Business Data Analyst Job at Sweet James LLP in Newport Beach
Sweet James LLP, Newport Beach, CA, United States, 92659
Overview
Business Data Analyst to the CEO at Sweet James LLP to drive data-informed decision-making across the firm’s operations, marketing, finance, and legal teams. The ideal candidate translates raw data into actionable insights that shape high-level strategy and improve firm performance.
Sweet James is devoted to providing quality and excelling results while continuously making a difference in our community. If you are seeking a long-term legal career with an opportunity to grow in a high performance, collaborative environment, we encourage you to apply.
Key Responsibilities
- Partner with the CEO to develop dashboards, reports, and presentations that track key performance indicators KPIs across intake, legal operations, marketing, finance, and settlement outcomes.
- Analyze case lifecycle data to identify trends in case value, duration, attorney productivity, and settlement timelines.
- Provide insight into marketing performance, client acquisition costs, and return on investment ROI across channels.
- Monitor operational efficiency, resource allocation, and staffing models to identify opportunities for growth or cost savings.
- Use data to support strategic planning, goal setting, and firmwide initiatives e.g. new markets, staffing plans, vendor optimization.
- Collaborate with cross-functional teams to gather, clean, and structure data from multiple sources including case management systems Litify, Clio, Filevine, marketing platforms, and financial systems.
- Build executive-level reports and dashboards using Excel, Google Sheets, Tableau, Power BI, or similar tools.
- Identify gaps or inconsistencies in data collection and recommend solutions to improve data integrity and accessibility.
- Conduct ad hoc analyses for the CEO and leadership team as needed.
Required Qualifications
- Bachelor’s degree in Business, Economics, Data Science, Statistics, or a related field.
- 3+ years of experience in a business analyst, data analyst, or strategic operations role.
- Proven experience building dashboards, conducting data analysis, and presenting findings to executive stakeholders.
- Strong proficiency in Excel/Google Sheets, SQL, and data visualization tools e.g. Tableau, Power BI.
- Experience working with large datasets and turning complex data into digestible insights.
- Excellent communication and presentation skills; ability to influence and advise C-level leadership.
- High level of discretion and professionalism when working with sensitive data.
Preferred Skills
- Experience in the legal industry, healthcare, insurance, or other professional services.
- Familiarity with case management software Salesforce, Litify, Clio, Filevine, Needles, etc.
- Experience in marketing analytics or legal operations optimization is a strong plus.
What We Offer
- Direct exposure to executive leadership and firmwide strategy
- Career Development Opportunities for professional growth and advancement
- A Team-Focused, Metric-Driven Environment: training and mentorship to continuously learn and exceed career goals
- Full Benefits Package: including health insurance, dental and vision insurance, HSA, Life Insurance, and 401(k) Matching
- Paid Time Off
- Free parking for all employees
Company Description
Sweet James is a renowned law firm dedicated to providing exceptional legal services. Our team is driven by a commitment to excellence, client satisfaction, and continuous improvement. Joining Sweet James means becoming part of a dynamic and collaborative work environment where your skills and contributions are valued and where there are endless opportunities for growth if you invest in your self growth.
Details
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Information Technology
- Industries: Law Practice