Insight Global is seeking a Legal Budget Analyst to join an AM 100 law firm out of their Dallas, Philadelphia, or NYC offices. Legal Budget Analyst will support the Innovation and Value Department by creating, tracking, and reporting on alternative fee arrangements and matter budgets. The Legal Budget Analyst will collaborate with the pricing team, client relationship attorneys and other attorneys to ensure that the budgets align with firm expectations and provide recommendations if arrangements exceed agreed upon scope. The Legal Budget Analyst will collaborate with attorneys and clients providing status updates and conducing ad hoc analyses. The Legal Budget Analyst will support the firms matter management tools and collaborate with Legal Project Manager(s) in the development of best practices in project management.
Collaborate with the value team and attorneys to draft and submit budget proposals; tracking actual project costs against budget and proactively flag budget variances to the lead lawyer.
Collaborate with attorneys to track legal budgets including but not limited to tracking actions, timelines, deliverables, assumptions and escalating activities when there are changes in scope or status.
Provide options for resolution and course correction on matters that begin to diverge from initial expectations.
Work with attorneys and clients to define requirements and develop custom budget reporting.
Prepare and manage financial and client status reports, as required.
Collaborate to automate the firms legal project management workflow and task/phase code groupings, including the creation of dashboards to create and update matter budgets, view matter status reports, and search historical data for future matter planning.
Assist in the development and proliferation of best practices, tools, budget templates, and reference materials across the firms client portfolio.
Support effective communication strategies on projects/matters that foster a collaborative approach between project workstreams including between our lawyers and our clients.
Support post project review and post-mortem assessments and recommend process improvements as appropriate.
Build relationships and foster a collaborative approach when working with clients and across all departments.
Perform other responsibilities as assigned.
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HR@insightglobal.com.
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-minimum 2 years of experience in budgeting at a law firm
-Experience in using data visualization tools (e.g., Tableau or Power BI)
-Strong technical skills, including advanced Excel skills (including use of vertical and horizontal lookups, macros, pivot tables and modeling) and a high level of proficiency in Word and PowerPoint required.
-Bachelors degree in accounting, finance, management, or other related business function.
-client facing experience is a plus
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.