Ellis Porter - The Immigration Attorneys

Financial Planning and Analysis

• Establish foundational FP&A processes, systems, and reporting frameworks from the ground up
• Create standardized monthly and quarterly reporting packages for executive leadership team
• Develop and oversee the budgeting processes for all business lines and operating functions, ensuring efficient resource allocation
• Build and enhance financial models to support scenario analysis, anticipate future business and financial trends, and inform decision-making
• Build relationships with practice and operations leaders to become a trusted business partner; gather and synthesize input for financial plans and projections
• Partner with the leadership team to translate strategic plans into actionable budgets and key performance indicators (KPIs)
• Monitor firm performance, spot trends, identify risks and opportunities, and recommend actions to drive results
• Identify and help mitigate financial risks associated with operations and client engagements
• Develop and analyze pricing models to help drive pricing strategies that reflect the value of services, align with market trends, meet client needs, and ensure profitability
• Implement and monitor internal controls to safeguard assets and ensure accurate financial reporting
• Assess and implement advanced reporting and business intelligence tools to enhance performance measurement and transparency
• Proactively support digital transformation projects to help modernize processes and technologies within the finance function and across the firm, including evaluating opportunities for automation and AI deployment
• Support M&A activities, including due diligence, deal structuring, and post-merger integration
• Improve financial literacy across the organization through training and ongoing engagement with non-finance Porters
• Develop recommendations for future FP&A team structure and staffing needs as the firm scales
• Help build a culture of analytical rigor and data-driven decision-making across the organization

Senior Manager – Financial Planning & Analysis

Salesforce Analyst

• Partner with attorneys, case managers, and operational teams to understand existing workflows, pain points, and opportunities for improvement
• Collaborate with the Knowledge Management team to understand standardized workflows and ensure all requirements reflect the firm’s process standards
• Conduct interviews, workflow analyses, and user observations to map current-state and future-state processes
• Translate business needs into clear, detailed user stories, acceptance criteria, and supporting documentation
• Collaborate with Salesforce Admins to ensure requirements are feasible and aligned with platform best practices
• Act as the functional lead on assigned work items within Azure DevOps, ensuring user stories are complete and ready for development
• Ensure Salesforce configuration, automation, and UX decisions align with KM-defined processes, terminology, and governance frameworks
• Develop test plans, test cases, and test scripts for new features or enhancements
• Validate features against KM-defined workflows and SOPs to ensure system updates reflect the intended business process
• Assist with new feature rollouts, including training materials, release notes, and communications

Salesforce Business Analyst – Legal Operations

• Partner with the finance team, attorneys, case managers, and operational teams to understand existing workflows, pain points, and opportunities for improvement
• Conduct interviews, workflow analyses, and user observations to map current-state and future-state processes
• Translate business needs into clear, detailed user stories, acceptance criteria, and supporting documentation
• Collaborate with Salesforce Admins to ensure requirements are feasible and aligned with platform best practices
• Support change management efforts by documenting and communicating process changes
• Act as the functional lead on assigned work items within Azure DevOps, ensuring user stories are complete and ready for development
• Ensure Salesforce configuration, automation, and UX decisions align with defined processes, terminology, and governance frameworks
• Assist with backlog grooming by validating priority, business impact, and alignment with product strategy
• Collaborate closely with the Agile Project Manager to support sprint planning, refinement, and sprint reviews
• Help evaluate new features, platform capabilities, and enhancement requests, making recommendations based on user needs and system best practices
• Develop user enablement materials, ensuring consistency between documented workflows and system behavior, aligning materials and training to org-wide frameworks and tools
• Develop test plans, test cases, and test scripts for new features or enhancements
• Execute functional, regression, and user acceptance testing (UAT)
• Validate that delivered features meet requirements and deliver the intended business value
• Validate features against defined workflows and SOPs to ensure system updates reflect the intended business process
• Clearly document and communicate defects or improvement opportunities to technical team members
• Support UAT with end users, helping ensure adoption readiness
• Assist with new feature rollouts, including training materials, release notes, and communications
• Provide guidance and support to users during onboarding or changes to case management processes
• Identify recurring support themes and recommend system or process improvements
• Partner with Senior and Junior Salesforce Admins on root-cause analysis for user pain points and data quality issues
• Use reporting and dashboards to analyze user trends, operational bottlenecks, or system issues
• Support data validation efforts for new features or major releases
• Help define KPIs and success metrics for features or process changes
• Stay current on Salesforce platform capabilities, especially declarative tools such as Flow, Lightning App Builder, and reporting enhancements
• Stay current on AI technologies and make recommendations for incorporating AI into workflows in ways that align with overall EP AI strategy and policies
• Participate in Agile ceremonies, contributing insights that help improve delivery velocity, team alignment, and platform quality
• Recommend enhancements or optimizations based on user feedback and operational data

Senior Manager – Financial Planning & Analysis

Salesforce Business Analyst – Legal Operations

Salesforce Business Analyst – Finance Operations