Senior Analyst – Pricing and Legal Project Management

Role Overview

• work closely with attorneys to develop and track comprehensive and realistic budgets
• assist with the finance portion of RFP responses
• prepare and provide client and attorney-requested reports and data
• assist in establishing best practices and operational procedures to ensure client relationship and matter support
• collaborate with Firm leaders, Finance, Business Intake, IT, and other departments
• provides detailed input for plans and budgets that meet client needs and Firm profit objectives using budgeting software such as Clocktimizer and MatterWorks, as well as Excel templates
• monitors performance against actuals, particularly where Alternative Fee Arrangements are being proposed
• raises budget deviations with attorneys, and leads discussion of corrective actions to minimize write-downs through change orders or staffing changes
• creates specific matter plans that are in line with client and attorney objectives to better track performance
• participates in legal operations tasks for clients, such creating process documents
• develops standardized practice group, client, and matter level processes and procedures to ease of administrative work and data and metrics collection for reporting
• coordinates data gathering and analysis for quarterly client reviews and presentations (QBRs)
• assists attorney team with ad hoc financial requests and provides recommendations
• works with attorneys to create rate cards when required by RFPs
• collaborates with IT to develop various automated reports to increase efficiency

Requirements

• 5 or more years’ experience in pricing, legal project management, and/or financial analysis
• Experience in the professional services industry preferred
• Ability to achieve certification in legal pricing and/or legal project management within two years
• Excellent analytical and problem-solving skills; ability to assess management needs and craft innovative solutions to meet specific Firm and client objectives
• Excellent interpersonal and communication skills (oral and written), professional demeanor and presentation
• Including active listening and ability to convey information clearly
• Candidate must be a self-starter who can work independently and also an effective team player
• Strong organizational skills, with the capability of managing multiple projects efficiently
• Position also requires the ability to work under pressure and additional hours to meet deadlines
• Exceptional computer skills with the ability to learn new software applications quickly
• Proficiency with Windows-based software and Microsoft Office Suite required, including advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP's, formulas, macros)
• Knowledge of profitability software, such as Redwood, and Power BI preferred

Benefits

• comprehensive medical (PPO and HDHPs)
• dental and vision plans including coverage for domestic partners
• life and AD&D insurance
• short and long term disability insurance
• tax-advantaged accounts for health care expenses, including FSAs and HSAs
• FSAs for dependent care
• health advocacy services
• behavioral health and counseling resources for all family members
• 401(k)
• profit sharing
• backup dependent care
• senior care planning support
• resources for individuals with development disabilities and their caregivers
• paid holidays and other paid time off, including paid leave for new parents