Manager of Financial Planning and Analysis

About the Role

Thompson Hine LLP is seeking a Manager of Financial Planning and Analysis to provide financial acumen to leadership, focusing on growing revenue and improving profitability across offices and practice groups. This role involves business planning, client and attorney profitability analysis, and strategic decision-making.

Key Responsibilities

• Monitor performance of practices and offices; prepare and present to leadership or groups of lawyers.
• Participate in business planning, make observations and recommendations, and provide follow-up support on goals and initiatives.
• Coordinate, lead, and manage the overall timeline for the quarterly forecast process, including progress meetings with Finance personnel.
• Prepare the revenue and timekeeper compensation portion of the forecast.
• Work with the Controller to obtain operating expenses and prepare presentations for the CFO.
• Prepare, develop, and manage Business Unit Planning Goals reporting.
• Assist in analysis related to possible mergers or group acquisitions.
• Lead the finance analytical function for firm or departmental initiatives.
• Create and maintain data sources needed for analysis or reporting.
• Prepare profitability analysis, present findings, and follow-up as part of the Business Unit Profitability Initiative and Target Hours initiative.
• Develop self-service financial tools for other departments or management.
• Provide insights, analyses, or observations developed from an understanding of Thompson Hine and/or the legal profession.
• Prepare or deliver presentations on various financial topics.

Requirements & Tech Stack

• Excel
• Tableau
• Quantrix
• Xcelerate
• Microsoft Excel (advanced knowledge including sorting, filtering, subtotals, functions, charts/graphs)
• PowerPoint
• Analytical tools, statistical analysis tools, or data mining tools
• Database or other analytical or reporting software

Qualifications

• B.S. or B.A. in Business or Accounting required.
• CPA or MBA preferred.
• Up to 10 years of experience in finance or an accounting function.
• Experience preparing or interpreting financial statements.
• Experience analyzing financial trends and variances.
• Experience in the professional services industry in a client-facing capacity preferred.
• Experience with Microsoft Excel, Tableau, or Quantrix.
• Experience working with large data sets.
• Experience with PowerPoint and creation/presentation of content.
• Understanding of management accounting, including volume/variance analysis, cost accounting, and general CPA terms.
• Working understanding of data types and functions (text, lookup) and data structures (tables, queries, reports).
• Ability to interpret financial statements and identify potential issues and solutions.
• Ability to set reasonable expectations, be flexible to changing priorities, and manage changing deadlines through communication.
• Ability to establish quality review processes to ensure data accuracy and relevance.
• Ability to work as part of a team, cooperating and developing working relationships between various departments, firm personnel, and clients.
• Must use good judgment in maintaining confidential information and communicating with others.
• Excellent customer service skills and telephone etiquette.
• Regular attendance and punctuality.
• Interpersonal skills to communicate and follow instructions effectively from a diverse group of clients, attorneys, and staff.
• Ability to handle tasks under pressure.
• Ability to adjust work schedule to work other hours as required.
• Growth mindset to enhance emotional intelligence, empathy, and understanding of inclusion and belonging practices.