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Matter Planning Analyst

  • ... K&L Gates
  • ... Boston, New York, United States
  • ... Full time
  • ... Salary: 148500 per year
  • Posted on: Mar 12, 2024

Matter Planning Analyst   

JOB TITLE:

Matter Planning Analyst

JOB TYPE:

Full-time

JOB LOCATION:

Boston New York United States

Yes

JOB DESCRIPTION:

Full job description

Job Description

At K&L Gates, we are looking for smart, imaginative and hard-working people with diverse backgrounds, experiences and ideas to join us. Perhaps our search for talented visionaries and your search for important and impactful work lead to the same place.

We are seeking a Matter Planning Analyst to join the Pittsburgh, Seattle, Portland, Boston or New York office. The Matter Planning Analysts primary responsibilities include analyzing matter performance, reporting on budget to actual performance, and creating reports for offices and practices. The role serves as the conduit between Finance, Marketing, IT and the firms timekeepers (as it relates to pricing and matter budgets); this role is part of a highly cross-functional team. This position will assist the Director in the preparation and analysis of the Firm's historical work in order to be able to advise, propose and subsequently assist in the development of Alternative Fee Agreements and the creation of matter budgets. In addition, the Analyst will help run firm-wide training on matter management and budgeting. Candidates must be self-starters who possess the ability to work independently and as part of a team. Excellent communication skills and a commitment to providing the highest quality client service are strongly preferred.

Specific duties include, but are not limited to:


  • Creating and evaluating alternative pricing scenarios and matter budgets
  • Analyzing and reporting on individual matter performance (eg, budget vs actual) in a timely and accurate manner
  • Creating and generating matter performance statistics and KPI reports for management and practice groups for a range of matters
  • Interacting with groups across the firm and working directly with attorneys, as well as Finance, Marketing, IT and other departments
  • Developing Best Practices and benchmarking for pricing and project management for litigation, transactional and other deals
  • Developing solutions to complex data analysis and reporting requirements while keeping in mind the scope, limitations and impact to 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
  • Work independently with lawyers to refine budgets and analyze performance
  • Drive and challenge lawyers on their assumptions underpinning their budget proposal
  • Possess strong situational awareness and the ability to diffuse difficult or contentious situations

Knowledge, Skills and Abilities Required:

  • Proven ability to work creatively and analytically in a problem-solving environment
  • Excellent analytical skills, most notably with Microsoft Excel, are required; additional skills with PowerPoint, Reporting Services, SQL and financial management/budgeting applications are beneficial
  • Ability to organize, analyze and summarize large amounts of data to identify key performance indicators, trends and core concepts
  • Ability to develop and deploy reports using SQL Server Reporting Services or similar reporting tools
  • 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

Experience

  • 5 or more years within Business Analysis or Project Management (including budgeting)
  • Prior experience with training and developing training materials

Education

  • Bachelors degree in Business, Computer Science or Information Technology or other relevant background, plus five or more years of experience preferably within a law or professional services firm; Masters in Business Administration (MBA) or equivalent preferred

Working Conditions:

  • 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

Any information contained on this form represents the usual method of accomplishing the duties in this job. Reasonable accommodations will be considered in appropriate circumstances. However, as the nature of an accommodation may vary depending on the needs and desires of an individual with a disability, it is impossible to describe in advance specific accommodations which will be considered.

NOTE: Nothing in this job description restricts the firms right to assign or reassign duties and responsibilities to this position at any time.

Compensation Salary $79,000 - $148,500 / year

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.

ABOUT THE FIRM

K&L Gates is a fully integrated global law firm with lawyers located across five continents in more than 40 offices. We have experienced dramatic growth in the past decade and now rank among the largest U.S. based law firms in the world. We take pride in constantly striving for innovation, imagination and an entrepreneurial spirit. We come up with big ideas and then roll up our sleeves to get the job done, guiding our clients through their most complex issues in a variety of industry sectors and across multiple regions of the world.

The industry recognition the firm has garnered emanates from the foundation of a global community aligned on behalf of our clients. The people at K&L Gates are committed to working together to create a legacy for each other, the firm, our clients, and the communities in which we serve. We thrive in an inclusive and socially conscious environment that embraces diversity and takes a holistic approach to the career evolution of all our professionals.


Notice: We participate in E-Verify in certain Firm locations for purposes of verifying employment eligibility.

BENEFITS

K&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

  • Dental Insurance
  • Wellness Program

  • Vision Insurance
  • Pre-tax Commuting Benefits

  • 401(k) Retirement Plan and Profit Sharing
  • Business Travel Accident Insurance

  • Short- and Long-term Disability Protection
  • Pet Insurance

  • Life Insurance (including Basic, Supplemental, Spouse, Child, and Accidental Death and Dismemberment)
  • Health Advocacy Services

  • 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

  • Paid Holidays (12)
  • Addiction Resources

  • Family Building Benefits
  • 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

  • 529 Deductions
  • Relocation

  • Accident Insurance
  • Employee Referral Program

  • Critical Illness Insurance
  • Hybrid/Remote Work Opportunities

  • Hospital Indemnity Insurance
  • Perks including: Technology, Entertainment, and Travel Discount Programs

  • Bereavement Leave
  • All other benefits (such as leaves of absence) required by law

EQUAL EMPLOYMENT OPPORTUNITY

The Firm is an equal opportunity employer. All employment decisions will be based on merit, qualifications, competence, and business need. Employment practices will not be influenced or affected by a persons race, color, religion, sex (including pregnancy, childbirth, or related conditions), national origin, age, sexual orientation, gender identity or expression, marital status, disability, genetic information, military or veteran status, or any other characteristic protected by applicable law. This policy governs all aspects of employment including, without limitation, recruiting, hiring, compensation, benefits, promotion, assignment, and dismissal. In addition, it is the Firms policy to provide an environment that is free of all unlawful harassment including, without limitation, that based on sex, race, age, disability, or national origin. The Firm complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, please contact askHR@klgates.com.

Position Details

POSTED:

Mar 12, 2024

EMPLOYMENT:

Full-time

SALARY:

148500 per year

SNAPRECRUIT ID:

S-1710395823-b7b42b66605a3d5fec8eb8a3154b902c

LOCATION:

New York United States

CITY:

Boston

Job Origin:

jpick2

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Full job description

Job Description

At K&L Gates, we are looking for smart, imaginative and hard-working people with diverse backgrounds, experiences and ideas to join us. Perhaps our search for talented visionaries and your search for important and impactful work lead to the same place.

We are seeking a Matter Planning Analyst to join the Pittsburgh, Seattle, Portland, Boston or New York office. The Matter Planning Analysts primary responsibilities include analyzing matter performance, reporting on budget to actual performance, and creating reports for offices and practices. The role serves as the conduit between Finance, Marketing, IT and the firms timekeepers (as it relates to pricing and matter budgets); this role is part of a highly cross-functional team. This position will assist the Director in the preparation and analysis of the Firm's historical work in order to be able to advise, propose and subsequently assist in the development of Alternative Fee Agreements and the creation of matter budgets. In addition, the Analyst will help run firm-wide training on matter management and budgeting. Candidates must be self-starters who possess the ability to work independently and as part of a team. Excellent communication skills and a commitment to providing the highest quality client service are strongly preferred.

Specific duties include, but are not limited to:


  • Creating and evaluating alternative pricing scenarios and matter budgets
  • Analyzing and reporting on individual matter performance (eg, budget vs actual) in a timely and accurate manner
  • Creating and generating matter performance statistics and KPI reports for management and practice groups for a range of matters
  • Interacting with groups across the firm and working directly with attorneys, as well as Finance, Marketing, IT and other departments
  • Developing Best Practices and benchmarking for pricing and project management for litigation, transactional and other deals
  • Developing solutions to complex data analysis and reporting requirements while keeping in mind the scope, limitations and impact to 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
  • Work independently with lawyers to refine budgets and analyze performance
  • Drive and challenge lawyers on their assumptions underpinning their budget proposal
  • Possess strong situational awareness and the ability to diffuse difficult or contentious situations

Knowledge, Skills and Abilities Required:

  • Proven ability to work creatively and analytically in a problem-solving environment
  • Excellent analytical skills, most notably with Microsoft Excel, are required; additional skills with PowerPoint, Reporting Services, SQL and financial management/budgeting applications are beneficial
  • Ability to organize, analyze and summarize large amounts of data to identify key performance indicators, trends and core concepts
  • Ability to develop and deploy reports using SQL Server Reporting Services or similar reporting tools
  • 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

Experience

  • 5 or more years within Business Analysis or Project Management (including budgeting)
  • Prior experience with training and developing training materials

Education

  • Bachelors degree in Business, Computer Science or Information Technology or other relevant background, plus five or more years of experience preferably within a law or professional services firm; Masters in Business Administration (MBA) or equivalent preferred

Working Conditions:

  • 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

Any information contained on this form represents the usual method of accomplishing the duties in this job. Reasonable accommodations will be considered in appropriate circumstances. However, as the nature of an accommodation may vary depending on the needs and desires of an individual with a disability, it is impossible to describe in advance specific accommodations which will be considered.

NOTE: Nothing in this job description restricts the firms right to assign or reassign duties and responsibilities to this position at any time.

Compensation Salary $79,000 - $148,500 / year

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.

ABOUT THE FIRM

K&L Gates is a fully integrated global law firm with lawyers located across five continents in more than 40 offices. We have experienced dramatic growth in the past decade and now rank among the largest U.S. based law firms in the world. We take pride in constantly striving for innovation, imagination and an entrepreneurial spirit. We come up with big ideas and then roll up our sleeves to get the job done, guiding our clients through their most complex issues in a variety of industry sectors and across multiple regions of the world.

The industry recognition the firm has garnered emanates from the foundation of a global community aligned on behalf of our clients. The people at K&L Gates are committed to working together to create a legacy for each other, the firm, our clients, and the communities in which we serve. We thrive in an inclusive and socially conscious environment that embraces diversity and takes a holistic approach to the career evolution of all our professionals.


Notice: We participate in E-Verify in certain Firm locations for purposes of verifying employment eligibility.

BENEFITS

K&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

  • Dental Insurance
  • Wellness Program

  • Vision Insurance
  • Pre-tax Commuting Benefits

  • 401(k) Retirement Plan and Profit Sharing
  • Business Travel Accident Insurance

  • Short- and Long-term Disability Protection
  • Pet Insurance

  • Life Insurance (including Basic, Supplemental, Spouse, Child, and Accidental Death and Dismemberment)
  • Health Advocacy Services

  • 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

  • Paid Holidays (12)
  • Addiction Resources

  • Family Building Benefits
  • 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

  • 529 Deductions
  • Relocation

  • Accident Insurance
  • Employee Referral Program

  • Critical Illness Insurance
  • Hybrid/Remote Work Opportunities

  • Hospital Indemnity Insurance
  • Perks including: Technology, Entertainment, and Travel Discount Programs

  • Bereavement Leave
  • All other benefits (such as leaves of absence) required by law

EQUAL EMPLOYMENT OPPORTUNITY

The Firm is an equal opportunity employer. All employment decisions will be based on merit, qualifications, competence, and business need. Employment practices will not be influenced or affected by a persons race, color, religion, sex (including pregnancy, childbirth, or related conditions), national origin, age, sexual orientation, gender identity or expression, marital status, disability, genetic information, military or veteran status, or any other characteristic protected by applicable law. This policy governs all aspects of employment including, without limitation, recruiting, hiring, compensation, benefits, promotion, assignment, and dismissal. In addition, it is the Firms policy to provide an environment that is free of all unlawful harassment including, without limitation, that based on sex, race, age, disability, or national origin. The Firm complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, please contact askHR@klgates.com.

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