Client Reporting/Financial Analyst
Lowenstein SandlerDescription
Who We Are:
Lowenstein Sandler is a one of the most sophisticated law firms in the United States, with over 375 lawyers and 300 business services professionals serving clients from offices in New York, New Jersey, Palo Alto, Washington, DC, and Utah. Our primary administrative offices are located in Roseland, New Jersey, where we are consistently ranked among the best places to work. We recruit candidates who seek a collaborative, entrepreneurial culture that prioritizes our clients, our colleagues, and the communities where we work and live. Committed to career development and to a diverse and inclusive workplace, the firm offers many programs and opportunities for personal and professional growth. We seek professionals for our business services group who share these values.
What You Will Do:
The Client Reporting Financial Analyst will play a key role in supporting firm leadership and partners by gathering, analyzing, and presenting financial information that drives decision-making and enhances client relationships. This role will deliver actionable insights on firm performance, client profitability, and market trends, helping the Firm achieve its strategic and financial goals. The position is based in Roseland, NJ, with a hybrid work schedule.
- Enter, maintain, and validate financial data in the Firm’s reporting/financial systems to ensure accuracy and integrity.
- Prepare executive-level financial reports and presentations, including Board packages, partner utilization metrics, and practice group analyses.
- Support the firm’s participation in quarterly and annual financial surveys ensuring accurate and timely responses.
- Provide daily and monthly reporting on client, matter, and firm performance, including billing, payments, realization, and rate analysis.
- Support the Firm’s pricing and alternative fee arrangement initiatives by modeling client/matter budgets and profitability scenarios.
- Collaborate with partners to deliver client-facing reports that increase transparency and strengthen client relationships.
- Analyze, manage, and maintain data and models related to attorney compensation; ensure data integrity across various sources and help facilitate the attorney salary and bonus review process.
- Maintain and monitor client/matter budget alerts to ensure compliance with Alternative Fee Arrangements (AFA’s) and effective project tracking.
- Contribute to process improvements in reporting, planning, and budgeting through automation and system enhancements.
- Work on ad hoc financial projects aimed at improving profitability and cash flow. Other duties and projects as needed.
- 1–5 years of experience in Finance, Accounting, or a related field.
- Strong skills in Excel (pivot tables, advanced formulas) and PowerPoint; experience with Power BI or other BI tools a plus.
- Familiarity with Aderant or other legal financial systems preferred.
- High attention to detail with demonstrated accuracy in data entry and data management.
- Strong analytical, organizational, and project management abilities.
- Excellent communication skills, with the ability to present complex data clearly to both financial and non-financial stakeholders.
- Ability to treat sensitive/confidential information with appropriate discretion.
- Bachelor’s degree in Finance, Accounting, Economics, or equivalent experience.
Schedule: Full-Time, Hybrid, Monday through Friday, 9:00 AM – 5:00 PM
Amount of Travel Required: None
For candidates meeting the requirements, the expected base salary is $100,000 to $110,000. The range provided is the salary that Lowenstein Sandler in good faith believes at the time of this posting that it is willing to pay for the advertised position. Exact compensation will be determined based on individual candidate qualifications and location. Our benefits package includes coverage options for medical, dental, vision, prescription drug, life insurance, disability, FSAs, 401K, and paid time off.
Disclaimers:
This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities required by employee.
Lowenstein Sandler LLP is not accepting resumes from search firms for this position. Regardless of past practice, all resumes submitted by search firms are to be deemed the sole property of Lowenstein Sandler LLP, and no fee will be paid in the event the candidate is hired by Lowenstein Sandler LLP as a result of the referral.
Lowenstein Sandler LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.