Job Description

Become part of the Parker Poe team that – for more than a century – has represented many of the Southeast’s largest companies and local governments. We are a tight-knit firm that values the person beyond the lawyer or professional. Because of this, in addition to structured integration efforts, you will find that mentorship, professional development, and internal referrals happen organically. If you want to join a collaborative team providing sophisticated legal services – without losing sight of our calling to give back to our communities – this is the place to be.

The Financial Systems Analyst is responsible for identifying, using and interpreting appropriate financial data to develop, modify, and update reports to support attorneys and other internal clients. The Analyst will also serve as back-up support for the day-to-day administration of the Firm's financial systems and applications to ensure proper functionality and data integrity. The Financial Systems Analyst is an exempt administrative position will report to the Financial Systems Manager.
May require after-hours and weekend support to repair and/or maintain systems, as well as respond to urgent data requests. This position is available to our Charlotte, NC office location. This position may be eligible for hybrid work arrangements after an initial period of employment.
Primary Duties and Responsibilities
• Gathers and analyzes current data to help management resolve issues and make decisions.
• Responds to reporting and inquiry requests for all Firm departments.
• Develops custom analytics to support attorneys and other internal departments using various tools and systems such as T-SQL, SQL Server Reporting Services (SSRS), iManage (Document Management System), Microsoft Power BI, Excel, and Elite products (3E, Workspace, Paperless Proforma, Image Connect).
• Assists in month-end financial balancing and reporting, prepares profit/cost rate models, and responds to financial survey data requests.
• Maintains attorney credit assignments for clients and matters.
• Assists billing department with implementation and reporting on rate setups and increases.
• Partners with IT on technical maintenance and functionality of financial systems applications to ensure continuous operational quality and reliability.
• Oversees system security by authorizing access to users through design and/or modification of security profiles.
• Functions as a financial systems subject matter expert and provides technical and application support to financial application users.
• Coordinates and provides end-user training as necessary.
• Maintains up-to-date system/process documentation and procedural guidelines.
• Participates on project teams for system enhancements, product customizations, upgrades, and evaluation and implementation of new systems.
• Identifies and recommends ways to improve financial reporting, data analytics, and process improvements to positively impact overall operational effectiveness.
• Manages vendor, service provider, or consultant relationships as assigned. Collaborates to maintain systems and services, resolve support incidents, and complete projects. Acts as liaison for accounting sub-departments.
• Maintains user master files for hires, departures, and periodic changes. Updates setups accordingly for internal movement.
• Adheres to all Firm policies, procedures, standards and guidelines.
• Performs other duties as assigned by management.
Requirements
• Minimum of two years of professional experience in a finance role or related discipline and a bachelor’s degree in finance, accounting, computer science, mathematics, or related field, or the equivalent combination of education and job experience.
• Strong proficiency with business intelligence systems and reporting software required; T-SQL, SQL Server Reporting Services (SSRS), and Microsoft Power BI preferred.
• Expertise with billing, timekeeping and expense report systems preferred.
• Knowledge of structured query language (SQL) and in-depth knowledge of financial, time entry, budgeting and cost recovery applications required.
• Experience working in a law firm or professional services firm preferred.
• Substantial analytical, evaluative, statistical examination, data mining/collection, and problem-solving skills.
• Excellent project management skills and demonstrated ability to organize and prioritize workload and consistently meet deadlines.
• Demonstrates attention to detail, accuracy and confidentiality.
• Exceptional interpersonal and customer service skills. Develops and maintains effective working relationships with employees, attorneys, clients, vendors, and the public.
• Highly self-motivated and self-directed. Works independently with minimal supervision.
• Overcomes major obstacles and recognizes when issues should be escalated, or a senior peer needs to be consulted. Demonstrates independent judgment and is expected to provide guidance and cross-training to others.
• Proficiency in Microsoft Office Suite including creating and utilizing spreadsheets as well as accounting system applications.
• Exhibits initiative and innovative thinking and drives best practices.
• Strong skills in business and technical requirements analysis, business process modeling/mapping, methodology development, and data mapping.
• Communicates ideas both verbally and in written form in a clear, concise, and professional manner to all levels of technical and non-technical personnel.
• Familiarity with generally accepted accounting principles as well as company accounting policies, procedures and standards.
• Occasional travel is required.

Parker Poe is an Equal Opportunity Employer and makes recruitment, employment, promotional and all other personnel decisions without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, disability, veteran status or any other characteristic protected by law.