Financial Reporting Analyst/Insights Specialist – Fulltime - Hybrid
Are you a financial analyst or accounting analyst who enjoys the reporting side of the job more than the month-end grind? This role is your next step.
As a Reporting Analyst, you will build and maintain the financial and non-financial reports and dashboards that clients, company leadership rely on. You will bring your finance foundation to the table, sharpen your SQL and Power BI skills, and turn data into clear insights that shape decisions.
You will work closely with internal teams and stakeholders, acting as a trusted advisor on what to measure, how to report it and what the numbers mean.
What you'll do
Reporting and dashboards
- Develop and maintain complex financial and non-financial reports and dashboards for client, management and business needs.
- Prepare and model data from multiple sources using SQL, Excel, Power BI and other business intelligence tools.
- Prepare reporting packages, including quarterly and annual presentations, financial templates and ad hoc requests.
- Develop matter management reports for clients and internal stakeholders.
Insights for leadership
- Interpret financial and business information to identify trends, risks and opportunities, and present clear takeaways to leadership.
- Translate stakeholder goals, measures and requirements into accurate, easy-to-use reporting deliverables.
- Advise lawyers and Business Services professionals on reporting requirements, deliverables and how to interpret results.
- Provide financial data, reporting and analytical support for projects and firm-wide initiatives.
Quality and controls
- Validate and reconcile reports, dashboards and underlying data, resolving discrepancies before distribution.
- Review reports and analysis prepared by other Analysts for accuracy, completeness and sound interpretation.
- Maintain documentation for data sources, reporting requirements, calculations and processes.
Continuous improvement
- Help strengthen the firm's reporting capability by assessing and applying the right tools and approaches.
- Provide reporting and analytical coverage during absences, peak periods and shifting business priorities.
What you bring:
Required
- Degree in Accounting, Finance, Business, Economics or a related field.
- 3+ years in a financial analyst, accounting, FP&A or similar role.
- Working experience with SQL: writing queries, joining tables and pulling data for analysis.
- Advanced SQL and Excel skills (pivot tables, lookups, financial modelling).
- Strong grasp of financial statements, budgets and key financial metrics.
- A sharp eye for detail and a habit of reconciling numbers before they go out.
- Ability to explain financial and data findings clearly to non-finance audiences.
Nice to have
- Hands-on experience with Power BI, Tableau or another BI tool.
- Experience in a professional services environment.
- Exposure to matter management, time and billing, or practice management systems.
- Familiarity with Power Query, DAX or Python.
