Director of Reporting & Pricing

The ONeil Search Group · Los angeles, United States

Supervisory Responsibilities:

• Manage the pricing/reporting and client/timekeeper data teams.
• Conduct performance evaluations for department staff.
• Review and approve timecards and PTO for department staff.

Duties/Responsibilities:

• 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.
• Review client/matter/timekeeper data for accuracy.
• Assist in managing firm and client rates and annual increases.
• 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.