Financial Analyst

Job Summary:

The Financial Analyst will be a key member of the Financial Services Team, reporting to the Senior Manager of Reporting & Analysis and supporting the CFO and finance leadership. The Analyst will prepare and deliver a wide range of financial planning, reporting, and analysis, including budgeting and forecasting, management reporting, benchmarking, pricing and profitability analysis, and large-scale annual projects such as partner compensation statistics.

This is an exceptional opportunity for candidates interested in financial reporting and analytics, legal technology, and legal operations who are intellectually curious and eager to look beyond the numbers. The successful candidate will seek to understand the "why" behind the data and translate complex information into meaningful insights, emerging trends, and actionable business context for senior leaders across the Firm, including Managing Partners, Practice Chairs, and Chiefs.

Job Functions:

• Budgeting & Forecasting. Support the annual budget and periodic forecasting processes, including revenue, productivity, and headcount projections. Prepare variance analysis of actual results against budget and prior year and help explain key drivers to finance leadership.
• Management Reporting. Prepare automated, standard, and ad hoc reports for the Firm's Managing Partners, Department Chairs, Practice Group Leaders, and Chiefs, including monthly close and operations reports and productivity/capacity reports. Respond to frequent information requests and research and resolve financial inquiries, many requiring a turnaround of a day or two.
• Dashboards & Data Integrity. Develop and maintain Power BI dashboards and Excel models, and support the maintenance of the Firm's financial reporting tools. Extract, validate, and reconcile data from Elite 3E and other Firm systems, and perform ongoing data audits to ensure consistency, accuracy, and compliance with reporting procedures.
• Pricing & Profitability. Support pricing, budget estimates, and alternative fee arrangements, and analyze rates, realization, and client/matter profitability to inform business decisions.
• Benchmarking. Gather data and prepare responses to high-profile industry surveys (e.g., Am Law, Citi and Wells Fargo peer surveys, NALP, BBJ). Surveys are concentrated in the spring, have tight deadlines, and are highly visible, so accuracy and thoroughness are critical.
• Large-Scale Annual Projects. Support data-intensive projects such as partner compensation statistics, associate review statistics, and partner and practice group business plans. Present complex data sets in clear, easy-to-understand formats for Firm leadership.
• Process Improvement & Automation. Identify opportunities to streamline workflows, automate recurring reports, and apply AI tools and emerging technologies to improve efficiency and reporting quality.
• Other Analysis. Support the CFO and other members of the Financial Services Team with special projects and ad hoc analysis as needs arise.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• At least two (2) years of experience in FP&A, financial analysis, or financial reporting, preferably within a professional services environment.
• Advanced Excel skills, including financial modeling, pivot tables, and lookup functions.
• Experience building dashboards in Power BI or similar tools; working knowledge of SQL and/or Python a plus.
• Familiarity with AI tools and a willingness to apply emerging technologies to enhance productivity and business processes.
• Excellent analytical skills and sound judgment, with strong attention to detail and a commitment to accuracy.
• Intellectual curiosity and a problem-solving mindset; comfortable challenging assumptions and recommending improvements.
• Proactive mindset and ability to manage multiple priorities and balance induvial work with collaborative initiatives.
• Ability to handle confidential and sensitive information, including partner compensation data, with discretion and professionalism.

• Applicants must be legally authorized to work in the United States without the need for sponsorship by the Firm (either now or in the future).

• Choate offers a comprehensive Total Rewards package to our business professional team members. The firm also offers comprehensive health and well-being benefits, personal and professional development, career growth opportunities and a collegial and supportive culture. The anticipated pay range for this role is listed below and represents our good faith and reasonable estimate of the salary range for this specific position at the time of posting. In addition, this role is eligible for a discretionary bonus based on performance. The actual offered rate for this position will be determined based on job-related, non-discriminatory factors, including but not limited to qualifications and experience, education, external market data and consideration of internal equity.

$80,000- $105,000