JOB TITLE: Financial Analyst
OFFICE LOCATION: OPEN
DEPARTMENT: Accounting
REPORTS TO: Controller
FLSA STATUS: Full-time/Exempt
POSITION SUMMARY: The Financial Analyst supports the firm's financial planning, analysis, and reporting functions. The role prepares financial reports, assists with budgeting and forecasting, prepares tax returns and filings, supports partner payroll and distributions, and helps ensure the accuracy and integrity of financial data. This position reports to the Controller.
ESSENTIAL FUNCTIONS AND JOB RESPONSIBILITIES:Partner Compensation, Draws & Distributions- Compute partners' monthly payroll
- Calculate and reconcile quarterly partner distributions
- Reconcile partners' draw activity to the Distribution Statement
- Prepare partners' annual draw updates each January
- Determine draw amounts for new and prospective partners
- Calculate mandatory retirement contributions and interest on partner capital
- Calculate fixed partner incentive bonuses
- Prepare Partner Distribution Statements and calculations of partner income
- Prepare quarterly estimated tax schedules for partners
Tax Compliance & Filings- Prepare and ensure payment of quarterly and annual payments to the IRS and states
- Prepare and file unclaimed property, business, and personal property tax returns, as applicable
Budgeting, Forecasting & Reporting- Assist with preparation of the annual expense budget and forecasts
- Analyze variances between actual results and budget/forecast and provide clear explanations
- Assign rights and account to budget owners in the budget software
- Develop and troubleshoot budgeting software
- Develop variance and other reports in budgeting software and distribute monthly to budget owners
Audit & Tax Return Support- Support annual audit and tax return processes, including preparing schedules and workpapers
Financial Modeling & Strategic Analysis- Develop financial models to support strategic initiatives and business decisions
- Conduct special projects (e.g., lateral hire analysis, office expansion analysis, cost management initiatives)
- Support the Controller and CFO with data-driven recommendations
Data Integrity & Other Duties- Ensure data accuracy and consistency across financial systems
- Perform miscellaneous reconciliations
- Other duties as assigned
KNOWLEDGE AND SKILLS REQUIRED:- Strong analytical and financial modeling skills
- Advanced Excel skills (pivot tables, formulas, data analysis)
- Ability to translate complex financial data into clear, actionable insights
- Strong attention to detail and accuracy
- Strong written and verbal communication skills; ability to work directly with partners and senior leadership
- High level of discretion when handling sensitive financial information
- Proficiency with Microsoft Office Suite (or similar) and accounting/financial systems
EDUCATION AND EXPERIENCE REQUIREMENTS: - Bachelor's degree in Finance, Accounting, Economics, or related field (required)
- 2-5+ years of financial analysis experience (law firm or professional services preferred)
- Experience with legal financial systems (e.g., Elite, Aderant) is a plus
- Experience with budget software is a plus
ADDITIONAL INFORMATION:Work is performed in a professional office environment and may require the following during the workday:
- Ability to remain in a stationary position for extended periods (working at a computer).
- Repetitive movement (heavy computer/keyboard use).
- Regular verbal, in-person, and written interaction with others.
- Occasional light lifting (files, copy paper, etc.).
In addition to the essential functions outlined above:- Individual in this position will provide additional assistance and support as directed by their supervisor.
- This job description is subject to change at any time.
- Overtime will be required at certain times of the year
PAY TYPE:SALARY
COMPENSATION:The pay for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors. The anticipated pay range for this role is between $85,000 - $100,000 annually.
Saul Ewing follows a hybrid work schedule. Candidates must reside within a reasonable commuting distance of one of our office locations.
