Supervisory Responsibilities

Manage the pricing/reporting staff.

Conduct performance evaluations for reporting staff.

Review and approve timecards and leave requests for reporting staff.

Primary Job Functions

Preparation of monthly and annual reports.

Prepare ad hoc client reports including time detail, ledger history, and attorney

assignments.

Create reports to analyze firm financial metrics and profitability.

Develop and prepare pricing proposals in response to RFP requirements while

ensuring compliance with firm policies.

Answer questions that may arise regarding reports.

Assist attorneys with producing and reporting on matter budgets and estimates.

Organize, manage and review reports for consistency and accuracy (both data

and recipients).

Modify Aderant Inquiries and Security as needed.

Ensure client rates are set up and reported on properly.

Create SSRS or Power BI reports as needed.

Other special projects and analysis, as needed.

Specific Skills, Knowledge And Abilities Required

Strong technical skills, including Aderant, Power BI, MS Excel and MS-SQL to

gather data and organize and build reports to facilitate effective analysis.

Ability to read and write SQL queries.

Strong analytical skills.

Must be service oriented, well organized and able to multi-task.

Ability to work well with individuals across all levels of the firm.

Ability to work independently and learn new tasks quickly.

Excellent written and verbal communication skills.

Education And Experience

Bachelor's degree preferred

3+ years experience.

Proficient in Aderant, SQL or Power BI, and advanced proficiency in MS Excel.