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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced proficiency in financial analysis, internal reporting, and variance analysis, with a strong understanding of accounting principles and financial statements. Capable of leading finance teams, developing financial strategies, and utilizing tools like SQL and Power BI for data-driven decision-making.
Highest-signal resume keywords
Financial AnalysisSQL ProficiencyLeadership and People ManagementAdvanced Excel SkillsFinancial Strategy Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingVariance AnalysisTrend AnalysisKPI Framework DevelopmentBudgetingRevenue ForecastingExpense ForecastingData AnalysisStatistical ModelingScenario Evaluation
Soft Skills
LeadershipCoachingCommunicationCollaborationCritical Thinking
Tools & Technologies
Power BITableauExcelERP/GL SystemsTime & Billing Systems
Industry Keywords
FinanceFP&AProfessional Services EconomicsAccounting PrinciplesConfidentiality
Tech Stack
Tools & technologiesERPSQLTableau
About the role
Key responsibilities & impact- Oversee daily operations of the finance team
- Support development and execution of the firm’s financial strategy through financial and statistical modeling, scenario evaluation, trend analysis, and business-driver analysis
- Translate strategic priorities into operational plans, reporting packages, and analytics
- Prepare dashboards, trend analyses, executive summaries, and materials for senior leadership
- Assign, prioritize, and review finance team work to ensure timely completion and adherence to methodologies
- Provide coaching, mentorship, performance feedback, and professional development support
- Oversee recurring internal reporting for firm, practice groups, client segments, offices, and departments
- Develop and maintain dashboards, KPI frameworks, and management reporting tools; streamline and automate reporting
- Lead operational aspects of annual budgeting, reforecasts, and multi-period outlooks
- Prepare monthly and quarterly variance analyses and recommend actions
- Develop models for revenue and expense forecasting, headcount and compensation planning, productivity, and utilization
- Analyze practice group and office profitability, matter-level economics, staffing mix, leverage, and cost drivers
- Support working-capital analysis, including WIP and accounts receivable aging, dashboards, and collections metrics
- Lead operational finance transformation using Excel, BI tools, and SQL-based workflows
- Collaborate with Accounting, IT, and data teams to improve data quality and reporting
- Serve as a finance reporting and analysis contact for practice leaders, office leadership, and business professionals
- Respond to ad hoc requests from the Director of Finance, CFO, firm leadership, and internal stakeholders
- Assist with external industry publication and benchmarking survey materials
- Maintain strict confidentiality of firm and client information
Requirements
What you’ll need- Demonstrated leadership and people management skills; ability to supervise, coach, and develop high-performing teams
- Deep understanding of accounting principles and financial statements
- Working knowledge of SQL for data extraction and analysis
- Strong understanding of law firm or professional services economics and key performance drivers, or ability to learn these concepts quickly
- Strong analytical and critical thinking skills
- Ability to manage multiple priorities, meet tight deadlines, and perform effectively under pressure
- Exceptional written and verbal communication skills
- Commitment to ethical conduct, confidentiality, and organizational values
- Meticulous attention to detail and proactive, solutions-oriented mindset
- Ability to balance strategic thinking with hands-on execution
- Strong interpersonal and collaboration skills
- Sense of urgency and adaptability
- High level of integrity, professionalism, and credibility
- Ability to self-manage and work independently in remote, hybrid, and in-office settings
- Bachelor’s degree in Finance, Accounting, Economics, or related business discipline
- Minimum eight (8) years of progressive experience in finance, FP&A, or related analytical roles
- Minimum four (4) years of experience leading or supervising analysts or similar staff
- Advanced proficiency in financial analysis, internal reporting, and variance analysis
- Advanced proficiency with financial systems and analytics platforms, including ERP/GL and time & billing systems
- Advanced Excel skills, including complex formulas, pivot tables, financial modeling, Power Query, and Power Pivot
- Proficiency with Power BI, Tableau, Microsoft Word, Outlook, Teams, PowerPoint, and Excel
Benefits
Comp & perks- Employee support and advancement
- Inclusion-focused workplace
- Reasonable accommodations for individuals with disabilities
- Equal employment opportunity