Financial Reporting Analyst

We are looking for an experienced Financial Report Analyst/Writer for a law firm in Columbia, SC. The Financial Report Writer will be responsible for designing and developing custom-built data reports and dashboards in collaboration with firm management. This role involves working closely with directors and firm management to obtain specific reporting requirements, including data details, formatting, and design. As a highly analytical and detail-oriented Financial Report Analyst you will play a critical part in supporting our financial operations by analyzing and optimizing our financial systems, generating insightful reports, and collaborating on the implementation of new financial technologies. You will work closely with the accounting team to ensure the accuracy, efficiency, and continual improvement of our financial data and reporting processes. You will play a pivotal role in supporting the firm’s business goals through reporting, modeling, and analyzing financial data.

Sample Responsibilities

• The Financial Report Writer will be responsible for designing and developing custom-built data reports and dashboards in collaboration with firm management
• This role involves working closely with directors, and firm management to obtain specific reporting requirements, including data details, formatting, and design
• The Report Writer will identify report data needs and leverage various accounting programs, Microsoft Excel, and SQL to create these reports
• Mine data and conduct analysis, leveraging exploratory data analysis, predictive analytics, and data visualization
• Ensure accurate data gathering and probes for inconsistencies and trends in information
• Understand and extract meaning from complex data relationships and develops reports to enable effective use of the resulting knowledge
• Utilize data-mining and database mechanisms to obtain data and organize the information to facilitate effective analysis and creates analytical reports
• Utilize database mechanisms, Microsoft Access, Visual Basic & SQL to assist in the development and improvement of the reporting processes
• Maintain detailed records, documenting procedures and assumptions, methodologies and sources of information employed during the performance of all analytical tasks
• Design and develop reports and dashboards using the financial dashboard system
• Prepare regular collections reports to assess firm collection performances
• Analyzing practice group financial performance along with key financial data points and KPIs, focused especially on revenue generation and profitability
• Utilize advanced financial modeling to evaluate pricing structures and their impact on the firm’s bottom line
• Perform data analysis to identify trends and opportunities for financial improvement
• Write and execute SQL queries to extract and manipulate financial data from Aderant
• Generate and maintain financial reports as needed.

Qualifications

• The ideal candidate will have 5-7 years of experience utilizing Microsoft Excel, Lookups, and SQL
• Proficiency in SQL administration, data queries, and reporting (“SSRS”) essential
• College Degree and finance background preferred
• This role requires strong organizational skills, high attention to detail, and the ability to solve problems and adapt to changing priorities on short notice
• Proven experience working with financial systems, such as Aderant or similar software (Experience with CMS Open/Aderant or other legal financial software is a significant plus!)
• Understanding of core accounting principles as they relate to the management, customization, and troubleshooting of Aderant
• Experience with financial analysis and reporting tools
• Ability to communicate effectively and professionally and collaborate with cross-functional teams
• Candidate should have experience developing financial reports utilizing a variety of techniques
• Strong analytical and problem-solving skills, writing and presentation skills, and ability to synthesize complex data.
• Ability to work with mathematical concepts such as probability and statistical inference
• Experience in using data visualization tools
• Ability to sit for long periods of time, type, and handle light lifting (files, copy paper, etc.) in a professional office environment

All resumes are held in strict confidence.

Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of responsibilities or requirements.