Senior Financial Planning & Analysis Analyst

Taft Stettinius & Hollister LLP; Minneapolis (MN); On-site; USD 88,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Paid Time Off

Bonuses

Job summary

Taft Stettinius & Hollister LLP is seeking a Senior Financial Planning & Analysis Analyst to support its Minneapolis office. The ideal candidate will have over 7 years of related experience and a strong understanding of accounting systems, along with advanced skills in Microsoft Excel.

The role involves designing financial reports, assisting with management reporting, and delivering ad hoc analyses. Taft offers competitive compensation along with a comprehensive benefits package, including medical, dental, and 401K.

Qualifications

• 7+ years of progressively related work experience.
• Expertise in accounting systems and reporting.
• Experience with professional services law firms.

Responsibilities

• Design and prepare detailed financial reports and analyses.
• Assist with monthly, quarterly, and annual reporting initiatives.
• Manage and complete ad hoc projects and analyses.

Skills

Database query writing

Advanced Excel features

Analytical skills

Customer service orientation

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

SQL

Tableau

Power Query

Job description

Taft is seeking a Senior Financial Planning & Analysis Analyst to serve our team in Taft’s Denver, Detroit or Minneapolis office.

We are seeking a Senior Financial Planning & Analysis Analyst with 7+ years’ experience to support our team in the Denver, Detroit or Minneapolis office. All Taft employees operate under a “Client First” philosophy—in all things, we seek to provide exceptional services to our clients.

Duties & Responsibilities:

• Design & prepare detailed reports and financial analyses utilizing the accounting system, report writing tools, and Microsoft Excel.
• Assist with monthly, quarterly, and annual reporting initiatives including management reporting, financial statement analyses, ad‑hoc analysis, partner and associate compensation, other projects, etc.
• Support various firm departments with completing a diverse set of high‑visibility external surveys.
• Work closely with FP&A Manager/Sr. Manager to understand team priorities and serve as a key resource to the FP&A analysts on the team.
• Deliver ad hoc projects, and analyses, as requested. Manage and own projects from beginning to end to ensure successful and timely completion.
• Develop a strong understanding of firm’s financial system and overall firm financial operations in order to serve as a “subject matter expert” regarding the financial system and integration.
• Utilize report writing tools (Excel/Power Query, SQL, Tableau, etc.) to provide timely and accurate financial information and analysis.
• Any job‑related tasks as assigned.

Requirements:

• Bachelor’s degree in Accounting, Finance, or related field required.
• Seven or more years of progressively related work experience.
• Expertise and in‑depth knowledge of all aspects of accounting systems and reporting.
• Experience with professional services law firm preferred.
• Experience working with and writing complex database queries. Experience in extracting and reporting of data using SQL and Business Intelligence tools.
• Demonstrated expertise with Microsoft Excel, including advanced features, including but not limited to Power Query, pivot tables, advanced formulas, macros, filtering, and graphs.
• CPA certification not required but beneficial.
• Strong analytical and critical thinking skills necessary. Must be able to prepare and summarize complex financial data in an accurate, organized, concise manner.
• Strong customer service orientation and collaborative approach with non‑financial personnel.
• Possess high-level of written, verbal, comprehension, and communication skills. Must be able to actively present information and ideas across multiples levels of the organization.
• Excellent organization and detailed‑oriented project management skills. Requires ability to manage and prioritize concurrent tasks under time constraints.
• Ability to work collaboratively and develop strong working relationships. Excellent communication and interpersonal skills necessary.
• Occasionally work requires more than 40 hours per week to perform the essential duties of the position.

Taft offers competitive compensation and a comprehensive benefit package, including medical, dental, vision, life, long‑term disability, flexible spending, 401K, Paid Time Off, paid holidays, bonus and more. The salary range for this position is $88,000/yr. - $110,000/yr. Actual compensation offer to candidate may vary from posted information based on work experience, education, and/or skill level.

Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E‑VERIFY.