Sr. Financial Analyst

beneschlaw; Cleveland (OH); Hybrid; USD 95,000 - 115,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Job summary

beneschlaw is seeking a Senior Financial Analyst in Cleveland to prepare budgets, forecasts, and financial reports. This hybrid position offers flexibility to work from home while collaborating with firm leaders to deliver insights and perform detailed analyses.

Applicants should have a Bachelor's Degree in Finance, Accounting, or Business Administration, and at least 8 years of experience in financial roles. Strong Excel skills and experience in financial modeling are essential.

The salary ranges from $95,000 to $115,000, with eligibility for bonuses and benefits.

Qualifications

• 8+ years of relevant experience in data analysis, financial reporting, or accounting.
• Experience and in-depth knowledge of financial analysis, modeling, budgeting, and financial statement preparation.
• Strong written and verbal communication skills, with the ability to summarize complex data accurately.

Responsibilities

• Prepare and analyze financial reports, monitoring key performance metrics.
• Collaborate with firm leaders to deliver insights and perform detailed analyses.
• Assist with budgeting and forecasting processes.

Skills

Advanced proficiency in Microsoft Excel

Financial analysis

Data analysis

Budgeting

Financial reporting

Problem-solving

Critical thinking

Attention to detail

Education

Bachelor’s Degree in Finance, Accounting, or Business Administration

Tools

Microsoft Excel

Job description

Position Summary

Do you enjoy preparing budgets, forecasting, and financial reporting? Do you find excitement in solving puzzles through analysis, and view ad‑hoc reporting as a challenge? If so, the Senior Financial Analyst position may be what you’re looking for! This hybrid role is based in our Cleveland office and offers flexibility to work from home.

The Senior Financial Analyst is responsible for preparing and analyzing financial reports, monitoring key performance metrics, and supporting budgeting and forecasting. The position collaborates with firm leaders to deliver insights, perform detailed analyses, and assist with benchmarking and predictive modeling to guide decision‑making and improve overall performance.

Essential Functions

1. Develop, maintain, and assist in preparing weekly, monthly, quarterly, and annual financial reports for firm management, including analyzing financial statements, key performance indicators, budget performance, and reconciliations.
2. Manage project deadlines by planning work, prioritizing tasks, tracking progress, identifying risks early, and coordinating with stakeholders to ensure timely delivery of accurate analysis and information.
3. Perform complex and detailed analyses to review firm performance across key metrics and identify areas for improvement.
4. Process, clean, and validate data to support predictive analysis and data modeling for future planning and forecasting.
5. Identify and assess current performance across all practice groups and departments, comparing results to historical trends.
6. Collaborate with the FP&A team and other departments to create and design new reports or tools to analyze firm performance and meet evolving needs.
7. Serve as a vital resource for practice group leaders, department heads, and senior staff, addressing a variety of financial and analytical needs.
8. Assist with the firm’s budgeting and forecasting process, ensuring proposals are complete, accurate, and compliant with budgeting guidelines.
9. Review general ledger expense details and compare with budgets and forecasts to assess successes and identify potential areas for improvement at the firm, department, and team levels.
10. Create and analyze detailed and thorough budget reports to determine performance versus the firm’s budget and forecast.
11. Prepare and assist in the preparation of external benchmarking surveys to evaluate the firm’s performance in comparison with industry peers.

Qualifications

The Senior Financial Analyst must hold a Bachelor’s Degree in Finance, Accounting, or Business Administration, along with 8+ years of relevant experience in data analysis, financial reporting or accounting. A demonstrated advanced proficiency in Microsoft Excel, including expertise with pivot tables, lookups, advanced formulas, macros, Power Query and data manipulation is required. Experience and in‑depth knowledge of financial analysis, modeling, budgeting, and financial statement preparation is required. Law firm experience is preferred. Exceptional attention to detail, strong analytical and critical thinking, and problem‑solving abilities are required. Effective written and verbal communication skills are essential, including the ability to prepare and summarize complex financial data accurately and concisely. The Senior Financial Analyst must be a quick learner who can manage and prioritize parallel tasks under tight deadlines, demonstrate excellent organizational skills, and work well both independently and as part of a team. Ability to handle confidential and sensitive information with discretion is required. A commitment to providing outstanding customer service is essential.

The salary range for this position is $95,000 to $115,000.

Please note that quoted salary ranges are based on Benesch’s good faith belief at the time of the job posting and are not a guarantee of what final salary offers may be. Base pay is based on market location and may vary depending on job‑related knowledge, skills, and experience. Base pay is only one part of the total rewards that Benesch provides to compensate and recognize our staff professionals for their work. Full‑time positions are eligible for a discretionary bonus and a comprehensive benefits package.

Benesch is an equal‑opportunity employer. We strongly value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability (where the applicant is qualified to perform the essential functions of the job with or without reasonable accommodations), medical condition, protected veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.