Technology and Data Analyst

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.

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.