Business Financial Analyst

Winstead PC
04 May 2021
18 May 2021
Contract type
Full time

The uptown Dallas office of Winstead PC, a Texas–based, 300–attorney law firm, is seeking an experienced business financial analyst to work as a member of our Accounting team.

The Business Analyst reports to the Manager of Financial Systems and the CFO. Designs / develops reports to facilitate financial and practice management. Excellent researcher and analyst. Fluent using report writing / analytical tools. Collaborates with teams at all levels of the organization and develops / recommends / implements solutions. Participates in a core team focused on integrating relevant data across platforms. Participates in software selection / implementation. Serves as subject–matter expert for financial system data fields and user–defined fields.

Duties and Responsibilities

?? Produce, review and analyze financial reports

?? Respond to, or assist with, various client, industry, and marketing surveys

?? Work collaboratively with various administrative teams to obtain master data from non–financial systems

?? Create custom tables from non–financial system master data to facilitate reporting

?? Manage the firm's profitability reporting

?? Manage the firm's override rate report distribution

?? Design and distribute periodic and ad hoc reports

?? Assist accounting managers by researching data discrepancies and validating data

?? Troubleshoot financial system user issues and function as liaison with vendor

?? Assist team members by writing queries to facilitate existing processes

?? Perform requirements–gathering related to any new requests and prepare recommendations for solutions

?? Demonstrate a continuous improvement mindset

?? Work collaboratively with the technology team regarding development, implementation, and management of policies, processes and standards for master data to effect quality and efficiency in sharing data among firm systems

?? Communicate the status of all ongoing projects regularly. Ensure completion of project deliverables based on requirements and approved timelines.

?? Serve as financial system database subject–matter expert

?? Lead UAT efforts with QA to test application changes and features

?? Perform other duties as assigned.

Basic Qualifications

?? Bachelor's Degree in Accounting, Finance, Business Administration, Computer Science or Information Systems strongly preferred

?? Minimum 5+ years of financial analysis experience required, professional services environment preferred

?? Ability to develop and maintain ongoing relationship with firm leadership, customers, stakeholders and project sponsors

?? Advanced skill level for EXCEL and MS Query/SQL

?? Demonstrated understanding of financial concepts, statements and analysis

?? Demonstrated ability to apply critical thinking to complex situations and to quickly identify problems and recommend solutions

?? Excellent verbal and written communication skills. Ability to present detailed or complicated information in an understandable way to firm attorneys and staff.

?? Ability to multi–task and function both individually and in a team environment.

?? Ability to manage and prioritize multiple projects with conflicting deadlines

Weekend and after hour support on a as needed basis

Winstead fosters teamwork and maintains an environment that promotes collective achievement and personal growth. We offer a competitive salary and benefits package. For more information, visit . Winstead is an Equal Opportunity Employer.

When responding, please attach resume as a PDF or Word document.

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