Addleshaw Goddard
Client Management Information Analyst, Leeds
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About the Role
This is an excellent opportunity for a graduate seeking to build a career in finance within a professional services environment, offering direct exposure to client financial management, billing and reporting processes, budgeting, and data analysis within a fast-paced, deadline-driven setting.
The Client Management Information (MI) Analyst supports the delivery of financial reporting, budget management, and management information for a major client account and other strategically important clients, combining internal financial control and reporting with the production and coordination of external client reporting.
This role works closely with fee earners, the client account team, and the wider finance function to ensure accurate, timely financial and client reporting.
The role sits within the Group Finance - Complex Clients team, supporting the delivery of financial reporting, budget management, and management information for a major client account and other strategically important clients.
The team works closely with fee earners, the client account team, Legal Operations, and the wider finance function in support of the firm's most strategically important clients.
What You'll Do
- Reporting and KPI submission
- Budget management
- External client reporting
- Client account team support
- Monthly discrepancy analysis
- Monthly closed matters reporting
- Inbox and instruction management
- Daily administration and query handling
- Knowledge and materials management
- Client budget review calls
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You will manage weekly WIP reporting and liaise with fee earners on over-budget or dormant matters, review and update budgets in the practice management system, prepare and submit accurate and timely external client reports, prepare weekly financial reports for client account team calls, cross-check budgets against system and assignment of instruction (AOI) data to resolve discrepancies, extract and review billing and budget data for closed matters, monitor client instruction inboxes, respond to day-to-day fee earner queries, maintain client-related materials on SharePoint, and coordinate monthly client budget review calls, capturing actions and maintaining the follow-up tracker.
The role provides a good entry-level perspective of working in a fast-paced commercial finance team within a law firm environment.
Who We're Looking For
- A relevant degree, such as finance, accounting, economics, business, mathematics, or another numerate discipline.
- Strong numeracy and attention to detail, with the ability to work accurately with financial and budget data.
- Good Excel skills.
- Strong written and verbal communication skills, with the ability to work professionally with internal stakeholders and external clients.
- Well organized, with the ability to manage multiple recurring deadlines and prioritize effectively, particularly during month-end and quarter-end periods.
- A proactive, problem-solving approach, comfortable identifying and querying discrepancies and following up until resolved.
- Confidence working across systems and willingness to learn practice management, matter management, and reporting tools.
- A professional, client-focused mindset, with an understanding of the importance of accuracy and confidentiality in handling client financial information.
- The ability to work independently once trained, while knowing when to escalate issues to more senior colleagues or the client account manager.
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Why Choose Us
Addleshaw Goddard is a place where you are not just valued but encouraged to reach your full potential. Our culture promotes improvement, growth, and collaboration, making us the natural choice for top-tier clients. We celebrate diversity and are committed to creating an inclusive environment for all our employees.
Interested? If this role sounds like your next career step, we'd love to hear from you. Click the Apply button to view the full role profile on our website and start your application!
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