Financial Analyst

UB Greensfelder is seeking a Financial Analyst. The Financial Analyst supports firm leadership by delivering insightful financial analysis, budgeting, forecasting, and reporting that enhances decision-making across the organization. This role goes beyond standard variance analysis, focusing on building scalable, value-added reporting that improves visibility into attorney performance, profitability, and operational efficiency. The Analyst will work closely with the Senior Financial Analyst and Director of Finance to translate financial data into actionable insights. UB Greensfelder LLP is an Am Law 200 law firm dedicated to exceeding client expectations and delivering superior, customized legal solutions. The firm's attorneys advise regional, national, and global businesses on a wide range of sophisticated legal matters across more than 25 specialized practice and industry groups. Renowned for its best-in-class client service and litigation excellence, UBG was named "2025 Ohio and Missouri Firm of the Year" by Benchmark Litigation and consistently earns top-tier accolades from Chambers and Partners. Established in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C., UB Greensfelder has quickly emerged as a super-regional powerhouse firm in the Midwest and in top-tier business centers. For more information, please visit www.ubglaw.com . Our Business Begins With You®.

Position responsibilities include:

Support the annual budgeting and periodic forecasting processes, including headcount, revenue, and expense projections. Assist with attorney compensation analyses, including performance metrics, trend analysis, and benchmarking. Perform profitability analysis at the matter, client, practice group, and attorney levels (e.g., realization, utilization, leverage, rate performance). Develop and maintain financial reports and dashboards that highlight drivers of performance. Provide ad hoc financial analyses and reporting in response to management and leadership requests. Ensure data accuracy, consistency, and clarity across all reporting outputs. Apply critical thinking and problem-solving skills to identify trends, risks, and opportunities embedded in financial data. Partner with operational and legal teams to understand business needs and tailor analyses accordingly. Proactively suggest improvements to reporting, processes, and data usage. Work with financial and practice management systems to extract, validate, and analyze data. Assist with technical integrations between financial systems, time and billing platforms, and reporting tools. Document reporting logic and assumptions to support scalability and continuity. Other finance duties and special projects as assigned.

Qualified applicants will have:

Bachelor's degree in Finance, Accounting, or a related field. 2-4 years of financial analysis experience; professional services or law firm experience preferred. Strong Excel skills; experience with BI tools (e.g., Power BI, Tableau) a plus. Demonstrated ability to think analytically, ask thoughtful questions, and communicate findings effectively. Detail-oriented with a strong sense of ownership and accountability. UB Greensfelder provides top-quality, sophisticated legal services, serving business clients ranging from small entrepreneurs to international companies. Our work environment is business casual and we offer a competitive compensation and benefits package, which includes medical/dental/vision, 401(k) with employer contribution, short and long-term disability plans, life insurance, well-being initiatives, and paid parental leave programs. If you desire to work in a truly people-focused environment for a firm that values its employees, then UB Greensfelder is the firm for you. UB Greensfelder recognizes the importance of forming inclusive teams of attorneys and staff to foster an environment where creative solutions are made for our clients, and all have the opportunity to thrive and succeed. We encourage candidates from a variety of backgrounds to apply to be a part of our team.