Witherite Law Group Logo

Witherite Law Group

Senior Financial Analyst

Posted Yesterday
Be an Early Applicant
In-Office
Dallas, TX
Senior level
In-Office
Dallas, TX
Senior level
The Senior Financial Analyst will support financial performance through reporting, forecasting, and analysis, delivering insights for decision-making and collaborating across teams.
The summary above was generated by AI

Witherite Law Group (WLG) is a personal injury law firm specializing in motor vehicle accidents. Our vision is to improve the life of each person we serve. Whether it is for our employees, our clients, or our community, WLG puts people first, provides unmatched expertise, and displays integrity in every situation.  

Our attorneys and staff are committed to helping injured clients get the care and service they deserve. We take care of the complex legal work so that our clients can focus on recovery and getting their lives back. We are determined to help our clients get the settlement they deserve, and we will be by our client’s side every step of the way.  

This firm is a Top 100 Places to Work recipient and a National Top Workplace honoree. We are proud of these achievements and honored to be among this prestigious list of companies. Our culture is special. But you can’t just take our word for it...apply today and join the WLG family.  

Position Summary: The Senior Financial Analyst will play a key role in supporting the firm’s financial performance through accurate reporting, forecasting, and analysis. This position focuses on delivering actionable insights to help leadership make informed decisions. The ideal candidate is highly analytical, detail-oriented, and comfortable working with large data sets in a fast-paced professional services environment.

 Key Responsibilities

  • Assist with annual budgeting and monthly/quarterly forecasting, ensuring accuracy and alignment with firm objectives.
  • Prepare and maintain financial reports and dashboards, including revenue, expense, and profitability metrics.
  • Conduct variance analysis and identify trends, risks, and opportunities for improvement.
  • Support matter-level profitability analysis, including cost allocation and realization tracking.
  • Monitor cash flow drivers, WIP, and AR aging; provide insights to improve collections and working capital.
  • Develop and maintain financial models for scenario planning and ad hoc analysis.
  • Collaborate with Finance and Operations teams to ensure data integrity and process efficiency.
  • Assist in system reporting enhancements and automation using Excel and BI tools (Power BI/Tableau).

Qualifications

  • Education: Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or Master’s preferred.
  • Experience: Minimum 5 years of FP&A or financial analysis experience; law firm or professional services experience preferred.
  • Technical Skills:
    • Advanced Excel (pivot tables, formulas, modeling).
    • Familiarity with BI tools (Power BI, Tableau).
    • Experience with ERP or time/billing systems
  • Strong understanding of budgeting, forecasting, and financial reporting principles.
  • Ability to analyze complex data and present clear, concise insights.
  • Excellent organizational skills and attention to detail.
  • Strong communication skills and ability to work collaboratively across teams.

Physical Requirements:  

  • Office environment with normal business hours necessary to satisfactorily perform job functions.   
  • Stationary Position – Must be able to remain in a stationary position up to 50% of the time.  
  • Move or Traverse – This position needs to occasionally move about inside the office to access file cabinets, meeting rooms, office machinery, etc.  May occasionally ascends/descends the stairs to get to other floors, cafeteria and parking area.
  • Dexterity – constantly operates a computer and other office machinery such as a copy machine/printer.  
  • Move, Transport, Position, Put, Install, Remove - Occasionally moves supplies weighing up to 10 pounds for various presentation and event needs. 
  • Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information - The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
  • Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess - The ability to observe details at close range (within a few feet of the observer).

Benefits and Perks:

  • Medical, dental, vision
  • Company paid Life and AD&D Insurance
  • Company Paid STD (with no waiting period) and LTD Insurance
  • Option to purchase additional Life and AD&D Insurance
  • Voluntary Critical Illness, Accident, and Hospital Indemnity Coverage
  • 401(k) with company contributions
  • Paid Time Off
  • 10 Company Holidays 
  • Tuition Reimbursement

Please note that this job description is intended to outline the primary duties of the role and is not intended to be an exhaustive list. The job description is subject to change with or without prior notice, and that a reasonable accommodation may be requested to perform the essential functions of the job. 

WLG and its affiliated companies provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

WLG and its affiliated companies participate in E-Verify. For additional information please review the E-Verify Participation Poster and Right to Work Poster from the Department of Homeland Security. 

Top Skills

Excel
Power BI
Tableau

Similar Jobs

15 Days Ago
In-Office
115K-168K Annually
Mid level
115K-168K Annually
Mid level
Cloud • Information Technology • Machine Learning
The Fixed Asset Senior Financial Analyst supports fixed asset functions, collaborates on accounting processes, and ensures compliance with US GAAP.
Top Skills: Financial Analysis ToolsUs Gaap
4 Days Ago
In-Office
Mid level
Mid level
Energy
The Senior Financial Analyst will enhance corporate financial modeling, support budgeting and forecasting, and analyze variances for management reporting.
Top Skills: AnaplanMS OfficeOnestream
8 Days Ago
In-Office
Senior level
Senior level
Food • Retail
The Senior Financial Analyst conducts advanced financial analysis, forecasting, and strategic decision support, partnering with management to influence business operations and enhance performance.
Top Skills: ExcelPower BIPowerPoint

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account