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.
Required Qualifications:
- 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)
Preferred Qualifications:
- 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.