Senior Financial Analyst Job at The Phoenix Group, New York, NY

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  • The Phoenix Group
  • New York, NY

Job Description

Role Overview

As a Senior Analyst, you’ll work closely with the Partnership Accounting Manager to manage partner financial records, oversee profit distributions, and respond to inquiries from partners and internal finance teams. You’ll play a key role in improving processes, ensuring accuracy, and mentoring junior analysts.

Key Responsibilities

  • Maintain and interpret partnership agreements, focusing on financial obligations and retirement provisions.
  • Process and review partner distributions, deductions, and tax adjustments with precision and timeliness.
  • Update payroll systems for new and existing partners, including benefits and direct deposit details.
  • Coordinate with HR, Benefits, Payroll, and Retirement teams to ensure accurate contributions and deductions.
  • Handle special income arrangements, partner status changes, and FTE adjustments.
  • Prepare multi-currency distribution schedules for international offices and ensure timely wire transfers.
  • Collaborate with global finance managers to resolve discrepancies and maintain accurate records.
  • Respond promptly to partner inquiries and provide clear, detailed explanations.
  • Identify and implement process improvements to enhance efficiency and accuracy.
  • Support profit distribution analysis and reporting across multiple teams.

What We’re Looking For

  • Bachelor’s degree in Finance or Accounting; advanced knowledge of partnership finance preferred.
  • 5+ years of experience in finance within a global law firm or professional services environment.
  • Strong understanding of partner compensation processes and best practices.
  • Advanced Excel skills, including complex formulas and data manipulation.
  • Ability to manage multiple priorities under tight deadlines with minimal supervision.
  • Excellent communication and relationship-building skills.
  • Detail-oriented, organized, and proactive in problem-solving.
  • Willingness to work overtime when necessary.

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

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