Director – Strategic Planning and Financial Analysis @ Epiq Systems

Finance & Banking (2)
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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 appropriately. Opportunities 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

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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.

Director – Strategic Planning and Financial Analysis

Epiq Systems

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