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About the Role
The Senior Financial Analyst will independently perform financial and business analysis, reporting, budgeting, forecasting, financial modeling, and process improvement. This role involves interpreting financial results, identifying business drivers, and communicating actionable insights and recommendations to leadership. The position also contributes to the enhancement of the Finance function through process standardization, automation, and the adoption of analytical and AI-enabled technologies.
Responsibilities
- Perform detailed financial and business analyses linking financial performance to underlying business drivers.
- Prepare monthly and quarterly variance analyses, identifying key revenue and expense drivers, risks, and opportunities.
- Synthesize complex financial and operational information into clear, concise insights for leadership.
- Prepare executive summaries, dashboards, presentations, and trend analyses for senior leadership.
- Develop conclusions and recommendations from analysis, not just present data.
- Adapt analytical presentations to the needs of financial and non-financial audiences.
- Respond to recurring and ad hoc analytical requests from Finance management.
- Support annual budgeting, periodic reforecasting, and multi-period outlook processes.
- Develop and maintain financial and statistical models for forecasting, headcount, compensation, and performance metrics.
- Analyze key performance indicators relevant to financial performance.
- Perform detailed analyses of practice group and office profitability and matter-level economics.
- Conduct rate and realization analyses focused on performance trends.
- Support working capital analysis, including WIP and accounts receivable trends.
- Assist in preparing financial analysis for external publications and benchmarking studies.
- Take ownership of assigned recurring processes, analyses, reports, and projects.
- Develop work plans, identify dependencies, resolve routine issues independently, and communicate risks.
- Maintain high standards for accuracy, consistency, documentation, and data integrity.
- Evaluate existing reports and analytical processes for simplification and standardization opportunities.
- Document recurring processes, methodologies, assumptions, and data sources.
- Collaborate across Finance, Accounting, IT, and other departments to obtain information and resolve data issues.
- Effectively manage multiple priorities and adapt to changing business needs.
- Identify opportunities to improve the accuracy, speed, scalability, and reliability of financial reporting and analytical processes.
- Develop and maintain analytical tools, dashboards, models, and reporting solutions using technologies such as Excel, Power BI, Tableau, SQL, and Power Query.
- Partner with Finance, Accounting, IT, and data teams to improve data quality, reporting structures, and analytical workflows.
- Reduce repetitive manual work through standardization and automation while maintaining controls.
- Participate actively in Finance transformation initiatives and contribute ideas for improvement.
- Responsibly use approved AI-enabled tools to support planning, analysis, research, and quality review.
- Validate analytical and AI-assisted outputs, maintaining professional judgment, confidentiality, and data security.
- Maintain curiosity regarding emerging technologies and continuously develop skills.
- Build productive relationships with Finance colleagues, practice management, Accounting, IT, and other business professionals.
- Develop an understanding of the operational and financial factors affecting the firm’s practices, offices, departments, clients, and matters.
- Communicate financial concepts clearly to non-financial stakeholders.
- Own assigned work and analytical processes; independently push work toward completion; identify issues, insights, and next steps; and engage management when needed.
- Ask thoughtful questions, respectfully challenge assumptions, and seek to understand the business context.
- Maintain strict confidentiality of all firm, client, and employee information.
Requirements
- Strong analytical and critical-thinking skills.
- Ability to independently investigate financial questions and synthesize complex information.
- Ability to translate financial and operational data into concise insights, business narratives, and actionable recommendations.
- Strong understanding of accounting principles and financial statements.
- Understanding of financial planning, budgeting, forecasting, variance analysis, and financial modeling.
- Working knowledge of law firm or professional services economics and key performance drivers, or demonstrated ability to learn quickly.
- Strong project and task ownership, with demonstrated ability to independently organize work, advance deliverables, identify obstacles, and meet deadlines.
- Strong written, verbal, and presentation skills.
- Ability to explain complex financial concepts to non-financial audiences.
- Ability to balance meticulous attention to detail with an understanding of the broader business question.
- Proactive, solutions-oriented mindset.
- Strong interpersonal and collaboration skills.
- Ability to manage multiple priorities and adapt as needs change.
- High level of integrity, professionalism, objectivity, and confidentiality.
- Demonstrated ability to work effectively in remote, hybrid, and in-office environments.
- Commitment to continuous learning and improving analytical, technical, and business-partnering capabilities.
- Ability to work effectively both independently and collaboratively while maintaining a strong service orientation.
Skills
- Microsoft Excel (complex formulas, PivotTables, financial modeling, data analysis)
- ERP/GL systems
- Financial reporting systems
- Time-and-billing systems
- Business intelligence tools (Power BI, Tableau)
- Data visualization tools (Power BI, Tableau)
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Outlook
- Microsoft Teams
- SQL (preferred)
- Power Query (preferred)
- Power Pivot (preferred)
- AI-enabled analytical tools (preferred)
Location
- Remote
Work Type
- Remote
- Hybrid
- In-office
Experience Level
- Senior
- Minimum five (5) years of progressive experience in finance, FP&A, financial analysis, or a related analytical role.
- Demonstrated experience independently performing complex financial analysis, financial modeling, budgeting, forecasting, or management reporting.
Education Level
- Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related business discipline.
- Master’s degree (preferred)
- CPA (preferred)
- Other relevant advanced credential (preferred)
Salary/Compensations
- $85,000.00 - $125,000.00
About the Company
- The Firm is committed to providing employee support and advancement, while embracing inclusion and innovation as keys to a stronger future.
Equal Opportunity
- Troutman Pepper Locke adheres to a policy of equal opportunity and will make all employment decisions, which include hiring, promotion, transfer, demotion, evaluation, compensation and separation, without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, pregnancy, citizenship, disability, genetic information, marital or armed forces status and any other classification as protected by law.