Manager of Financial Planning and Analysis

Please note that Jackson Walker is not currently accepting search firm submissions in connection with this opening.

Manager of Financial Planning and Analysis

FLSA Status: Exempt

Department: Accounting

Reports To: Director of Finance

Jackson Walker, the largest law firm in Texas, has an exciting full-time employment opportunity for a Manager of Financial Planning and Analysis in our Dallas office. Under the direction of the Director of Finance, the Manager of Financial Planning and Analysis is responsible for assisting with the administration and development of the Firm budget, managing reporting packages (month end, Practice Group, Firm, ad hoc, etc.), managing compensation reporting packages, and managing financial statement preparation. This position is a leading role at the firm for matter planning, alternative fee proposals, 3rd party surveys, administration of the Professional Liability renewal and all other general reporting requests. This position is tasked with delivering timely, useful information to key decision makers at the firm.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Develop, analyze, and consolidate department and office budgets into a Firm budget. Budgets include personnel, billing rates, realizations, cash collections, compensation, and other operating expenses.
• Assist Department Head and Office Managers with the review and preparation of expense budgets and ensure that the budget data submitted is reasonable and accurate.
• Manage delivery of monthly Management Committee reporting package for use by firm leaders for Firm, office, and attorney performance analysis.
• Manage the compilation of monthly reports specifically designed or requested by Practice Groups, Marketing, Department, and Office leaders.
• Manage the compilation of annual compensation information for use by Compensation Committee and Senior Managers.
• Manage and prepare modeling for attorney compensation methodology and proposed changes.
• Manage the development and implementation of a profit methodology for timekeepers and clients.
• Manage the compilation and delivery of 3rd Party survey requests.
• Manage the administration and training of Business Intelligence software including attorney dashboards, Spotlight, SSRS and associated financial reporting software.
• Oversee the administration of the annual Professional Liability application process and compilation of annual Workers Comp, Fiduciary, Crime, Property and Casualty, and Cyber Insurance renewal forms.
• Manage updates and content maintenance on the Partner Portal.
• Respond to specific department report requests (e.g., Firm, PG, Office, Marketing, B&C, etc.)
• Develop scenarios and models to assess financial impact and profitability of pricing proposals, and assist in the development of creative, workable pricing solutions in response to client demands, including alternative fee arrangements.
• Monitor performance of pricing arrangements against established goals and key