We are seeking a highly organized and proactive Senior Account/Financial Analyst to join the Accounting team. The ideal candidate will excel in a professional and team-oriented environment. The role requires excellent communication skills, meticulous attention to detail, and the ability to thrive in a fast-paced environment.
The position is based in West Palm Beach and must operate in accordance with applicable legal accounting standards. The role also supports multi-state operations, including tax and reporting requirements in New York, New Jersey, and Pennsylvania.
Key Responsibilities
Financial Reporting
- Prepare and analyze monthly, quarterly, and annual financial statements for multiple offices and entities
- Produce monthly and ad hoc reports, including billing and collections reports
- Track financial performance and identify trends, risks, and opportunities
- Analyze and report on key financial ratios and operational KPIs
- Ensure compliance with GAAP, internal policies, and regulatory requirements
Accounting Operations & Compliance
- Support month-end and year-end close processes in accordance with firm deadlines
- Coordinate with CFO and external auditors the annual audits and tax preparation
- Ensure compliance with federal, state, and local reporting requirements
- File and manage multi-state tax obligations, including:
- Sales & Use Tax and tax compliance (FL, NY, NJ, PA)
- Tangible Personal Property Tax (as applicable)
- Mentor junior accounting staff and assist with training initiatives
Auditing & Compliance
- Coordinate internal and external audit activities
- Lead audit preparation, including documentation, testing, and issue resolution
- Evaluate internal controls and recommend process improvements
- Ensure compliance with financial reporting standards
- Conduct risk assessments and support remediation initiatives
General Ledger & Transactions
- Manage general ledger activity, journal entries, and complex account reconciliations
- Monitor and reconcile trust, unapplied cash, and work-in-progress (WIP) balances
- Maintain the chart of accounts and fixed asset records
- Reconcile general ledger accounts, including:
- Payroll, deposits, loans, intercompany transactions, and liability accounts
- Support year-end closure and reporting for tax filings
- Audit financial data and report variances or discrepancies to the CFO
- Record expense allocations and inter-office financial activity
- Perform bank reconciliations for the firm’s operating and trust accounts
Financial Analysis
- Support budgeting, forecasting, and cash flow management initiatives
- Work alongside the Financial Analyst to produce monthly and ad hoc reports, including:
- Profitability and performance metrics
- Budget vs. actual variance analysis
- Analyze financial data and deliver actionable insights to leadership
- Assist in developing annual budgets and forecasts
- Track financial performance and identify trends, risks, and opportunities
Reporting to Leadership
- Provide regular updates to the CFO and leadership on:
- Cash position and daily balances
- Financial performance
- Compliance and risk considerations
- Support strategic decision-making through financial modeling and analysis
- Prepare executive-level summaries and reports as needed
Qualifications & Requirements
- Bachelor’s degree in Accounting or related field
- Minimum 5+ years of accounting and/or financial analysis experience, preferably within a law firm environment
- Strong knowledge of:
- General ledger accounting
- Financial reporting and analysis
- Budgeting and forecasting
- Legal billing and trust accounting practices
- Experience with legal accounting software (e.g., Aderant Expert) strongly preferred
- Proficiency in Microsoft Excel (advanced formulas, financial modeling, analysis)
Skills & Competencies
- Strong analytical and problem-solving skills
- Ability to interpret financial data and provide strategic insights
- High level of discretion and confidentiality
- Excellent written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Detail-oriented with strong organizational skills
Additional Notes
- This role supports a multi-state law firm environment and must be comfortable working with varying regulatory and tax requirements across jurisdictions
Prior experience with multi-office or regional accounting operations is highly preferred