Duties & Responsibilities

• Designs advanced SQL queries to support financial reporting and matter budgeting
• Develops and maintains advanced SSRS report layouts, shared datasets, and report deployments
• Implements and manages SSRS data-driven subscriptions, including generating subscription data via SQL stored procedures and formatting subscription comments with HTML
• Possesses advanced knowledge of matter budgeting in a law firm environment
• Translates written requirements from the Pricing team into fields and/or calculations necessary to satisfy reporting needs
• Demonstrates intermediate to advanced familiarity with Aderant or Elite database and user interface
• Collaborates with team members to ensure financial systems meet firm and client objectives
• Develops, maintains, and enhances a variety of financial reports to support budgeting, forecasting, billing, profitability analysis, and client reporting. Reports may include:
• Monthly and quarterly financial statements
• Revenue and expense tracking by matter, client, or practice group
• Budget vs. actual performance analysis
• Client-specific pricing and profitability dashboards
• Trend analysis and forecasting reports
• Ad hoc analysis to support strategic decision-making and pricing negotiations
• Integration of financial data sources for comparative and benchmarking purposes

• Leverages AI tools to automate report generation, perform predictive analytics for budgeting and forecasting, identify data anomalies, and improve data accuracy and insight for financial reporting. Skills and Competencies
  • Experience working in a fast-paced law firm environment with diverse needs
  • Significant experience with legal financial applications (Aderant preferred; Elite acceptable)
  • Experience with SQL Server Reporting Services (SSRS)
  • Experience with PowerBI
  • Familiarity with SQL Server Integration Services (SSIS)
  • Familiarity with SQL Server Analysis Services (SSAS)
  • High degree of familiarity with financial system database structures
  • In-depth and broad understanding of, and experience supporting, financial applications and databases
  • Commitment to deadlines and willingness to meet the needs of a 24x7 environment
  • Strong understanding and experience with SQL Server Reporting Services (SSRS); .NET development experience a plus
  • Excellent analytical, problem-solving, and organizational skills
  • Experience utilizing AI-powered analytics tools to improve reporting efficiency, accuracy, and predictive capabilities.
  • Some experience developing web applications to support pricing functions, allowing for enhanced data entry, workflow automation, and improved accessibility of pricing and financial analysis tools.

  Qualifications & Prior Experience

  • Bachelor’s Degree preferred; equivalent experience considered

  Minimum 2 years’ experience in developing, supporting, and customizing financial reporting systems