Senior Management Reporting Analyst

Baker Botts


Date: 13 hours ago
City: Mesquite, TX
Contract type: Full time
Baker Botts L.L.P. has an immediate need for a Senior Management Reporting Analyst to join our Financial Services Department. Under the direction of the Director of Financial Services and other department leadership, The Senior Management Reporting Analyst is a role primarily responsible for providing coordination, oversight and leadership on various critical management reporting processes and tools. This position will also work closely with the Chief Financial Officer, Chief Practice Management Officer, and IT/BPS staff. This is a Firmwide, full-time, fully remote, exempt position with excellent benefits and can reside in our Austin, Dallas, or Houston offices.

Essential Duties And Responsibilities

  • Ownership of the Partner Statistics reporting process, including ensuring necessary data is loaded annually, validating information on reports, publishing reports for the Executive Committee as part of the annual partner compensation process, working with the IT/BPS team to implement enhancements or changes as requested, responding to requests related to reports and coordinating issue review and resolution
  • Supports the Firm as a subject matter expert on the Spotlight profitability dashboard and cubes, including leading data validation and testing efforts related to issues, updates or customizations, identifying areas for potential enhancement, managing vendor relationships and work, creating system documentation and training end users as needed
  • Plays a key role in the coordination and rollout of additional management reporting and dashboard offerings, features and functionality (e.g., mobile capabilities, modernized dashboard platforms)
  • Assists with coordination and overall rollout of Financial Services system initiatives, including Aderant upgrades and rollout of new cloud modules
  • Manages the budget and forecast for Financial Services business systems
  • Power user and system administrator for application security and access for Aderant and Spotlight applications, including evaluating new user requests to determine appropriate access, creating, maintaining and auditing security policies and work groups, working with the BPS team to implement automation where possible, and troubleshooting security-related issues
  • Leads reporting and data-related projects initiated in Financial Services and/or Practice Management, from project initiation to project completion
  • Provides financial analysis and content to CFO as needed for various financial presentations to management and the partnership
  • Works in close coordination and collaboration with IT/BPS team (and vendor resources) on reporting and other financial system initiatives requiring development work. Assists in reviewing requests and providing guidance on prioritization based on departmental needs.
  • Develops and maintains reporting/data ecology documentation, identifying redundancies and omissions of critical information and making recommendations to address challenges
  • Prepares quarterly and annual loan covenant compliance documents for the Firm’s banks; assists as needed with other banking data requests
  • Provides guidance and oversight for benchmarking surveys (e.g., AmLaw, Citibank, Wells Fargo, Texas Lawbook), including submission review and providing select data as requested
  • Serves as a backup administrator for the Spotlight profitability tool and processes
  • Serves as a backup for the budget and forecasting processes, including being backup administrator for Xcelerate application
  • Other business duties, projects and ad hoc analysis as assigned


Core Competencies

  • Must be reliable and a self-starter.
  • Strong communication skills, both oral and written, and ability to work on teams across geographies (when necessary).
  • Ability to work well in high pressure environments.
  • Ability to organize and prioritize numerous tasks to perform essential duties of the position under time constraints and with frequent interruptions.
  • Ability to organize and manage large volumes of data.
  • Ability to work well with internal and external clients and build relationships with individuals at all levels of an organization.
  • Strong organizational skills, problem solving skills and attention to detail.
  • Strong work ethic, high degree of integrity and ability to maintain strict confidentiality.
  • Willingness to take full ownership of assignments.


Knowledge & Skills

  • Bachelor’s degree in Accounting, Finance, Business Analytics or a related field required
  • MBA or equivalent strongly preferred
  • CPA strongly preferred
  • 7+ years of experience in accounting, finance or management reporting in a professional services or corporate environment
  • Experience with Elite Enterprise/3E, Aderant Expert, and/or Redwood or Spotlight Analytics software systems preferred, but not required
  • Strong analytical and quantitative skills coupled with solid financial and business acumen
  • High proficiency in Microsoft Excel required
  • Strong attention to detail and self-review capabilities are a must
  • Ability to effectively communicate, collaborate and exhibit professionalism across all levels of staff, management and partners
  • Team player with a customer-centric attitude
  • Excellent work ethic with ability to handle multiple priorities and excel in a deadline-driven environment


Physical Demands

  • Must be able to lift boxes of files weighing approximately 15 pounds.
  • Must be able to routinely lift and carry file folders weighing up to 5-10 pounds.
  • Must be able to spend long periods of time working at computer workstation.
  • Must be able to lift, squat, kneel and bend.


Work Conditions And Environment

  • Position is full-time and requires a five-day work week and standard hours as outlined in the Firm policy manual. Work sometimes requires more than the regularly scheduled hours per week to perform the essential duties of the position.
  • This position is full remote.
  • Must be available to work overtime, including weekend hours, when necessary to meet established deadlines or stay current with occasional peaks in workload. Must be willing to change regular work schedule to meet the needs of the Firm.


Baker Botts is committed to cultivating a culture where our attorneys and staff thrive professionally and personally. We are proud to offer a comprehensive benefits program designed to support and enhance the overall wellbeing of our employees and their families.

Baker Botts L.L.P. is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, gender, sex, age, religion, creed, national origin, citizenship, marital status, sexual orientation, disability, medical condition, military and veteran status, gender identity or expression, genetic information or any other basis protected by federal, state, or local law.

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