Manager, Business Insights

Role Overview

• Playing a leading role in the team’s efforts to provide insights to the business on improving revenue and profitability results.
• Conducting external research and analysis of the Firm’s results against available benchmarking information, and providing insights into opportunities.
• Presenting and holding ongoing discussions with industry leaders on financial insights and opportunities.
• Providing Ad hoc reporting and analysis as required.
• Co-leading with the Senior Manager & Team Lead on month-end and quarter-end reporting & analysis.
• Co-leading with the Senior Manager & Team Lead on the Firm’s revenue budgeting and forecasting processes, including preparation of executive-level presentations.
• Supporting the Senior Manager in the annual Rate Setting exercise including presentation of recommendations to senior leadership and implementation of strategy.
• Assisting the business with client RFP responses and related pricing analysis.
• Leading the overall function of the rates maintenance process including timely resolution of requests.
• Co-leading the development and maintenance of revenue and profitability templates, including automation of existing reporting to enable self-serve access for users.
• Supporting the Marketing team’s cross-sell/up-sell efforts by enhancing monthly reports and providing ad hoc reporting.
• Co-leading the efforts to implement new or enhance existing Business Insights processes and ensure all team members are appropriately trained.
• Assisting with maintenance of high-quality data in financial applications.
• Direct supervision of 2-3 analysts, with accountability for their personal and role-specific skills development; supporting the Senior Manager’s efforts to continuously increase the team’s analytical skills/capabilities.
• Supporting the on-boarding, training and coaching of all team hires, including efforts to cross-train on portfolio and functional tasks to establish continuity and succession plans.
• Acting as back-up for the Senior Manager on ensuring delivery of the team’s mandate.

Requirements

• Bachelor’s degree in a related field (eg. Accounting, Finance or Business Administration).
• Certified Professional Accountant (CPA) designation or Master’s Degree (MBA)
• A minimum of 6 years of work experience displaying a strong knowledge of financial/management reporting concepts and data analysis.
• Excellent analytical and problem solving skills; adept at synthesizing data into meaningful insights in order to guide internal decision making.
• Good modelling and quantitative skills.
• Demonstrated leadership skills: 3+ years experience in coaching/developing direct reports; ability to establish strong working relationships with others within and outside the Finance department in order to influence/obtain buy-in on common goals.
• Very strong written and communication skills, with a demonstrated ability to summarize and present complex information in a clear and concise manner.
• Fluency in French highly desired but not required.
• Very strong time management skills; ability to juggle multiple priorities and work under pressure to meet deadlines.
• Works well with ambiguity; shows initiative in problem solving.
• Expert level proficiency with Microsoft Excel, including formulas, pivot tables and macros (VBA).
• Very strong proficiency with Microsoft PowerPoint.
• Solid working knowledge using Outlook, Microsoft Word.
• Experience with Microsoft OneNote and Teams an asset.
• Knowledge of SQL with some experience writing complex queries required.
• Experience with Business Intelligence applications (e.g. Power BI, Tableau, etc.) strongly desired.
• Proven proficiency with manipulating financial systems to retrieve required data; familiarity/experience with practice management applications (e.g. Aderant Expert) or legal industry tools (Iridium, Peer Monitor) an asset but not required.
• Familiarity/experience with SharePoint or other self-serve reporting platforms (e.g. Cognos, SSRS) desired but not required.
• Proven aptitude towards learning new applications.

Tech Stack

• Cognos
• SQL
• Tableau
• VBA

Benefits

• Outstanding benefits from day one, including insurance premiums paid by the Firm and wellness and technology reimbursements.
• Competitive compensation and generous time off, including a day off to volunteer and a day off for your birthday.
• A commitment to professional development and growth opportunities for our people at all levels, supported by a culture that fully embraces and encourages two-way feedback.
• Strong community involvement and a commitment to equity, diversity and inclusion.
• A collaborative, cohesive culture that connects lawyers and business teams through collective purpose.