Job Description
Financial Analyst The candidate will be responsible for a wide array of analysis and reporting duties in a high production environment for IP prosecution. Manage the accounting databases, produce reports needed throughout the Firm, improve automation of reports, provide support for the accounting system, and assist the accounting and billings groups as necessary. Database management and problem-solving with respect to accounting databases. Maintain and help improve automation of offline excel accounting and billing databases. Work with administrators/developers of the docketing and other firmwide systems to enhance consistency and integration with the accounting databases. Interface with outside developers to address software errors with accounting databases or to create customized bill templates and reports. Assist with firm-wide user support and troubleshoot issues with time and billing database (proforma errors, etc.). Produce and improve automation of numerous reports used throughout the Firm. Assist with conversion to the new accounting system. Use daily reconciliation report to resolve discrepancies between time entries in Carpe Diem and Accounting database (e.g., evaluate if the discrepancy is due to time entry modification made by the user, notify IT department of failed transfers from Carpe Diem, etc.). Prepare ad hoc reports on client/assignee activity for partners as needed (e.g., Top 200 Clients, Top 200 Assignees, Billings by Types of Work, Billings by Country, etc.). Prepare extensive productivity reports as requested (e.g., client/timekeeper billing productivity and hours worked/billed.). Provide ad-hoc data relating to accounting and billing activities as requested. Prepare associate productivity reports. Maintain and prepare Counsel agreements and periodic reconciliations. Set up, maintain, and update timekeeper billing rates, minimum fixed fees, GS fees as needed. Prepare monthly Accounts Receivable report and schedule of bad debt; productivity report on IP Paralegals; reports, graphs, PowerPoint presentations for semi-annual partner meetings; 3-Year and 5-Year Analysis on billings and hours worked; annual reports on billings by supervising timekeeper. Maintain current and historical data related to partner compensation. Assist with processing staff and associate payrolls (semi-weekly) and partner payrolls (semi-monthly) as necessary. Assist with the annual budget process. Support the accounting and billing groups as necessary. Participate in meetings involving new special billing arrangements or billing guidelines/procedures requested by the client, determine the feasibility of the client's request, help develop a strategy for implementation. Design and update invoice templates. Other duties as assigned.
