Oversees the IS annual budgeting, monthly forecasting, reporting and analysis processes.
PRINCIPAL DUTIES AND RESPONSIBILITIES*
Leads the IS annual project and operating budget process.
Engages with Cost Center Owners (CCOs) and Project Managers (PMs) to complete this process; provides assistance in the documentation and defense of their budgets.
Leads the IS monthly project and operating forecast process. Engages with CCOs and PMs to understand trends and expected variances to the budget.
Leads the annual IS capital budget and reforecasting process.
Develops and prepares capital and operating budgets and forecasts.
Reviews budgets, forecasts, reports and analysis done by others in the department and provides direction.
Oversees the production of IS monthly financial reports.
Leads financial reviews with IS management.
Develops communications of IS financial guidelines and deadlines to CCOs.
Prepares pre-close monthly variance reporting to Finance.
Examines capitalized development work in process balances to ensure proper classification and timely start of depreciation.
Analyzes expense data to highlight trends and potential areas of concern. Proactively performs in-depth research and analysis to draw conclusions and propose recommendations for process and expense improvements.
Implements approved recommendations for process and expense improvements.
Designs trending reports and metrics for IS Management.
Develops and implements templates, forms and tools to support financial processes.
Develops financial models to support decision making on proposals.
Leads complex financial analysis projects.
Reviews charters, provides guidance to preparers on proper designation of expenses, validates assumptions and analyzes variances to prior years and current year budget.
Completes external surveys and benchmarks for the IS department.
Ensures appropriate information is shared and works with others throughout IS to complete the surveys. Keeps records of same.
Coaches, advises and trains less experienced staff in the areas of budgeting, forecasting, reporting and financial analysis
Acts as Liaison to Finance.
Contributes to the Firm's overall initiative to consistently improve its image internally and externally. Displays professionalism, quality service and a "can do" attitude to internal members/departments of the Firm as well as external clients and vendors via electronic and print correspondence, over the telephone and in-person.
Other duties as assigned.
Excellent analytical and problem-solving skills.
Excellent business math skills including application of statistical concepts. Excellent organizational skills, attention to detail and accuracy.
Ability to work successfully with minimal supervision in an atmosphere of multiple projects, shifting priorities and deadline pressure.
Ability to plan, track and follow through to ensure timely completion of tasks.
Ability to respond to requests with a heightened sense of urgency.
Ability to maintain confidentiality and discretion of sensitive information.
Ability to exercise sound judgement and independently work through complex issues.
Ability to clearly communicate complex concepts to a wide-range of audiences.
Ability to interpret financial information and convey to non-financial managers.
Ability to investigate and explain unusual variances and shifts in operating trends.
Ability to apply continuous improvement methodologies.
Solid project management skills.
Excellent oral and written communication skills to communicate and coordinate with others on routine and non-routine issues.
Excellent interpersonal skills to work effectively with people at all levels, both inside and outside WilmerHale.
Excellent presentation skills to explain financial results and recommend actions. Ability to vary presentation based on audience.
Strong teamwork skills, ability to work cross-functionally and across multiple levels of the organization.
Strong Microsoft Excel, Word, and PowerPoint skills.
Bachelor’s degree, preferably in Finance, Accounting or Business Administration. MBA is a plus.
Minimum three years’ financial analysis, financial modeling, forecasting and budgeting experience.
Minimum three years’ experience with Excel, intermediate to advanced level skills.
Strong finance background with knowledge and application of accounting principles.
Wilmer Cutler Pickering Hale and Dorr LLP (WilmerHale) provides legal representation across a comprehensive range of practice areas that are critical to the success of its clients. The law firm’s leading intellectual property, litigation/controversy, regulatory and government affairs, securities, and transactional groups participate in some of the highest-profile legal and policy matters. With a staunch commitment to public service, the firm is renowned as a leader in pro bono representation. WilmerHale has more than 1,000 lawyers in 12 cities worldwide. For more information, please visit www.wilmerhale.com.