The Business Intelligence Coordinator supports the firm’s financial and operational decision-making by producing reports, maintaining data quality, and assisting with pricing and client analytics. The role works closely with analytics, accounting, KM&I and leadership to turn data into actionable insights and improve firm-wide reporting.

Key Responsibilities

• Provide recurring and ad hoc reports and dashboards using office applications (e.g., Excel, PowerPoint) and other reporting tools (e.g., Tableau) to support decision-making and improve business processes.

• Support users of Iridium by troubleshooting basic issues, responding to user questions and documenting common workflows, escalating more complex issues to senior team members as appropriate.

• Respond to fee estimate and pricing requests and coordinate with senior analysts on assumptions and scenarios.

• Conduct PitchBook and market research to support business development and facilitate client and investor research, aligning external data sources with internal metrics to create cohesive and insight-driven materials.

• Prepare and analyze ad hoc financial, client, matter and personnel reports, highlighting trends, variances, and key metrics for stakeholders in finance, operations and practice leadership.

• Collaborate across departments to identify, collect and analyze data needed for projects and recurring reporting cycles.

• Assist with data cleansing and update initiatives, including validating key fields, researching discrepancies, and coordinating corrections in source systems

• Maintain clear documentation of recurring reports, data sources, and standard processes to support continuity and knowledge sharing within the team.

• Complete additional duties and special projects as assigned.

Requirements
Minimum Requirements

• Bachelor’s degree in business, finance, accounting, analytics, information systems, or a related field (or equivalent combination of education and experience).

• Experience in reporting, business intelligence, financial analysis, operations, or a related role.

• Advanced proficiency in Microsoft Excel (e.g., PivotTables, lookups, formulas) and strong working knowledge of Microsoft Office applications.

• Experience working with data visualization/reporting tools (e.g., Tableau)

• Ability to interpret and reconcile data across multiple sources; attention to detail and commitment to data quality.

• Strong analytical and problem-solving skills, including the ability to identify trends, variances, and actionable insights.

• Strong interpersonal skills and the ability to collaborate and communicate with colleagues and external parties, including an ability to translate user requirements into desired outputs.

• Strong problem solving, quantitative and analytical abilities with ability to derive connections and synthesize information and facts.

• Ability to manage multiple requests, prioritize deadlines, and work independently in a fast-paced environment.

• Excellent communication skills, both written and verbal.

• Professional discretion and ability to handle confidential and sensitive information.

• Ability to work overtime.

Preferred Requirements:

• Experience in a professional services or law firm environment.

• Experience in or knowledge of the venture capital market.

Status

• Full-Time, Non-Exempt