Legal Financial Planning & Analysis Analyst

The ONeil Search Group; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

The ONeil Search Group is seeking a finance professional for a comprehensive FP&A role in New York. You will maintain reports, analyze financial data, identify trends and variances, and provide timely information to support business decisions across departments.

You will support revenue forecasting, budgeting, and financial planning, maintain forecast assumptions and schedules, perform variance analysis, and assist with management review and budgeting processes.

Responsibilities

• Maintain reports, analyze financial data, identify trends and variances, and provide timely information to support business decisions across departments.

Job description

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.