Financial Planning & Analysis Manager

Jackson Lewis P.C.; New York (NY); On-site; USD 135,000 - 170,000; Full time

Job summary

Jackson Lewis P.C. is seeking a Financial Planning & Analysis Manager to enhance profitability through financial reporting and analysis. Candidates should possess at least 7 years of relevant experience and excel in communication and process improvement, with a strong grasp of Excel.

Qualifications

• 7+ years of relevant experience required, law firm experience preferred.
• Excellent Microsoft Excel skills including advanced features.
• Strong presentation and communication skills.

Responsibilities

• Review, finalize monthly and ad-hoc financial reports.
• Develop complex financial modeling and KPI reports.
• Lead budgeting processes for departments and offices.

Skills

Microsoft Excel

Process improvement

Communication

Project management

Critical thinking

Organization

Education

Bachelor’s degree in Finance or Accounting

Tools

Microsoft Office

Job description

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Focused on employment and labor law since 1958, Jackson Lewis P.C.’s 1,000+ attorneys located in major cities nationwide consistently identify and respond to new ways workplace law intersects business. We help employers develop proactive strategies, strong policies and business-oriented solutions to cultivate high-functioning workforces that are engaged and stable, and share our clients’ goals to emphasize belonging and respect for the contributions of every employee.

The Firm is ranked in the First Tier nationally in the category of Labor and Employment Litigation, as well as in both Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers “Best Law Firms”.

Job Summary (basic Description)

A Manager within the Financial Planning & Analysis team will review, analyze, and evaluate the needs of our business partners and internal stakeholders to improve the firm’s profitability. This position will work closely with the Senior Director of Finance, the Chief Financial & Strategy Officer, and other firm leaders to gain an understanding of our financial strategy, key focus areas, and business challenges. The Manager will also be expected to be proficient in excel and continuously look for ways to improve our current processes and reporting.

This position will report to the Senior Director of Finance.

Essential Functions

• Review, and finalize monthly and ad-hoc financial reports to be distributed to Firm Leadership, Business Services Department Leaders, and Practice Group Leaders
• Develop complex financial modeling and KPI reports to display and recommend ways to improve profitability at the Firm, Office, Department and Practice Group level
• Take a lead role in creating, reviewing, and finalizing the annual budgets for departments and offices regarding expenses, revenues and select metrics
• Assist the Senior Director of Finance in a timely and accurate manner with reporting requests, projects, and be able to prioritize appropriately
• Manage relationships with other business services areas, Office Managing Partners, Regional Coordinators, and Practice Group Leaders
• Work with Regional Coordinators to discuss and develop appropriate action plans for relevant offices; including supplying appropriate financial data and supporting analysis
• Lead and actively participate in multiple projects by completing and maintaining project documentation, managing project scope, adjusting schedules, determining daily priorities, and ensuring efficient and on time delivery of milestones
• Work with designated team members across departments to develop/improve the financial reporting process
• High level of organization with the ability to manage daily workload priorities and deliver quality results on time
• Identify, create, and facilitate process design changes – with a focus on quality improvement and data management
• Having a high degree of integrity and the ability to work with sensitive or confidential information
• Manage relationships with third party vendors related to finance projects, including assisting in developing new financial backend cubes and the creation of new attorney facing financial and operational dashboards
  
  

Qualifications/Skills Required

• 7+ years of relevant experience is required; Law Firm experience desired
• Bachelor’s degree is required, degree in Finance, Accounting, or related field preferred
• Excellent Microsoft Excel skills, including data layout for large data sets, pivot tables, conditional formatting, advanced sorts, vlookups, marcos, etc.
• Strong written and verbal communication skills
• Experience in recommending process improvements
• Project experience preferred
• Ability to effectively communicate with all levels of the organization
• Strong presentation skills
• Strong critical thinking skills
• Highly organized
• Capability to learn independently
• Positive attitude with ability to be flexible with different projects and varying workloads
• Strong MS Office skills (Excel, PowerPoint, Word)
  
  

For the Westchester and New York Metro area, the expected salary range for this position is between $135,000 and $170,000. The actual compensation will be determined based on experience and other factors permitted by law.

For California, the expected salary range for this position is between $135,000 and $170,000. The actual compensation will be determined based on experience and other factors permitted by law.

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Law Practice

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