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Senior Financial Analyst - BI Reporting 16648762

Cordia Resources

South Fulton (GA)

Remote

USD 80,000 - 110,000

Full time

Yesterday
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Job summary

An established industry player is seeking a Senior Financial Analyst to lead BI reporting and financial analysis initiatives. This remote role requires expertise in data analysis, SQL, and Power BI, focusing on developing advanced financial reports and dashboards. The ideal candidate will have a collaborative spirit, strong analytical skills, and experience in a professional services environment. Join a dynamic team that values professional growth and offers an inclusive culture, where your contributions will drive significant impact across various practice areas. If you are passionate about financial reporting and BI, this opportunity is perfect for you.

Qualifications

  • 5+ years in financial analysis and BI, preferably in a law firm.
  • Certifications in Power BI, SQL, or Data Analysis are preferred.

Responsibilities

  • Develop and maintain advanced financial reports and dashboards using Power BI.
  • Collaborate with the Controller during month-end close processes.

Skills

Data Analysis
Financial Reporting
SQL
DAX
Power BI

Education

Bachelor’s degree in finance, data analytics, accounting, or related field

Tools

Power BI
SQL
Elite 3E Cloud
Data Insights

Job description

Job Title: Senior Financial Analyst - BI Reporting

Environment: Remote with travel (5% to 10%)

Eligible Locations: Texas, Georgia, Virginia, Missouri, Colorado

About the Client

Our client is a mid-size law firm (~$200MM) known for top-tier legal services across various industries. They emphasize a collaborative and inclusive culture that fosters professional growth and significant contributions. They are seeking a Senior Business Intelligence Analyst to lead financial reporting and BI initiatives, requiring expertise in data analysis, financial reporting, SQL, DAX, and Power BI.

Role Responsibilities
  • Develop and maintain advanced financial reports, dashboards, and visualizations using Power BI, focusing on timekeeper statistics, matter profitability, and practice area performance metrics.
  • Collaborate with the Controller during month-end close processes for 3E Cloud, ensuring data integrity and preparing financial reporting packages.
  • Conduct practice area analyses across diverse services, identifying trends and insights.
  • Create visual presentations of financial data tailored to stakeholders, including practice leaders and executives.
  • Co-administer financial reporting platforms like 3E Cloud and Data Insights, perform quality assurance, and manage user access.
  • Develop and optimize SQL queries and DAX expressions for custom reports aligned with practice needs.
  • Document financial reporting procedures to streamline workflows and establish best practices.
  • Support upgrades and implementations of financial systems with minimal disruption.
  • Analyze WIP and AR trends across multiple dimensions, focusing on fee arrangements and practice areas.
Qualifications
  • 5+ years in financial analysis and BI, with at least 2 years in a law firm or professional services environment.
  • Bachelor’s degree in finance, data analytics, accounting, or related field, or equivalent experience.
  • Certifications in Power BI, SQL, or Data Analysis are preferred.
  • Experience working with diverse practice areas and fee arrangements (hourly, contingency, fixed fee, hybrid).
  • Advanced proficiency in Power BI, including data modeling, dashboard design, and DAX.
  • Strong SQL skills for writing and optimizing complex queries.
  • Experience with Elite 3E Cloud and Data Insights platforms is a plus.

About Cordia by Cherry Bekaert: A leading national recruiting and staffing firm, part of Cherry Bekaert's Advisory services, headquartered in Washington, DC. We focus on building strong relationships with employers and job seekers, offering staffing solutions, benefits, and career opportunities.

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