Law Firm FP&A Analyst — Profitability & Budgets

Shipman & Goodwin LLP

Connecticut

On-site

USD 65,000 - 90,000

Full time

6 days ago
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Job summary

Shipman & Goodwin LLP is seeking a Financial Analyst to support financial planning, budgeting, and analysis for the firm. You will partner with the Director of FP&A to deliver data-driven insights that optimize profitability and inform strategic growth.

Ideal candidates have 3–5 years of financial analysis in professional services, strong Excel, SQL, and Power BI skills, and experience with law-firm metrics.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field.
  • MBA or CFA designation preferred.
  • Minimum 3–5 years of financial analysis experience, preferably within a professional services or law firm environment.
  • Experience with SQL.
  • Experience with law firm financial metrics and economic models preferred.
  • Advanced Excel skills for financial modeling.
  • Experience with Power BI or BI tools.

Responsibilities

  • Prepare and maintain financial models, forecasts, and budgets in coordination with the Director of Financial Planning and Analysis.
  • Analyze attorney and practice group profitability, including revenue, realization rates, utilization, and billing trends.
  • Develop monthly, quarterly, and annual financial reports for firm management and practice group leaders.
  • Support the annual budgeting process, including revenue projections, expense forecasting, and headcount planning.
  • Monitor actual financial performance against budget and forecast, identifying variances and recommending corrective actions.
  • Conduct ad hoc financial analyses to support strategic initiatives such as lateral hiring decisions, practice group expansion, and office investments.
  • Assist with partner compensation modeling and analysis as directed.
  • Collaborate with the accounting team to ensure accuracy and integrity of financial data.
  • Prepare presentations and dashboards for firm leadership, executive committee, and practice group chairs.
  • Track and analyze key performance indicators (KPIs) relevant to law firm operations, including leverage ratios, billing rates, and collection metrics.
  • Support the development and maintenance of financial systems, reporting tools, and business intelligence platforms.

Skills

Analytical thinking
Communication skills
Project management
Discretion & professionalism
Interpersonal skills
Collaboration across departments

Education

Bachelor's degree in Finance, Accounting, Economics, or related field
MBA or CFA designation preferred

Tools

SQL
Aderant or similar
Power BI
Excel

Job description

Shipman & Goodwin LLP is seeking a Financial Analyst to support financial planning, budgeting, and analysis for the firm. You will partner with the Director of FP&A to deliver data-driven insights that optimize profitability and inform strategic growth.

Ideal candidates have 3–5 years of financial analysis in professional services, strong Excel, SQL, and Power BI skills, and experience with law-firm metrics.

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