Strategic Reporting Analyst

Morgan & Morgan, P.A.Tampa, FL
$95,000 - $110,000Onsite

About The Position

At Morgan & Morgan, the work we do matters. For millions of Americans, we’re their last line of defense against insurance companies, large corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the winning fight for consumer rights. Our over 6,000 employees are all united by one mission: For the People. We are seeking a Strategic Reporting Analyst to drive executive decision-making through advanced analytics, insights, and data storytelling. This role goes beyond standard reporting and focuses on partnering with senior leaders to shape strategy, and influence business outcomes. The ideal candidate has strong experience working with Salesforce data, building scalable Power BI dashboards, writing complex SQL queries, and delivering clear, compelling insights to executive audiences.

Requirements

  • Bachelor’s degree in Analytics, Business, Finance, Information Systems, or a related field (or equivalent experience)
  • 4+ years of experience in reporting, analytics, or business intelligence roles with demonstrated strategic impact
  • Strong hands-on experience with Salesforce, including complex reporting and data analysis
  • Advanced proficiency in Power BI (data modeling, DAX, performance optimization)
  • Proven experience building executive-level presentations and presenting insights to senior leadership

Nice To Haves

  • Legal experience helpful but not required.
  • Entrepreneurial mindset and working style – self-starting, highly accountable, ability to anticipate problems and define and implement effective solutions.
  • Excellent organizational and planning skills.
  • Outstanding communication and interpersonal abilities.
  • Reliable and trustworthy.

Responsibilities

  • Act as a strategic analytics partner to executive leadership, providing insights that inform business strategy and investment decisions
  • Translate ambiguous business questions into structured analyses and actionable recommendations
  • Design and own executive-level dashboards and KPIs using Power BI/Salesforce, with a focus on long-term scalability and clarity
  • Develop high-impact presentation decks and narratives that clearly communicate insights, risks, and opportunities to senior stakeholders
  • Use SQL to extract, transform, and analyze data from multiple sources with a high degree of accuracy
  • Improve reporting processes through automation and thoughtful data modeling

Benefits

  • medical and dental insurance
  • 401(k) plan
  • paid time off
  • paid holidays
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