Reporting and Pricing Manager
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.
Apply Now
Apply Now
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.
Apply Now
Apply Now