Morgan & Morgan, PA.
Advanced Analytics Lead, Strategic Modeling
Morgan & Morgan, PA., New York, New York, us, 10261
Overview
Advanced Analytics Lead, Strategic Modeling — Brooklyn, New York, United States We’re building the analytics engine that powers strategic decision-making for America’s largest personal injury firm. This role involves building, maintaining, and evolving case-level forecasting models that drive headcount planning, revenue & P&L projections, and prescriptive recommendations. You’ll partner with leadership across operations, finance, and legal to translate data into staffing plans, financial outlooks, and actionable targets using SQL, Python, Excel, Power BI. This position will be a part of the Strategy & Insights group. Responsibilities
Develop & Own Forecasting Models: Build and continually tune drivers-based case progression and settlement forecasts that feed into attorney/staff headcount models, revenue projections, and P&L scenarios. Headcount & Capacity Planning: Translate case inventory and flow forecasts into staffing needs (attorneys, case managers, support), including “what-if” scenario modeling and pipeline management. Revenue & P&L Modeling: Integrate forecasted case outcomes, fee structures, and timing lags into multi-period financial models to project cash flow, revenue recognition, profitability, and marketing ROI. Prescriptive Analytics: Surface actionable recommendations based on deviations and leading indicators. Dashboarding & Automation: Build and maintain automated dashboards/reports (Power BI + SQL, Excel, Python pipelines) to surface forecast outputs, variance analyses, KPIs, and scenario comparisons to stakeholders. Cross-functional Partnership: Work with Operations, Finance, and Marketing to align assumptions, socialize forecasts, and embed analytic insights into planning cycles. Benchmarking & Goal Setting: Establish internal benchmarks and help set realistic targets. Root Cause & Variance Analysis: Lead deep dives when actuals diverge from forecast; quantify driver impacts and recommend corrective actions. Influence & Storytelling: Provide concise narratives and presentations to senior leadership for driving strategic decisions. Strategy & Insights: Provide timely, data-backed insights on special initiatives and evolving business needs across cross-functional groups. Qualifications
Must-Haves: Bachelor’s degree in computer science, engineering, statistics or related field. 4+ years of hands-on experience in data science, analytics, forecasting, or BI with proven ownership of models that influenced staffing/revenue decisions. Deep proficiency in SQL for exploring and transforming large operational datasets. Proficient in Python or R with hands-on experience in data processing, statistical modeling, automation, and machine learning. Experience building interactive dashboards/reports with emphasis on data modeling (Power BI strongly preferred). Demonstrated ability to translate data into business impact for non-technical audiences. Familiarity with drivers-based and bottom-up forecast construction, variance analysis, and scenario planning. Comfortable working with ambiguity, juggling multiple planning cycles, and delivering under tight timelines. Excellent communication skills: ability to document and socialize assumptions, methodologies, and results. Nice-to-Haves: Prior experience in legal operations, personal injury or litigation-focused forecasting, or professional services staffing models. Exposure to P&L modeling with lag structures (case lifecycle revenue recognition). Experience with prescriptive analytics / optimization (simple decision rules, cost-benefit tradeoffs). Familiarity with statistical survival analysis, competing risks, time series, causal inference, and time-to-event modeling. Experience integrating data from CRM/Case management systems (e.g., Litify/Salesforce) into forecasting pipelines. Knowledge of revenue operations concepts and how they intersect with capacity and cost models. Experience with statistical tools and building interactive internal tools. Salary
$150,000 - $160,000 USD Equal Opportunity & Compliance
Morgan & Morgan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm work authorization. If E-Verify cannot confirm, you will be given instructions to resolve the issue before any action is taken. Privacy policy: Here is a link to Morgan & Morgan's privacy policy.
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Advanced Analytics Lead, Strategic Modeling — Brooklyn, New York, United States We’re building the analytics engine that powers strategic decision-making for America’s largest personal injury firm. This role involves building, maintaining, and evolving case-level forecasting models that drive headcount planning, revenue & P&L projections, and prescriptive recommendations. You’ll partner with leadership across operations, finance, and legal to translate data into staffing plans, financial outlooks, and actionable targets using SQL, Python, Excel, Power BI. This position will be a part of the Strategy & Insights group. Responsibilities
Develop & Own Forecasting Models: Build and continually tune drivers-based case progression and settlement forecasts that feed into attorney/staff headcount models, revenue projections, and P&L scenarios. Headcount & Capacity Planning: Translate case inventory and flow forecasts into staffing needs (attorneys, case managers, support), including “what-if” scenario modeling and pipeline management. Revenue & P&L Modeling: Integrate forecasted case outcomes, fee structures, and timing lags into multi-period financial models to project cash flow, revenue recognition, profitability, and marketing ROI. Prescriptive Analytics: Surface actionable recommendations based on deviations and leading indicators. Dashboarding & Automation: Build and maintain automated dashboards/reports (Power BI + SQL, Excel, Python pipelines) to surface forecast outputs, variance analyses, KPIs, and scenario comparisons to stakeholders. Cross-functional Partnership: Work with Operations, Finance, and Marketing to align assumptions, socialize forecasts, and embed analytic insights into planning cycles. Benchmarking & Goal Setting: Establish internal benchmarks and help set realistic targets. Root Cause & Variance Analysis: Lead deep dives when actuals diverge from forecast; quantify driver impacts and recommend corrective actions. Influence & Storytelling: Provide concise narratives and presentations to senior leadership for driving strategic decisions. Strategy & Insights: Provide timely, data-backed insights on special initiatives and evolving business needs across cross-functional groups. Qualifications
Must-Haves: Bachelor’s degree in computer science, engineering, statistics or related field. 4+ years of hands-on experience in data science, analytics, forecasting, or BI with proven ownership of models that influenced staffing/revenue decisions. Deep proficiency in SQL for exploring and transforming large operational datasets. Proficient in Python or R with hands-on experience in data processing, statistical modeling, automation, and machine learning. Experience building interactive dashboards/reports with emphasis on data modeling (Power BI strongly preferred). Demonstrated ability to translate data into business impact for non-technical audiences. Familiarity with drivers-based and bottom-up forecast construction, variance analysis, and scenario planning. Comfortable working with ambiguity, juggling multiple planning cycles, and delivering under tight timelines. Excellent communication skills: ability to document and socialize assumptions, methodologies, and results. Nice-to-Haves: Prior experience in legal operations, personal injury or litigation-focused forecasting, or professional services staffing models. Exposure to P&L modeling with lag structures (case lifecycle revenue recognition). Experience with prescriptive analytics / optimization (simple decision rules, cost-benefit tradeoffs). Familiarity with statistical survival analysis, competing risks, time series, causal inference, and time-to-event modeling. Experience integrating data from CRM/Case management systems (e.g., Litify/Salesforce) into forecasting pipelines. Knowledge of revenue operations concepts and how they intersect with capacity and cost models. Experience with statistical tools and building interactive internal tools. Salary
$150,000 - $160,000 USD Equal Opportunity & Compliance
Morgan & Morgan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm work authorization. If E-Verify cannot confirm, you will be given instructions to resolve the issue before any action is taken. Privacy policy: Here is a link to Morgan & Morgan's privacy policy.
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