Senior Analyst – Family Law & Financial Planning
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Job Location:
Nashville, IN - USA
Monthly Salary:
Not Disclosed
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Title: Senior Analyst - Family Law & Financial Planning
Location: Nashville TN 37228
Employment Type: Full-Time
Work Model: On-site / Hybrid
Role Overview
The Senior Analyst supports family law matters through financial analysis tax planning and client advisory services. This role works closely with attorneys and clients delivering clear financial insights for settlements mediation and trial preparation. High performers gain strong exposure mentorship and a path to leadership.
Key Responsibilities
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Perform financial tax and personal finance analysis for family law engagements
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Analyze cash flow assets liabilities and tax returns
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Prepare clear financial reports for attorneys and clients
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Support settlement negotiations mediation and trial prep
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Collaborate with clients attorneys and internal teams
Requirements
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Bachelors in Accounting or related field (CPA-eligible)
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2 years in individual tax family office or personal finance
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CPA or CPA candidate required
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Strong Excel and financial analysis skills
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Ability to manage multiple engagements
Preferred
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CFP or PFS designation
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Experience with family law financial matters
Why Join
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Exposure to complex family law cases
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Growth within a developing financial planning practice
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Mentorship and clear advancement path
Key Skills
- Cognos
- Forecasting
- Hyperion
- Financial Concepts
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
