Matter Planning Analyst

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.

The Matter Planning Analyst’s primary responsibilities include analyzing matter performance, reporting on budget-to-actual performance, and generating reports for offices and practices. This role acts as a liaison between Finance, Marketing, IT, and the firm’s timekeepers, focusing on pricing, budgeting, and matter management. As part of a highly cross-functional team, this position reports to the Sr. Manager of Matter Planning and works closely with the Matter Planning team, including the Solutions, Pricing, and Legal Project Management functions.

Specific duties include, but are not limited to:

• Evaluating and tracking alternative pricing scenarios and matter budgets using dashboards, reports, and threshold alerts to monitor performance.
• Designing and developing Power BI dashboards and visualizations to provide actionable insights into matter performance, budgeting, and pricing
• Developing solutions to complex data analysis and reporting requirements using tools such as Excel, Power BI, HighQ, and Smartsheet, while considering the scope, limitations, and impact on 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
• Interacting with groups across the firm and working directly with attorneys, as well as Finance, Marketing, IT and other departments
• Work independently with lawyers to gather and understand requirements, developing a comprehensive understanding of scope, pricing, and other key factors essential to evaluating performance.
• Ask strategic questions to help scope projects effectively and provide valuable insights to challenge and refine matter management and performance.
• 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
• Experience in leveraging Power BI, including Power Query Editor and DAX, to transform raw data into actionable insights through meaningful visualizations and performance-tracking reports.
• Excellent analytical skills, with proficiency in Microsoft Excel; experience with automation tools such as Power Automate to streamline workflows, and project management tools like Smartsheet and HighQ to manage tasks, track progress, and collaborate across teams, is highly beneficial.
• Ability to organize, analyze and summarize large amounts of data to identify key performance indicators, trends and core concepts
• 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

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

Education

• Bachelor’s degree in Business, Computer Science or Information Technology or other relevant background; 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 firm’s right to assign or reassign duties and responsibilities to this position at any time.

Compensation Salary $82,000 - $123,000

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.

For more information or to view other job opportunities, please click here to go back to our careers page.

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:

EQUAL EMPLOYMENT OPPORTUNITY

The Firm is an equal opportunity employer. It is the policy of the Firm that employment decisions shall be based on merit, qualifications and competence. Employment practices will not be influenced or affected by virtue of a person’s race (including traits associated with race, including hair texture and protective hairstyles such as afros, braids, locks, and twists), religion, creed, color, national origin, ancestry, citizenship, physical disability, mental disability, medical condition, genetic information, marital status, sex, pregnancy, childbirth, breastfeeding, gender, parental status, gender identity, gender expression, sexual orientation, age, familial status, domestic violence victim status, military and veteran status, or any other characteristic protected by applicable federal, state, or local law. This policy governs all aspects of employment including, without limitation, recruiting, hiring, compensation, benefits, promotion, assignment, and dismissal. In addition, it is the Firm’s policy to provide an environment that is free of prohibited harassment of any kind including, without limitation, that which is based on sex, race, age, disability, ethnic background, or any other category protected by law (including the categories listed above). 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.