Job DescriptionWe are seeking a Matter Planning Analyst to join the firm. The Matter Planning Analyst's primary responsibilities include analyzing matter performance, reporting on budget-to-actual performance, and generating reports for offices and practices. This role acts as a liaison between Finance, Marketing, IT, and the firm's timekeepers, focusing on pricing, budgeting, and matter management.
KEY RELATIONSHIPS
As part of a highly cross-functional team, this position reports to the Sr. Manager of Matter Planning and works closely with the Matter Planning team, including the Solutions, Pricing, and Legal Project Management functions.
ESSENTIAL DUTIES
• Evaluating and tracking alternative pricing scenarios and matter budgets using dashboards, reports, and threshold alerts to monitor performance.
• Designing and developing Power BI dashboards and visualizations to provide actionable insights into matter performance, budgeting, and pricing
• Developing solutions to complex data analysis and reporting requirements using tools such as Excel, Power BI, HighQ, and Smartsheet, while considering the scope, limitations, and impact on other integrated solutions.
• Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
• Interacting with groups across the firm and working directly with attorneys, as well as Finance, Marketing, IT and other departments
• Work independently with lawyers to gather and understand requirements, developing a comprehensive understanding of scope, pricing, and other key factors essential to evaluating performance.
• Ask strategic questions to help scope projects effectively and provide valuable insights to challenge and refine matter management and performance.
• Possess strong situational awareness and the ability to diffuse difficult or contentious situations.
EXPERIENCE SKILLS REQUIRED
• Proven ability to work creatively and analytically in a problem-solving environment
• Experience in leveraging Power BI, including Power Query Editor and DAX, to transform raw data into actionable insights through meaningful visualizations and performance-tracking reports.
• Excellent analytical skills, with proficiency in Microsoft Excel; experience with automation tools such as Power Automate to streamline workflows, and project management tools like Smartsheet and HighQ to manage tasks, track progress, and collaborate across teams, is highly beneficial.
• Ability to organize, analyze and summarize large amounts of data to identify key performance indicators, trends and core concepts
• Anticipate and correct problems, establish conclusions and develop creative solutions
• Demonstrated experience managing multiple priorities in a changing and demanding environment
• Experience working both independently and in a team-oriented environment
• Ability to encourage and build positive relationships and communicate (both verbal and written) effectively with all co-workers and outside vendors
• Effectively manages and communicates confidential issues
• 4 or more years within Business Analysis or Project Management (including budgeting)
• Prior experience with training and developing training materials
• Bachelor's degree in Business, Computer Science or Information Technology or other relevant background; Masters in Business Administration (MBA) or equivalent preferred
ADDITIONAL ABILITIES REQUIRED
• General office environment, ability to travel to client sites, ability to work and communicate with a range of firms stakeholders
• Frequent computer use at workstation or office, up to and over eight hours at a time.
• Frequently work at fast pace, multitasked, with unscheduled interruptions
• Responsibilities occasionally may require an adjusted work schedule, overtime, and evening/weekend hours in order to meet deadlines
• Office contact position requiring appropriate business attire
• Mobility within the office including movement from floor to floor
• Access information using a computer or mobile device
• Carrying a mobile device and accepting calls from colleagues during non-work hours
Compensation Salary $85,000 - $159,000
The compensation salary for this position will be determined during the interview process and will vary based on multiple factors, including but not limited to prior experience, relevant expertise, current business needs, and market factors.
BENEFITSK&L Gates offers our personnel a comprehensive suite of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time personnel include:
- Medical/Prescription Drug Coverage (including a Health Savings Account feature)
- Back-up Child/Elder Care and access to a caregiving concierge
- Pre-tax Commuting Benefits
- 401(k) Retirement Plan and Profit Sharing
- Business Travel Accident Insurance
- Short- and Long-term Disability Protection
- Life Insurance (including Basic, Supplemental, Spouse, Child, and Accidental Death and Dismemberment)
- Paid Time Off (25-30 days per year)
- Identity Protection/Restoration and Fraud Insurance
- Parental Leave (18 weeks of which 6 are paid; short-term disability may provide additional paid time off)
- Student loan refinancing options and access to a student loan concierge service
- Breast Milk Delivery and Lactation Support Services
- Flexible Spending Accounts
- Employees also may be eligible to receive bonuses and certain expense reimbursements
- Employee Assistance Program
- Professional Development and CLE Credit Opportunities
- Employee Referral Program
- Critical Illness Insurance
- Hybrid/Remote Work Opportunities
- Hospital Indemnity Insurance
- Perks including: Technology, Entertainment, and Travel Discount Programs
- All other benefits (such as leaves of absence) required by law
