Hybrid Financial Insights Manager bei Eckert Seamans Cherin & Mellott, LLC

Eckert Seamans Cherin & Mellott, LLC is currently seeking a Financial Insights Manager for its Pittsburgh, PA office. The ideal candidate will have 5+ years of experience in financial analysis & reporting along with familiarity in financial modeling, forecasting, and performance tuning. Experience with ERP systems, data warehouse architecture, and report automation tools is also required. Experience in a legal or professional services environment preferred.  

The Financial Insights Manager acts as a strategic and technical partner to the Chief Financial Officer, playing a critical role in financial reporting, dashboarding, data analysis, vendor collaboration, and the execution of special projects. This role requires a robust understanding of financial systems, data analysis, and visualization tools to generate actionable insights and enhance operational efficiency.

Primary Responsibilities:

Reporting & Analysis

• Prepare, automate, and analyze financial reports on a semi-monthly, monthly, quarterly, annual, and ad-hoc basis.
• Build, update, and maintain dynamic dashboards using Power BI, incorporating DAX and Power Query to visualize KPIs and financial trends effectively.
• Understand the characteristics of data sets and identify patterns; conduct variance analysis and scenario modeling to inform and support strategic decisions.

 Data Management & Technical Capabilities

• Design and manage SQL-based queries to extend and manage financial data from internal systems and data warehouses.
• Collaborate with IT and data teams to ensure data integrity and optimize data warehouses for reporting and analytics.
• Enhance financial data models and reporting frameworks using Power BI, Microsoft Fabric, Excel and other business intelligence tools.

 Report Automation

• Develop and implement automated reporting solutions to streamline recurring financial reports, minimizing manual effort.
• Utilize scripting, scheduling tools, and cloud-based services to ensure timely and accurate delivery of reports.
• Monitor and maintain automation workflows, resolving issues and optimizing performance.

 Cloud Vendor Coordination

• Serve as the finance liaison for cloud-based financial platforms and data services, ensuring service reliability and data security.
• Coordinate the resolution of financial systems related issues with internal IT and cloud vendor teams.

 Strategic Projects

• Partner with the CFO to manage and drive finance transformation initiatives and projects, including automation, predictive analytics, and modernization of reporting structures.
• Support implementation and optimization of financial systems and platforms.
• Assist in preparing materials for board meetings, partner presentations, and internal strategy sessions.

 Presentation & Communication

• Create executive-level PowerPoint presentations and visual narratives tailored for internal and external stakeholders.
• Translate complex financial and technical data into clear, actionable insights.
• Educate users on financial insights and measures, dashboard solutions, and available levers available to drive financial improvements.

 Skills/Abilities:

• Excellent communication, interpersonal, and customer service skills
• Exceptional analytical and problem-solving skills
• Strong organizational skills and attention to detail
• Display sound judgement
• Ability to function well in a high-paced environment
• Possess aptitude for learning new applications, systems, and processes
• Ability to build and maintain relationships

Education and Experience:

• Bachelor’s degree in Finance, Accounting, or related field; MBA or CPA preferred.
• 5+ years of experience in financial analysis, reporting, or related roles.
• Familiarity with financial modeling, forecasting, and performance tuning.
• Experience in professional services or law firm environments preferred.
• Advanced proficiency in Power BI, SQL, Excel, and PowerPoint.
• Experience with ERP systems, data warehouse architecture, and report automation tools. Experience with Elite 3E and Data Insights preferred. 

Benefits

• Generous PTO and holiday schedule
• Medical/Vision/Dental Insurance
• Hybrid work schedule
• Commuter Benefits
• Paid parental leave
• 401k plan

Physical Requirements:  Prolonged periods of sitting and working on a computer

Travel expectation:  None

Supervisory Responsibilities: N/A

Eckert Seamans is committed to providing equal employment opportunity to all employees and applicants without regard to race, color, religion, creed, sex, national origin, age, citizenship, marital status, sexual orientation, gender, gender identity or expression, disability or any protected military or veteran status. 

Eckert Seamans will not consider resumes submitted by external agencies or recruiters unless specifically requested and approved by an HR/Recruiting representative for this position.  Prior approval is required even if the agency or recruiter has an agreement in place with Eckert Seamans Cherin & Mellott, LLC.   An external agency or recruiter will not be compensated in any way for the submission of a candidate for this position if prior approval is not obtained.