Director, Strategic Planning and Financial Analysis

Reposted 5 Days Ago
Be an Early Applicant
New York, NY
In-Office
150K-180K
Mid level
Legal Tech
The Role
This role focuses on financial strategy for Legal Solutions, involving financial modeling, analysis, and supporting strategic decision-making.
Summary Generated by Built In

It's fun to work at a company where people truly believe in what they are doing!

Job Description:

About the Role: 

We are seeking a highly motivated Financial Strategy Consultant to join our growing Legal Solutions team. This role is ideal for a professional with approximately five years of post-graduate experience who thrives in fast-paced environments and is passionate about helping organizations navigate complex financial transformations. You will work closely with senior leadership and other key stakeholders to deliver data-driven insights, build financial models, and support strategic decision-making during periods of organizational and industry/market change. 

 

Key Responsibilities: 

  • Develop and maintain detailed financial models to support strategic planning, business case modeling, valuation, and competitive analysis. 

  • Modeling medium to long term financial projections across Epiq’s main lines of business which comprise approximately $700M in annual revenue in total. 

  • Supporting the strategic planning process within Legal Solutions by providing financial analysis in support of business opportunities to allow management to compare and prioritize those opportunities appropriatelyOpportunities will be predominantly in the LegalTech software and AI space and services related to it. 

  • Analyze historical and projected financial performance to identify trends, risks, and opportunities. 

  • Support the preparation of executive-level presentations, reports, and recommendations. 

  • Conduct market and peer benchmarking to inform financial strategy and positioning. 

 

Qualifications: 

  • Bachelor’s degree in Finance, Economics, Business, or a related field; advanced degree or certification (e.g., MBA) is a plus. 

  • 3–5 years of experience in management consulting, corporate finance, investment banking, or a related field. 

  • Experience in financial planning within technology/Software/AI firms is a plus. 

  • Experience in the legal industry (service provider, LegalTech software) is a plus. 

  • Strong proficiency in Excel-based financial modeling and data analysis. 

  • Excellent analytical, problem-solving, and communication skills. 

  • Ability to manage multiple workstreams and meet tight deadlines in a dynamic environment. 

  • Strong collaboration skills  

#LI-TP1

The Compensation range for this role is 150,000 to 180,000.00 USD annually and may be eligible for an annual bonus.

 

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.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

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.

Top Skills

Data Analysis
Excel
Financial Modeling
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Similar Jobs

Comcast Advertising Logo Comcast Advertising

VP, Product Management Streaming Hub

AdTech • Digital Media • Marketing Tech
Hybrid
New York, NY, USA
5000 Employees
279K-419K Annually

NBCUniversal Logo NBCUniversal

Manager, Media Operations

AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Hybrid
New York, NY, USA
68000 Employees
80K-100K Annually

Cox Enterprises Logo Cox Enterprises

Dealer.com Performance Manager

Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
Remote or Hybrid
New York, NY, USA
50000 Employees
73K-110K Annually

Cox Enterprises Logo Cox Enterprises

vAuto Performance Manager

Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
Hybrid
New York, NY, USA
50000 Employees
71K-161K Annually

Similar Companies Hiring

Atticus Thumbnail
Social Impact • Legal Tech • Insurance
Los Angeles, CA
170 Employees
Hebbia AI Thumbnail
Software • Natural Language Processing • Machine Learning • Legal Tech • Generative AI • Financial Services • Artificial Intelligence
New York, NY
90 Employees
Fulcrum GT Thumbnail
Software • Legal Tech • Cloud
Hoffman Estates, Illinois
501 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account