Senior Financial Reporting Analyst

Friedman Williams; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Friedman Williams in New York is seeking a Senior Financial Report Developer & Analyst to join the Strategic Planning & Analysis team. This role develops and delivers financial and operational reporting to support stakeholders across the firm.

The ideal candidate is highly analytical, capable of handling large datasets, extracting insights, and translating that information into clear dashboards and reports.

Qualifications

• Bachelor’s degree in finance, Accounting, Economics, Business, Data Analytics or a related field.
• Legal service sector experience in financial analysis, reporting, FP&A, business analysis or a similar analytical role.
• Strong SQL skills required, including demonstrated experience writing queries and extracting and analyzing data from relational databases.
• Advanced proficiency in Microsoft Excel, including experience working with large datasets, pivot

Responsibilities

• Use SQL to query, extract, analyze and validate data from the firm’s financial and related systems.
• Develop, prepare and distribute recurring and ad hoc financial and operational reports for firm leadership, practice groups, administrative departments and other stakeholders.
• Respond to reporting and analytical requests from different areas of the firm, developing an understanding of the underlying business need and determining the most effective way to present the information.
• Analyze financial performance across areas such as clients, matters, practice groups, offices and timekeepers.
• Assist with analysis of key law firm financial metrics, which may include revenue, billings, collections, accounts receivable, work in process, rates and realization.
• Support budgeting, forecasting, variance analysis and other financial planning activities as needed.
• Work with large datasets from multiple sources, reconciling and validating information to ensure reporting accuracy and consistency.
• Maintain and enhance existing reports and reporting processes, identifying opportunities to improve efficiency, standardization and automation.
• Assist in developing dashboards and other reporting tools that provide clear and timely visibility into financial and operational performance.
• Partner with colleagues across Finance and other business services departments to support cross-functional reporting and analytical initiatives.
• Investigate reporting discrepancies and data issues and work with appropriate teams to resolve them.
• Support special projects and other financial analysis as business needs arise.

Skills

Analytical mindset

SQL

Advanced Excel

Education

Bachelor’s degree in Finance/Accounting/Economics/Business/Data Analytics

Tools

Power BI

SSRS

Relational databases

Excel

Job description

The firm is seeking a Senior Financial Report Developer & Analyst to join our Strategic Planning & Analysis team in New York. This role will be responsible for developing and delivering financial and operational reporting and analysis to support a variety of stakeholders across the firm.

The ideal candidate is highly analytical, detail-oriented and comfortable working with large and complex datasets. This individual should be able to understand business and reporting needs, independently extract and analyze data, and translate that information into clear and useful reporting.

This is a full-time, New York-based role on a hybrid schedule and reports to the Senior Manager, Strategic Planning & Analysis.

Responsibilities

• Use SQL to query, extract, analyze and validate data from the firm’s financial and related systems.
• Develop, prepare and distribute recurring and ad hoc financial and operational reports for firm leadership, practice groups, administrative departments and other stakeholders.
• Respond to reporting and analytical requests from different areas of the firm, developing an understanding of the underlying business need and determining the most effective way to present the information.
• Analyze financial performance across areas such as clients, matters, practice groups, offices and timekeepers.
• Assist with analysis of key law firm financial metrics, which may include revenue, billings, collections, accounts receivable, work in process, rates and realization.
• Support budgeting, forecasting, variance analysis and other financial planning activities as needed.
• Work with large datasets from multiple sources, reconciling and validating information to ensure reporting accuracy and consistency.
• Maintain and enhance existing reports and reporting processes, identifying opportunities to improve efficiency, standardization and automation.
• Assist in developing dashboards and other reporting tools that provide clear and timely visibility into financial and operational performance.
• Partner with colleagues across Finance and other business services departments to support cross-functional reporting and analytical initiatives.
• Investigate reporting discrepancies and data issues and work with appropriate teams to resolve them.
• Support special projects and other financial analysis as business needs arise.

Requirements

• Bachelor’s degree in finance, Accounting, Economics, Business, Data Analytics or a related field.
• Legal service sector experience in financial analysis, reporting, FP&A, business analysis or a similar analytical role.
• Strong SQL skills required, including demonstrated experience writing queries and extracting and analyzing data from relational databases.
• Advanced proficiency in Microsoft Excel, including experience working with large datasets, pivot
• Experience with Power BI, SSRS, or other business intelligence and data visualization tools.

Preferred Skills & Qualifications

• Experience with Aderant or another legal financial management system.
• Familiarity with law firm financial data and concepts, including clients, matters, timekeepers, WIP, accounts receivable, realization and profitability.
• Experience identifying opportunities to streamline or automate recurring financial reporting.