Financial Data Specialist - Wiley Rein LLP

Michelle DaSilva

Financial Data Specialist - Wiley Rein LLP

To apply for the Financial Data Specialist position, please visit: https://legalrecruiting.wiley.law/viDesktopEx/viRecruitSelfApply/ReDefault.aspx?FilterREID=14

 

SUMMARY/OBJECTIVE:

The Financial Data Specialist assists in the daily operation of and presentation and analysis of law firm analytics and client level data, reporting results, detailing budgeting and forecasting, as well as assisting in the development of pricing, on a monthly and ad hoc basis as needed to support the firm. 

RESPONSIBILITIES/ESSENTIAL FUNCTIONS:

  • Assist the pricing and analytics team with various financial and client related analysis
  • Liaison with IT, marketing, and billing to coordinate needed system reports
  • Create hours and trends reports for management, comparing budget and prior years
  • Learn and function as system expert for Rippe and Intapp systems
  • Use data mining with various technology for pricing and analysis
  • Assist with SQL queries for all aspects of daily finance reporting
  • Function as team coordinator for the finance piece of client RFPs
  • Assist with finance training and presentations
  • Assign new billing rates for attorneys on specific matters
  • Assist with electronic billing requirements
  • Assist with client and matter set up
  • Coordinate Practice Group and other finance group meetings
  • Complete quarterly and yearly survey and industry trend data analysis
  • Support financial modeling, cost management, and process improvements
  • Support the monthly financial close and reporting process
  • Assist in the preparation of matter budgets
  • Complete client monthly expense accruals
  • Assist with monthly financial statements and accounting analysis
  • Refine existing budget & financial analysis models
  • Prepare rate schedules and analysis for yearly planning purposes
  • Verify the accuracy of all financial data and reports
  • Review, analyze, organize, and assemble summary financial data monthly
  • Develop pricing models including ROI and risk analysis
  • Assist with daily and ad hoc attorney financial requests and analysis for the P&A team

WORK ENVIRONMENT:

  • Position operates in a professional office environment which is usually quiet to moderate
  • Position requires that the employee have the ability to multi-task in a fast-paced work environment

PHYSICAL DEMANDS:

  • This position is primarily a sedentary position.  However, some duties and responsibilities are required which would require the applicant to lift files, open filing cabinets, bend or stand, reach with arms and hands, climb or balance, occasionally move about to access office equipment, file cabinets, etc.
  • Ability to carry or lift items weighing up to 10 pounds

KNOWLEDGE, SKILLS AND ABILITIES:

  • Ability to communicate professionally and effectively, both in oral and written form
  • Ability to multi-task, prioritize/coordinate deadlines and track progress of tasks
  • Ability to organize workflow and use time efficiently
  • Ability to demonstrate attention to detail and accuracy
  • Must maintain confidentiality of work-related information and materials
  • Must establish and maintain effective working relationships in or out of a team environment
  • Resourceful problem solving and ability to create and implement effective procedures
  • Advanced PC skills are required, including expert proficiency with Microsoft Excel, Word, PowerPoint, as well as financial analysis and modeling
  • Understands and adopts the organizational structure
  • Possesses the attitude of collaboration and sharing
  • Possesses willingness to learn and adopt new methodologies
  • Operates office equipment including personal computer with keyboard
  • Database and accounting system experience are a strong plus
  • Flexibility and willingness to respond to issues during and outside of core business hours

EDUCATION AND EXPERIENCE:

  • Four-year college degree preferred
  • College coursework in Accounting, Finance or Business Administration highly desired
  • 1-2 years of prior experience as a financial analyst/specialist or in a law firm preferred

OTHER DUTIES:

  • This description outlines the basic requirements of this position. It is not intended to be a complete description as other duties may be assigned.

 

**Wiley is an Equal Opportunity Employer with a strong commitment to the achievement of excellence, diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, or any other characteristic protected by law.

 

***This Organization Participates in E-Verify. This employer will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee’s Form I-9 to confirm work authorization. Employers may not use E-Verify to pre-screen job applicants and may not limit or influence the choice of documents you present for use on the Form I-9.