Technology and Data Analyst

CEO Lawyer

60d

About The Position

Key Responsibilities: Develop a deep understanding of the firm’s operations, departments, and technology stack. Design, build, and maintain advanced Power BI dashboards and reports tailored to various departments (e.g., legal, marketing, HR, finance). Manage Power BI Service: publish reports, configure data gateways, manage workspace permissions, and schedule data refreshes. Integrate and transform data from multiple sources, including: Legal and CRM platforms: Filevine, LeadDocket, HubSpot Microsoft 365 tools: Excel, SharePoint, Teams, OneDrive HR and productivity tools: BambooHR, ActiveTrack Conduct in-depth data analysis to support strategic decisions by attorneys, directors, and executive leadership. Automate reporting processes and build scalable, reusable data models. Monitor and analyze KPIs, providing monthly/quarterly executive summaries. Ensure data quality, consistency, and accuracy through regular audits and validation. Collaborate with stakeholders to gather requirements and translate them into actionable insights. Maintain comprehensive documentation of data sources, definitions, dashboards, and reporting standards. Provide ad hoc analysis and support for special projects and operational needs.

Requirements

Bachelor’s degree in Data Science, Computer Science, Statistics, Business Analytics, or a related field.
3+ years of experience in data analytics with a strong focus on Power BI dashboard development.
Advanced proficiency in: Power BI (DAX, Power Query, data modeling) SQL (data extraction, transformation, and optimization) Microsoft Excel (pivot tables, advanced formulas, Power Pivot) Python: API Creation and Integration
Experience working with Microsoft 365 ecosystem (Teams, SharePoint, OneDrive, Outlook).
Strong understanding of marketing analytics (e.g., campaign attribution, funnel analysis) and financial reporting (e.g., cash flow, burn rate, revenue forecasting).
Excellent communication skills with the ability to present complex data in a clear, actionable format.
Detail-oriented with a strong commitment to data integrity, privacy, and confidentiality.
Professional fluency in English (written and verbal); Spanish bilingual is a plus.
Experience with cloud-based databases and data warehouses (Azure)

Nice To Haves

Experience in a legal, professional services, or regulated industry environment.
Familiarity with legal case management systems and CRMs (e.g., Filevine, LeadDocket, HubSpot).
Understanding of personal injury legal processes and key performance metrics.
Knowledge of data governance, compliance, and privacy best practices.
Background in KPI development and performance tracking for legal or service-based teams.
Experience with scripting or automation tools (e.g., Power Automate, Python, R) is a plus.

Responsibilities

Develop a deep understanding of the firm’s operations, departments, and technology stack.
Design, build, and maintain advanced Power BI dashboards and reports tailored to various departments (e.g., legal, marketing, HR, finance).
Manage Power BI Service: publish reports, configure data gateways, manage workspace permissions, and schedule data refreshes.
Integrate and transform data from multiple sources, including Legal and CRM platforms: Filevine, LeadDocket, HubSpot Microsoft 365 tools: Excel, SharePoint, Teams, OneDrive HR and productivity tools: BambooHR, ActiveTrack
Conduct in-depth data analysis to support strategic decisions by attorneys, directors, and executive leadership.
Automate reporting processes and build scalable, reusable data models.
Monitor and analyze KPIs, providing monthly/quarterly executive summaries.
Ensure data quality, consistency, and accuracy through regular audits and validation.
Collaborate with stakeholders to gather requirements and translate them into actionable insights.
Maintain comprehensive documentation of data sources, definitions, dashboards, and reporting standards.
Provide ad hoc analysis and support for special projects and operational needs.