IMS Legal Strategies serves trusted law firms and corporations worldwide to elevate strategies and protect reputations. IMS provides comprehensive solutions for complex legal and business matters, including specialized advisory and analytical support, global expert witness services, data-driven litigation consulting, powerful visual advocacy, and flawless presentation technology. As a strategic partner for the full case lifecycle, we work collaboratively with clients to uncover and analyze core arguments, develop a strong story around key themes, and deliver compelling presentations that reinforce the narrative.

IMS offers a fully integrated international team with decades of practical experience in more than 45,000 cases and 6,500 trials. We are driven to help clients overcome challenges and achieve the best possible results. Together, we win. Visit imslegal.com for more.

JOB SUMMARY:

The Sr. Financial Analyst is a key new role in the Finance team and will be involved in critical strategic initiatives such as strategic financial planning & analysis, budgeting, reporting, business case development, and supporting acquisitions efforts. We are looking for a detail-oriented and analytical/strategically minded Sr. Financial Analyst to join our team. The Sr. Financial Analyst’s responsibilities include assisting with the financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis as may be required by leadership. As the Sr. Financial Analyst, you will also be responsible for providing department teams with financial guidance and assisting with the monthly close process.

To be successful in this role you should be able to perform a variety of financial activities including planning, analysis, budgeting, and reporting. You should also have strong analytical, organizational, and problem-solving skills and be able to present financial information and models in a concise and easily understandable manner. 

ESSENTIAL DUTIES & RESPONSIBILITIES: 

• Reviewing and analyzing financial statements and reports, consolidating the monthly reporting package 
• Tracking KPIs and preparing financial reports 
• Manage the annual budget process, work with budget leaders, compile budget submissions 
• Assist in preparing budget presentations to executive leaders and the Board 
• Understanding and reporting on key business drivers 
• Assisting department heads with financial guidance 
• Developing financial projections and building complex financial models using Excel 
• Performing research and analysis as required 
• Variance explanations 
• Monthly and quarterly forecasting, manage forecasting models 
• Track and update Direct & Indirect headcount roll-forwards 
• Cash forecasting 
• Assist with quarterly Board presentations 
• Variable compensation and bonus calculation modeling 
• Other ad-hoc analysis & modeling support 

SKILLS & EXPERIENCE: 

• Strong organizational and multitasking skills 
• Excellent communication, interpersonal, and presentation skills 
• Detail-oriented and able to perform in a fast-paced environment 
• Sense of urgency and committed to meeting deadlines & deliverables 
• Strong analytical thinking and problem-solving skills 
• Embraces continuous improvement and learning 

EDUCATION & TECHNICAL REQUIREMENTS: 

• Bachelor's degree in finance, accounting, or a related field 
• 2 - 7 years of experience in financial planning, analysis, and modeling in a fast-paced growth stage company with multiple lines of business 
• Advanced Excel skills required 
• Experience in Private Equity portfolio company preferred 
• Big 4 or similar experience preferred 
• Experience with Intacct and/or NetSuite a plus 

LOCATION:

• This position is 100% remote that supports east to west coast time zones

Our Employer Value Proposition Includes 

• A competitive compensation package with 401K match 
• Flexible PTO and 12 paid holidays 
• Robust Health & Welfare Benefits including medical, dental, vision, HSA, short term disability, long term disability, and life insurance, all with generous company contributions 
• Career development programs supported through an integrated Learning Platform 
• Talent Identification Program to recognize and reward our high performing, high potential team members through career growth opportunities and unique development experiences 

IMS Legal Services is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.