Class Action Financial Analyst

Posted 20 Days Ago
Financial District, San Francisco, CA, USA
In-Office
Senior level
Legal Tech
The Role
Perform billing validation, revenue forecasting, budget vs actual and month-over-month variance analysis. Build and maintain cost/pricing models, reconcile invoices and estimates, partner with project managers, manage high-volume datasets, and deliver ad-hoc financial reports and analyses to support decision-making.
Summary Generated by Built In

At Epiq, your work contributes to complex, global legal outcomes. You’ll join a values‑driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest in your growth with enterprise‑wide learning and mobility. We celebrate who you are, and we respect life beyond work with flexibility that’s recognized externally. Enabled by modern platforms and AI, you’ll do the most meaningful work of your career and see your impact at scale.

Job Description:

Position Summary

The Financial Analyst is responsible for providing structured financial analysis, including billing validation, Budget vs. Actual reporting, forecasting support and month-over-month variance analysis.

This role requires strong attention to detail and ability to independently manage assigned responsibilities under defined timelines. The ideal candidate will be comfortable working with financial data, identifying discrepancies and communicating findings clearly to support informed financial decisions.

Job Responsibilities

  • Perform detailed billing validation by reconciling invoices against contracts, identify discrepancies and escalate findings with structured observations.

  • Deliver timely revenue forecasts using a repeatable process; continually update the forecast process to evolving business dynamics and keep clear documentation on the same.

  • Develop and maintain cost and pricing models to support new and existing service lines.

  • Partner with Project Managers to provide structured financial support across assigned portfolios, ensuring accurate validation, timely reporting, and disciplined execution of financial review processes. Manage high-volume datasets while maintaining accuracy and quality control.

  • Ad-hoc reports, projects, and initiatives on an as needed basis.

  • Support Budget vs Actual analysis by reconciling against approved estimates, identify discrepancies and ensuring data accuracy.

  • Perform month-over-month variance analysis, identifying key drivers of change and documenting clear financial justifications

Job Qualifications and Requirements

  • The position requires general knowledge of financial analysis principles. General knowledge of accounting systems preferred

  • 5+ years of work experience in finance or accounting fields, preferably in a fast-paced professional environment

  • Bachelor’s degree in accounting, finance, or equivalent education/experience

  • Advanced Microsoft Office Suite, specifically Excel - ability to utilize advanced formulas and prepare complex reports and intermediate skills in other Office applications

  • Experience with financial forecasting and modelling highly desired and demonstrated ability to translate business and operations activity into financial data

  • Working knowledge of SAP accounting software preferred

  • Ability to communicate effectively, both verbally and in writing externally and internally

  • Analytical skills, strong attention to detail, and the ability to efficiently gather and process information, including financial-related information, in a fast-paced environment are required

  • Motivated, self-starter who is proactive in their approach to required tasks, and looks for opportunities to take on more responsibility

  • Ability to multi-task and change priorities as needed by Leadership

  • Excellent communications skills, calm demeanor, and ability to work under pressure

  • Experience with A/P, A/R and G/L accounting and reporting

About Our Work Environment

The work environment characteristics described here are representative of those associates encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essentials functions. 

  • Position requires no significant manual labor

  • Position does require extensive sitting and/or standing

  • Position requires close and distance vision

Position requires talking and listening to communications with clients and employees

#LI-Hybrid

Your specific salary will be determined based on several factors:

  • Location-based market rate for the role

  • Your abilities in relation to the job specification

  • Performance during screening and interview

  • Pay parity with the wider team in the considered location

Further details about the package will be provided during the initial screening call with the Talent Acquisition Team.

Click here to learn about Epiq's Benefits.

Epiq Leadership Compass

Fosters Relationships & Collaboration

Builds trust and alignment through open communication, shared goals, and strong partnerships to drive collective success.

  • Build trust-based partnerships

  • Nurture long-term relationships

  • Remove collaboration barriers

  • Celebrate cross-team success

Engages & Influences

Inspires action and alignment through clear communication, purposeful influence, and a compelling vision.

  • Use storytelling to build buy-in

  • Align communication with organizational goals

  • Guild alignment through strong engagement

Maximizes Performance

Sets and reinforces performance standards that drive results, ensure accountability, and align with Epiq’s goals.

  • Use data to identify improvement opportunities

  • Make informed decisions

  • Align team goals with boarder strategy

  • Empower teams to manage their own goals

  • Translate vision into clear priorities

  • Prepare for disruptions with strong change management

Achieves Operational Success

Drives continuous improvement and operational excellence through smart processes, data insights, and quality execution.

  • Improve workflows for team efficiency

  • Use clear documentation and expectations

  • Resolve issues quickly using data and feedback

It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request.  Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.

Skills Required

  • Bachelor's degree in accounting, finance, or equivalent
  • 5+ years of work experience in finance or accounting fields
  • General knowledge of financial analysis principles
  • Advanced Microsoft Excel skills (advanced formulas, complex reports)
  • Experience with financial forecasting and modeling
  • Working knowledge of SAP accounting software
  • Experience with A/P, A/R and G/L accounting and reporting
  • Ability to communicate effectively verbally and in writing
  • Analytical skills and strong attention to detail

Epiq Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Epiq and has not been reviewed or approved by Epiq.

  • Healthcare Strength Health, dental, and vision coverage is described as available for full-time, direct-hire employees, alongside life and disability protections and an employee assistance program. Access to these staples is portrayed as a meaningful part of the total rewards package for eligible roles.
  • Retirement Support A 401(k) plan with employer matching is described as part of the U.S. benefits offering. Having retirement support is positioned as a baseline benefit that some employees value.
  • Fair & Transparent Compensation Pay is characterized as good or decent in certain roles, suggesting market-aligned compensation exists in parts of the organization. Total compensation is also framed positively in some accounts that bundle pay with core benefits.

Epiq Insights

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The Company
HQ: New York, NY
6,282 Employees
Year Founded: 1988

What We Do

Epiq, a global technology-enabled services leader to the legal industry and corporations, takes on large-scale, increasingly complex tasks for corporate counsel, law firms, and business professionals with efficiency, clarity, and confidence. Clients rely on Epiq to streamline the administration of legal department and business operations, class action and mass tort, eDiscovery, regulatory, compliance, restructuring, and bankruptcy matters. Epiq subject-matter experts and technologies create efficiency through expertise and deliver confidence to high-performing clients around the world. Learn more at www.epiqglobal.com.

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