytical, eager to learn new technologies, capable of understanding complex business models, and able to build strong relationships with business partners and stakeholders.
• Confidentiality: You must be able to adhere to Firm policies regarding the protection of confidential data and demonstrate sensitivity to (and good judgment in connection with) confidential attorney, personnel, and Firm matters.
• Clear Communication and Attention to Detail: You express yourself clearly and concisely, always highlighting the most important information. You proactively communicate with your manager and Finance Team, including the status of active projects and any other relevant issues. You perform a self-review of your work and clearly track outstanding items and questions.
• Flexibility and Organization: You are comfortable in an environment where your responsibilities may vary from day to day. You demonstrate a "no job too big, no job too small" attitude, and take a collaborative, team-focused approach to rejuggling priorities and contributing to Firm tasks. You are comfortable balancing tasks of varying levels of urgency and complexity and work well under pressure with tight deadlines.
• Ownership, Initiative, and Teamwork: You take ownership of your projects and follow through on their completion. You proactively anticipate, communicate, and work to independently resolve obstacles you encounter in your work. You possess a strong customer-service orientation and ability to work well within a team. You are able to establish and maintain strong working relationships.
• Schedule: You will be expected to be physically present in the Firm's New York office four days per week (working remotely up to one day per week), with the option to request a more flexible arrangement after six months with the Firm.
• Mission Orientation: You are enthusiastic and passionate about our commitment to advocating for employee rights. You thrive when your work is connected to purpose.

Compensation: An attractive compensation package (tailored to experience), with a target base compensation range of $48.00 to $53.00 per hour (non-exempt, annualizing to approximately $100,000 to $110,000/year based on 40 hours of work per week, and overtime-eligible). Outten & Golden offers our employees a robust benefits package including healthcare benefits.

Outten & Golden LLP is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.

Outten & Golden LLP is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [e-mail].

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.