Ellis Porter - The Immigration Attorneys

Financial Planning and Analysis

• Oversee all aspects of client billing and accounts receivable
• Manage the end-to-end billing process for predominantly flat fee matters
• Develop a firmwide collections strategy that enhances financial performance
• Design and implement efficient workflows for billing and receivables
• Partner with attorneys and practice leaders to cultivate accountability for billing
• Develop and mentor a high-performing team that delivers exceptional service
• Leverage data to measure performance against relevant KPI’s and deliver actionable insights
• Develop client communication templates and escalation protocols
• Build strong relationships with key B2B clients
• Gain expertise on the firm’s financial systems and implement tools that elevate efficiency
• Ensure appropriate documentation, internal controls, and adherence to ethical and regulatory requirements

Senior Manager, Client Financial Services

• 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, Client Financial Services

Senior Manager – Financial Planning & Analysis