Data Analyst

Our client is seeking a Data Analyst on a contract basis to support engagement teams and internal firm operations with data manipulation, extraction, analysis, and reporting. This role will also analyze industry-relevant datasets, including Form 5500s, LM-2s, and similar regulatory filings, to generate insights that support client service, business development, and firm strategy.

The Data Analyst will be responsible for transforming large or complex datasets into clean, accurate, and user-friendly outputs that non-technical stakeholders can understand and act upon. The ideal candidate is highly analytical, detail-oriented, and comfortable working independently while managing multiple priorities across the Firm.

Contract Duration: 6 Months (Potential Extension)

KEY RESPONSIBILITIES

• Analyze Firm operational data, including realization, utilization, WIP, billing, collections, staffing, and engagement profitability.
• Design, build, and maintain reusable datasets by integrating data from APIs, Firm systems, databases, and external sources to support analytics, dashboards, and reporting.
• Create dashboards and reports that provide engagement teams and clients with visibility into key metrics and trends
• Support partners and Firm leadership with ad hoc analytics for management committee reporting, engagement profitability, and resource planning.
• Assist with data extraction and reporting from Firm systems.
• Industry and External Data Analysis
• Extract, clean, and analyze publicly available data relevant to our client base, including Form 5500 filings, LM-2 filings, and other regulatory datasets.
• Identify trends across labor unions, employee benefit plans, nonprofits, and commercial clients to support business development, proposals, and thought leadership.
• Build benchmarking tools and comparative analyses that partners can use in client meetings and prospect conversations.

Presentation and Delivery

• Present findings in clear, user-friendly formats, including Excel workbooks, Power BI dashboards, and summary memos tailored to the audience.
• Ensure outputs are accurate, well-documented, and easy for non-technical users to interpret and reuse.
• Collaborate with IT and Firm operations on data governance, source documentation, and version control.
• Clearly communicate project status, findings, and potential issues to appropriate stakeholders.

COMPETENCIES

• Strong analytical and problem-solving skills
• Excellent oral and written communication skills, with the ability to translate technical findings for non-technical audiences
• Strong attention to detail and commitment to accuracy
• Ability to work independently and manage multiple projects and priorities
• Ability to meet deadlines in a contract-based environment
• Discretion in handling confidential client and Firm data
• Collaborative and service-oriented mindset
• Ability to quickly learn new systems, processes, and data sources

POSITION TYPE

• Contract Position
• This is a contract position with an anticipated duration of [insert duration]. The position is intended to support the Firm's current data analytics and reporting initiatives. The contract may be extended based on business needs, performance, and project requirements.

WORK ENVIRONMENT

• Professional office environment with hybrid flexibility. The contract position will follow the Firm's established work schedule and may require occasional in-office collaboration. Occasional travel to other offices or client sites may be required.
• Standard office equipment, including computers, dual monitors, and collaboration tools, will be provided as applicable.

TRAVEL

• Minimal. Occasional local or overnight travel may be required based on business needs and client or Firm requirements.

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor's degree in Data Analytics, Accounting, Finance, Information Systems, Statistics, or a related field
• Two or more years of experience in a data analyst or similar role
• Proficiency in Excel, including advanced formulas, Power Query, and pivot tables
• Proficiency in SQL
• Experience with data visualization tools such as Power BI or Tableau
• Demonstrated ability to work independently and manage projects from beginning to end

PREFERRED EDUCATION AND EXPERIENCE

• Experience working in or with a public accounting firm, professional services firm, or regulated industry
• Familiarity with accounting systems such as QuickBooks, Sage Intacct, or NetSuite, or exposure to audit and tax workflows
• Experience working with public regulatory datasets such as Form 5500, LM-2, or Census data
• Exposure to Python, R, Alteryx, or other data manipulation platforms
• Familiarity with AI-enabled analytics tools
• Experience developing automated or repeatable data workflows

OTHER DUTIES

• This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for the position.
• Duties, responsibilities, and activities may change at any time with or without notice based on Firm and business needs.