Develop, publish, and maintain routine reports and Power BI dashboards that support firm leadership and practice group decision-making
Translate complex financial data into clear, actionable visual outputs for both technical and non-technical audiences
Ensure the accuracy, consistency, and timeliness of all reporting deliverables
Direct workflows for and respond to ad hoc reporting and data requests from attorneys, practice group leaders, and clients in a timely and professional manner
Partner with internal stakeholders to understand reporting needs and deliver analyses that directly support business development, client management, and operational decisions
Document reporting logic, data sources, and refresh processes
Collaborate with broader Finance and Accounting teams to reconcile data and validate reporting outputs
Identify and recommend opportunities to automate or streamline reporting workflows

Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field
Proficiency in Microsoft Power BI, including report development, DAX formulas, and dataset publishing/management
Strong Microsoft Excel skills (pivot tables, VLOOKUP/XLOOKUP, financial modeling basics)
Ability to work with large, complex datasets and present findings clearly
Proficiency in SQL or comparable data query tools preferred
1–2 years of relevant experience in a professional services, legal, or financial environment (internship experience counts)
Strong attention to detail, organizational skills, and ability to manage multiple priorities
Effective written and verbal communication skills

Financial Analyst

Key skills