Data Solutions Analyst

Job Description

Job Description

CPN Legal is seeking a detail-oriented Reporting & Data Solutions Analyst to join our growing team supporting law firms with financial and operational reporting services. This role focuses on building and maintaining custom Excel-based reports that help law firm owners and managers monitor key performance indicators (KPIs), manage compensation, and make data-driven decisions about their business.

The ideal candidate is highly proficient with data, has strong Excel skills (including macros), and thrives in a collaborative environment where creative problem-solving and process improvement are valued. This role will work closely with the team that designs and maintains customized reporting tools that combine data from multiple systems into easy-to-use dashboards and reports.

We have a fun, collaborative, and casual work environment complete with an office dog. Our success is directly credited to our team, and we continue to invest in hiring and growing the firm. We have been named a Fast 55 finalist company for our incredible growth in both 2023, 2024 and 2025, as well as a Best Places to Work finalist in 2022, 2023, 2024 and 2025. CPN Legal provides a comprehensive benefits package complete with flexible work schedules, special events, and expected benefits (medical, dental, vision, 401(k), short term disability and more).

Primary duties & Responsibilities

• Build, maintain, and enhance custom Excel-based reports or other software dashboards from scratch to be used by law firm clients.
• Develop and maintain Excel macros and formulas to automate reporting processes.
• Integrate and consolidate data from multiple systems into standardized reporting formats.
• Ensure reports are accurate, consistent, and delivered on schedule.
• Validate and reconcile data from various financial and operational systems including Quickbooks and Clio.
• Identify trends, inconsistencies, or anomalies in data and escalate issues when necessary.
• Support ongoing enhancements to reporting tools and templates.
• Collaborate with clients and internal team members to understand client reporting needs.
• Assist with implementing new reporting structures or KPI tracking frameworks.
• Contribute ideas to improve report usability, automation, and efficiency.
• Assist with system conversions or implementation projects as needed.
• Identify opportunities to streamline reporting workflows.
• Document processes and maintain clear reporting procedures.
• Support the development of scalable reporting solutions as the business grows.
• Create and utilize APIs and data connectors to extract, integrate, and automate the flow of data between systems such as QuickBooks, Clio, or other platforms
• Recommend and implement improvements to reporting architecture, automation capabilities, and data management processes.

Skills & Competencies

• Advanced Microsoft Excel skills, including complex formulas and functions, data validation and reconciliation, and excel Macros
• Experience with API programming to access online systems
• Experience with reporting and business intelligence tools such as: Power BI, or similar reporting platforms
• Strong ability to combine and transform data from multiple systems and sources.
• Knowledge of database concepts, data structures, and reporting best practices.
• Experience working with financial, accounting, and operational data.
• Ability to interpret KPIs and business performance metrics and translate them into meaningful reporting solutions.
• Strong analytical and critical thinking skills.
• Excellent attention to detail and commitment to accuracy.
• Effective problem-solving and troubleshooting abilities.
• Strong organizational and project management skills.
• Ability to prioritize multiple projects and consistently meet deadlines.
• Strong client-service orientation and relationship-building skills.
• Ability to work independently while collaborating effectively within a team environment.
• Continuous improvement mindset with a focus on efficiency and innovation.

Education & Experience

• Bachelor’s degree in Computer Science, Software Development, Accounting, Finance, Business, or related field preferred (or equivalent experience)
• 3-5 years experience working with data sets and building reports
• Strong Microsoft Excel skills (advanced formulas)
• Experience with API programming to access online systems
• Experience with Excel macros, VBA, Power Automate, Visual BI, or Power BI preferred
• Experience with tools to extract and manage data from complex databases
• Strong communication and collaboration skills
• Experience combining data from multiple systems preferred
• Familiarity with financial, accounting, or operational reporting
• Experience working with KPI dashboards or business performance reporting
• Exposure to accounting or law firm operations
• Prior experience participating in software implementations, conversions, or data migration projects preferred

CPN Legal offers comprehensive accounting and bookkeeping services to law firms across the country, on a daily, monthly, or as-needed basis. We work with each client to tailor an engagement that meets their unique needs.

We have a fun, collaborative, and casual work environment complete with an office dog. Our success is directly credited to our team, and we continue to invest in hiring and growing the firm. We have been named a Fast 55 finalist company for our incredible growth in both 2023, 2024 and 2025, as well as a Best Places to Work finalist in 2022, 2023, 2024 and 2025. CPN Legal provides a comprehensive benefits package complete with flexible work schedules, special events, and expected benefits (medical, dental, vision, 401(k), short term disability and more).

CPN Legal offers comprehensive accounting and bookkeeping services to law firms across the country, on a daily, monthly, or as-needed basis. We work with each client to tailor an engagement that meets their unique needs.

Company Description

CPN Legal offers comprehensive accounting and bookkeeping services to law firms across the country, on a daily, monthly, or as-needed basis. We work with each client to tailor an engagement that meets their unique needs.\n\nWe have a fun, collaborative, and casual work environment complete with an office dog. Our success is directly credited to our team, and we continue to invest in hiring and growing the firm. We have been named a Fast 55 finalist company for our incredible growth in both 2023, 2024 and 2025, as well as a Best Places to Work finalist in 2022, 2023, 2024 and 2025. CPN Legal provides a comprehensive benefits package complete with flexible work schedules, special events, and expected benefits (medical, dental, vision, 401(k), short term disability and more).\n\nCPN Legal offers comprehensive accounting and bookkeeping services to law firms across the country, on a daily, monthly, or as-needed basis. We work with each client to tailor an engagement that meets their unique needs.