Job Title

Senior Financial Analyst (SQL)

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Job Description

Our client is a well-established professional services firm and seeking a Senior Financial Analyst with SQL experience. The Sr. Financial Analyst compiles and analyzes financial data to assist the Director of Finance and Chief Operating Officer in strengthening the financial position.


  • Act as the internal expert on Firm’s ERP/financial system;
  • Write SQL query to extract data from ERP to Excel for financial analysis;
  • Develop integrated revenue/expense analyses, projections, reports, and presentations;
  • Improve financial status by analyzing results, monitoring variances, identifying trends, and recommending actions to management;
  • Reconcile transactions by comparing and correcting data to improve data integrity and accuracy;
  • Increase productivity by developing automated accounting applications and coordinating information requirements;
  • Create and analyze monthly, quarterly, and annual financial reports;
  • Support the timely preparation, interpretation, and analysis of Firm financial data and statements which cover revenue, earnings, and profitability at the client and matter/project levels;
  • Manage the preparation of the Firm’s annual budget and quarterly reforecasts;
  • Manage various analytical projects with the Chief Operating Officer and Director of Finance;
  • Coordinate and communicate effectively with Firm personnel and external contacts such as banking and accounting professionals, clients, vendors, attorneys, and all levels of management;


  • Bachelor’s degree required, preferably in accounting, business, finance, or mathematics;
    CPA or MBA is a plus;
  • 5-8 years of Finance and Accounting experience in Professional industries like Law or CPA Firm;
  • Strong background with report writing and using SQL to pull data from accounting and billing system databases;
  • Advanced Excel skills, intermediate SQL skills;
  • Systems conversion or implementation experience a plus;
  • Pricing and Strategic Planning experience highly desired.
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