Financial Analyst at Modern Family Law

Palo Alto, California, United States -

Full Time

Start Date

Immediate

Expiry Date

25 Feb, 26

Salary

119000.0

Posted On

27 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Forecasting, Data Analysis, Budgeting, Power BI, Microsoft Excel, Communication Skills, Analytical Mindset, Detail-Oriented, Process Improvement, Automation, Cross-Functional Collaboration, Compliance, Reporting, Client Service Skills, Adaptability, Reliability

Industry

Law Practice

Description

Modern Family Law, a rapidly expanding national family law firm, is seeking an experienced Financial Analyst to join our team. The Financial Analyst will provide financial insights, forecasting, and data-driven recommendations to support strategic decision-making across a multi-location law firm. This role is critical to ensuring accurate financial planning, operational efficiency, and compliance. This role serves as the operational owner of the forecasting and financial analysis process, ensuring timely, accurate, and well-structured financial outputs that enable strong executive decision-making. Modern Family Law offers competitive compensation, a wide range of benefits, and a culture built on family values. This role is remote, but the Financial Analyst must reside in California. Key Responsibilities: Financial Forecasting & Analysis Collect, validate, and consolidate monthly forecasts for 13+ locations to support firm-wide financial planning. Analyze trends and variances; proactively identify and notify CFO of risks and opportunities. Assist in budgeting cycles and ongoing revenue/expense analysis. Serve as the firm’s primary point of coordination for forecasting inputs from Operations, HR, Billing, and other departments, ensuring completeness and timeliness. Data, Systems & Automation Extract and interpret data from core systems to generate actionable insights. Support process improvement and automation initiatives, including Power BI implementation. Build and maintain data workflows that enhance visibility and decision-making. Continuously enhance forecasting tools, models, and automation pipelines to reduce manual effort and increase forecasting accuracy. Cross-Functional Collaboration Partner with Operations, HR, Billing, and other departments to ensure accurate data inputs. Participate in cross-departmental training and knowledge-sharing sessions. Compliance & Reporting Support internal controls and compliance-related tasks. Prepare recurring and ad-hoc financial reports for leadership. Strategic Support Complete special projects and analyses as assigned by the CFO. Other duties as assigned. As Modern Family Law operates as a remote-first firm, all employees are expected to maintain a professional home workspace with a reliable internet connection and to be available during normal business hours. 2–3 years of financial analysis experience in a mid- or large-size organization. A Bachelor’s degree is required. Comfortable working with multiple systems and large datasets. Ability to work extended hours during peak financial cycles or special projects. Demonstrated ability to manage recurring financial cycles independently and ensure deadline-driven deliverables without extensive oversight. Technical Skills and Competencies: Technical Skills Advanced proficiency in Microsoft Excel and familiarity with Microsoft Suite (Word, PowerPoint). Experience with Power BI strongly preferred. Ability to build, maintain, and troubleshoot forecasting models, templates, and data workflows. Behavioral Competencies Strong analytical mindset with ownership mentality. Detail-oriented, dependable, and adaptable in a fast-paced environment. Excellent communication skills; able to interact professionally with all levels of personnel, including management and support staff. Ability to manage multiple priorities and work under minimal supervision. Proactive self-starter who understands details within a larger context. Demonstrated reliability and ability to learn new technology quickly. Excellent client service skills; organized and able to handle multiple matters simultaneously. Flexibility to respond quickly and positively to shifting demands and deadlines. Mandatory Notices for Applicants: ADA Compliance: Candidates must be able to perform the role with or without reasonable accommodation. Requests for accommodation should be made to the Director of People & Culture in advance. Compensation and Benefits: Salary Range: $99,000 - $119,000, adjusted for experience, location, and job-related factors. This range is a reasonably reliable estimate of the base salary that this individual is expected to receive. Actual pay will be adjusted based on experience, location, and other job-related factors permitted by law. Comprehensive benefits package includes health insurance, HSA/FSA options, short-term and long-term disability, dental and vision care, life insurance, 401(k), vacation, sick time, and access to an employee assistanceprogram. Additional voluntary benefits include accident insurance, life insurance, disability insurance, critical illness insurance, long-term care insurance, and pet insurance. Commuter and transit benefits may be available in some locations. Modern Family Law will consider all qualified applicants with arrest or conviction records. Modern Family Law is committed to diversity and inclusion in the workplace and has zero tolerance for harassment of any kind. Individuals seeking employment at MFL are considered without regard to their race, color, religion, sex, sexual orientation, gender identity, transgender experience, national origin, age, marital status, ancestry, disability, military status (including discharge status), genetic information, or any other protected class status as set forth by local, state, and federal law.

Responsibilities

The Financial Analyst will provide financial insights, forecasting, and data-driven recommendations to support strategic decision-making across a multi-location law firm. This role is critical to ensuring accurate financial planning, operational efficiency, and compliance.