Financial Analyst

Ronald G. DeWitt, Jr., CPA, Registered Patent Agent

Financial Analyst

Financial Analyst

Birch, Stewart, Kolasch & Birch, LLP, a leading Washington, DC area Intellectual Property law firm, is seeking a Financial Analyst.  The Financial Analyst will be responsible for a wide array of financial analysis and reporting duties in a high production environment for IP prosecution.  This position will manage the accounting databases, produce reports needed throughout the Firm, improve automation of reports, provide support for the accounting system, and assist the Accounting Department as necessary.  The Financial Analyst will be a full-time, exempt position.

 Qualifications 

  • 4 Year degree in Accounting/Finance or related field preferred.
  • Minimum of 2-5 years of accounting, billing, or systems experience.
  • Report writing experience required.
  • Database systems management preferred.
  • Experience in an intellectual property law firm or professional services is a plu
  • Solid knowledge of technical tools such as excel and report writing.
  • SQL programming is a plus.

Other Requirements

  • Ability to maintain confidentiality.
  • Able to multitask by prioritizing tasks in a fast-paced environment and completing tasks under time pressure when necessary.
  • Strong attention to detail.
  • Fundamental knowledge of accounting/billing policies and procedures.
  • Normal BSKB business hours required.
  • Ability to work hours beyond the normal workday when necessary.

Responsibilities and Duties 

  • 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 new accounting system.
  • Use daily reconciliation report to resolve discrepancies between time entries in Carpe Diem and Accounting database (e.g., evaluate if discrepancy is due to time entry modification made by user, notify IT department of failed transfers from Carpe Diem)
  • 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.
  • Prepare productivity report on IP Paralegals.
  • Prepare reports, graphs, PowerPoint presentations for semi-annual partner meetings
  • Maintain current and historical data related to partner compensation
  • Prepare 3-Year and 5-Year Analysis on billings and hours worked
  • Prepare annual reports on billings by supervising timekeeper
  • Assist with processing staff & associate payrolls (semi-weekly) and partner payrolls (semi-monthly) as necessary.
  • Assist with 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 client, determine feasibility of client's request, help develop strategy for implementation.
  • Design and update invoice templates.
  • Other duties as assigned. 

Benefits:

Comprehensive benefits package to include medical, dental, and vision insurance. Paid time off and paid holidays. Firm wide annual events and business casual environment. Access to nearby metro and free parking offered.

Please email cover letter, resume and salary requirements to [login to unmask email]