Financial Analyst / Senior Accountant

Job Description

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 Fort Lauderdale 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