What are the responsibilities and job description for the Financial Planning & Analysis Analyst position at The O'Neil Search Group?
NY law firm is seeking a Financial Planning & Analysis Analyst to join their Accounting Department.
An accounting degree and a minimum of 3 years of relevant experience with advanced Excel skills including the ability to work with pivot tables and create simple macros are required
Responsibilities:
- Develop relationships with members of the Finance Team to support individual partner business analysis. Prepare and present reports to the FP&A Manager and CFO to be used in meetings with partners to help evaluate and improve revenue from ongoing and prospective matters.
- Run a variety of reports on a daily basis and update key schedules throughout the day to maintain the reliability of revenue forecast.
- Monitor analytics and work with the FP&A Manager and CFO to ensure forecasted results will achieve acceptable metrics while furthering the Firm’s mission and strategic initiatives.
- Handle closeout of contingency, class action, and settlement matters, ensuring proper allocation of fee credits to timekeepers and payouts to co-counsel in a timely manner.
- Review matter setup and ensure that matter records include accurate information to assist in overall Firm reporting.
- Working with the Controller, prepare reconciliation and analysis of select General Ledger accounts to prepare analysis of periodic fluctuations and support proper internal controls.
- Serve as a critical member of conversion team as the Firm undergoes an ERP conversion.
- Proactively assume other duties as necessary.
Qualifications:
- Education and Experience:
- You have an accounting degree (undergraduate required and advanced preferred) and a minimum of 3 years of relevant experience with advanced Excel skills (including the ability to work with pivot tables and create simple macros) required, as well as preferred to have the ability to work with business intelligence (Power BI, Tableau, or similar). Additionally, you are inquisitive and have shown an ability to understand complex business models and develop relationships with partners or business owners. Experience with software implementation is preferred.
- Leadership: You have a proven track record of developing and leading initiatives and process improvements in a collaborative environment.
- Confidentiality: You must be able to adhere to Firm policies regarding the protection of confidential data and demonstrate sensitivity to (and good judgment in connection with) confidential attorney, personnel, and Firm matters.
- Clear Communication and Attention to Detail: You express yourself clearly and concisely, always highlighting the most important information. You proactively communicate the status of your work and share updates with colleagues when necessary. You ensure that your work is mistake free.
- Flexibility and Organization: You are versatile and able to respond quickly and positively to shifting demands and opportunities. You are comfortable in an environment where your responsibilities may vary from day to day. You demonstrate a “no job too big, no job too small” attitude, and take a collaborative, team-focused approach to rejuggling priorities and contributing to Firm tasks. You are comfortable balancing tasks of varying levels of urgency and complexity and work well under pressure with tight deadlines.
- Ownership, Initiative, and Teamwork: You take ownership of your projects and follow through on their completion. You proactively anticipate, communicate, and work to independently resolve obstacles you encounter in your work. You possess a strong customer-service orientation and ability to work well within a team. You are able to establish and maintain strong working relationships with employees, clients, and other professionals.
- Mission Orientation: You are enthusiastic and passionate about our commitment to advocating for employee rights. You thrive when your work is connected to purpose.
- Schedule: The person in this full-time role will be expected to be physically present in the Firm’s New York office four days per week (working remotely up to one day per week), with the option to request a more flexible arrangement after six months with the Firm.