Data Solutions Analyst

Position Overview

We are seeking a detail-oriented Reporting & Data Analyst to join our growing team supporting law firms with financial and operational reporting. 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 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. 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).

Supervisory Responsibilities:

• None

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.
• 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 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 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