Senior Financial Analyst

Key Responsibilities

• Collaborate with attorneys to develop effective pricing strategies and fee arrangements that support sector and practice growth.
• Build detailed matter budgets and financial models for hourly and alternative fee arrangements, including fixed, capped, blended, collar, subscription, contingency, and portfolio structures.
• Conduct sensitivity and scenario analyses to evaluate staffing models, leverage, realization, and margin impact.
• Advise attorneys on pricing best practices, risk assessment for alternative fee arrangements, and effective client value communication.

• Analyze new business opportunities and proposals to assess financial viability and contribution margin.
• Develop creative, practical pricing solutions aligned with firm profitability goals.
• Perform matter-, client-, and practice-level profitability analysis to inform strategic decision-making.

• Prepare and present monthly financial reports, including productivity, KPI, client, and attorney performance metrics.
• Partner with attorneys and management to strengthen business planning through actionable financial insights.
• Utilize data cube solutions and visualization tools to analyze complex financial and operational data.

• Lead individual and group training sessions on pricing strategy, financial literacy, and use of firm dashboards and tools.
• Promote effective matter management techniques and business intelligence resources.

• Assist with budgeting and pricing components of RFP responses and client negotiations.
• Collaborate with Marketing to structure client budgets, rate models, and alternative fee arrangements that balance value and profitability.

• Provide ad hoc financial analyses, reports, and presentations for senior management, practice groups, and cross-functional teams.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• Minimum of three years of experience in legal pricing or financial planning and analysis.
• Experience with business intelligence or reporting tools preferred.
• Advanced proficiency in Microsoft Office and Windows-based systems.
• Experience with Power BI, including dashboard development, DAX measures, data modeling, and visualization of complex datasets preferred.
• Experience leveraging generative AI tools to enhance financial analysis, automate reporting workflows, and support pricing scenario development.

• Strong financial modeling and analytical capabilities.
• Ability to translate complex financial data into clear, actionable insights.
• Effective communicator with strong presentation skills.
• Proven ability to collaborate across departments and influence stakeholders at all levels.
• Strategic thinker with sound judgment and high professional integrity.
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
• Demonstrated leadership capability and ability to drive consensus.
• Commitment to exceptional internal and external client service.
• Discretion and ability to handle confidential information.
• Flexibility to work additional hours as needed.

Compensation & Benefits