Financial Analyst - Disability Law Group

About Disability Law Group

Every day we strive to foster a culture that is accepting, dynamic, and empathetic. Our clients are disabled and deserve the highest degree of service that we would be proud to deliver. Each client has a unique story with different needs that we must tend to with great care and attention from the very first phone call to the last. Our core values – listen, invest, vigor, empathy, and solutions – drive us to be better and do better for our clients. Our team consists of Receptionists, Law Clerks, Intake Administrators, Application and Appeal Specialists, Intake Specialists, Records Managers, Case Managers, and Attorneys.

We want our employees to be happy and healthy, internally and externally. To achieve this goal, we offer personalized feedback and programs based on the evolving needs of our employees. Some of our commonly praised programs include volunteer days, community clinics, high school scholarships, and regular firm meetings where we give recognition, share feel-good stories, and even play games for fun, among other culture-building activities and events. Our comradery and community involvement help us cultivate our mission, creating a stronger and more dynamic team while working together to help improve the lives of our clients.

About the role

Department: Finances

Reports To: Firm Partner's

Overview: The Financial Analyst will play a critical role in managing the financial records and day-to-day accounting functions of the organization. Reporting directly to the Firm Partner's and CPA, the Financial Analyst will be responsible for maintaining accurate financial records, processing transactions, reconciling accounts, and assisting with financial reporting.

The Financial Analyst's attention to detail, proficiency in accounting principles, and organizational skills will be essential in ensuring the integrity of the company"s financial information.

Key Responsibilities:

? Maintain accurate and up-to-date financial records, including ledgers, journals, and other accounting documents.

? Record daily financial transactions, including sales, purchases, receipts, and payments, ensuring proper categorization and documentation.

? Verify and post invoices, payments, and receipts.

? Reconcile bank statements and other financial accounts to ensure accuracy and identify discrepancies.

? Develop and maintain financial models and forecasts to support strategic planning, budgeting, and decision-making processes.

Financial Reporting:

? Prepare and generate regular financial reports, including income statements, balance sheets, and cash flow statements.

? Assist in the preparation of monthly, quarterly, and annual financial statements for management review.

? Conduct variance analysis to compare actual financial performance with budgets and forecasts, identifying and explaining variances.

Budgeting and Forecasting:

? Assist in the preparation of budgets and financial forecasts, working closely with department heads and senior management.

? Monitor budget vs. actual performance, providing insights and recommendations to improve financial performance and resource allocation.

? Implement budgeting tools and systems to streamline processes, improve accuracy, and enhance visibility into financial performance.

? Update financial models and projections to reflect changes in business operations and market conditions.

Compliance and Internal Controls:

? Ensure compliance with relevant accounting standards, regulatory requirements, and internal policies governing financial reporting and operations.

? Implement and maintain internal controls to safeguard financial assets and prevent fraud.

? Assist with internal and external audits, providing documentation and information as needed.

? Maintain up-to-date knowledge of relevant laws, regulations, and standards pertinent to financial and accounting operations.

? Establish and enforce financial controls and governance frameworks to safeguard assets, prevent fraud, and maintain data integrity.

Tax Compliance:

? Review tax documents, including sales tax returns, payroll tax filings, and other required reports to ensure compliance.

? Monitor changes in tax laws and regulations, ensuring timely and accurate compliance.

? Collaborate with external tax advisors to address complex tax issues and optimize tax strategies.

Financial Systems and Technology:

? Utilize accounting software and financial systems to process transactions and generate reports.

? Assist in the implementation and optimization of accounting software and other financial tools.

? Provide training and support to staff on the use of financial systems and software.

? Implement a system to track revenue, cash flow, and profitability metrics.

? Develop and maintain financial models and forecasts to support strategic planning, budgeting, and decision-making processes.

? Provide financial insights and recommendation to Firm Partner's based on analysis of key performance indicators (KPIs), financial metrics, and firm goals.

Cost Control and Expense Management:

? Develop cost accounting methodologies and systems to track and analyze costs by activity, department, area of law, and project.

? Collaborate with Firm Partner's to establish budgetary targets and expense controls, monitoring performance and variance.

? Track and analyze company expenses, identifying opportunities for cost reduction and efficiency improvements.

? Implement expense management policies and procedures to control spending and ensure budget adherence.

? Provide insights and recommendations on cost management strategies and expense allocation.

? Implement budgeting tools and systems to streamline processes, improve accuracy, and enhance visibility into financial performance.

Qualifications

Associate degree in accounting, finance, or a related field is required. Bachelor"s degree preferred.Certification such as Certified Bookkeeper (CB) or Certified Public Bookkeeper (CPB) is a plus.Professional Experience:Minimum of 3-5 years of experience in bookkeeping, accounting, or a related field.Proven track-record of maintaining accurate financial records and processing financial transactions.Experience with tax compliance and regulations.Skills and Competencies:Strong attention to detail and accuracy, with a commitment to producing high-quality work.Proficiency in accounting software (e.g., QuickBooks, Xero) and Microsoft Office Suite (especially Excel).Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.Effective communication skills, with the ability to explain financial information to non-financial stakeholders.Strong analytical and problem-solving skills, with the ability to identify and resolve discrepancies.Personal Attributes:Integrity, professionalism, and a commitment to ethical conduct in all aspects of work.Reliable and dependable, with a strong work ethic and dedication to maintaining confidentiality.Collaborative and team-oriented, with the ability to work effectively with colleagues across departments.Adaptability and willingness to learn, with a proactive approach to continuous improvement.

Note: The qualifications outlined above are intended to provide a general overview of the skills, experience, and attributes necessary for success in this role. Candidates with equivalent combinations of education and experience will also be considered.

The pay range for this role is:65,000 - 80,000 USD per year(Disability Law Group)

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