Business Analyst

Summary

Join Keller Postman LLC as a Business Analyst in the Intake Department! As a vital link between operations and technology, you will analyze data, improve processes, and support projects. You will evaluate workflows, propose solutions, and create reports to enhance efficiency and the client experience. This role requires strong analytical, communication, and technical skills. The ideal candidate is detail-oriented and adept at collaborating with stakeholders. You will contribute to process documentation, project tracking, data analysis, and system optimization. This position offers the opportunity to make a significant impact on a national law firm.

Requirements

• Strong ability to interpret data, identify trends, and draw meaningful conclusions
• Exceptional verbal and written communication skills to gather requirements, present findings, and collaborate with cross-functional teams
• Expertise in data analysis tools like Excel, Power BI, or Tableau
• Familiarity with project management software (e.g., Jira, Trello) and legal practice management systems
• Proven ability to identify issues, analyze root causes, and implement practical solutions
• Ability to manage multiple priorities, meet deadlines, and maintain attention to detail in a fast-paced environment
• Bachelor’s degree in Business Administration, Data Analytics, or a related field
• Minimum of 2 years of experience as a Business Analyst or in a similar role, preferably within the legal industry

Responsibilities

• Extract and analyze data from various sources, such as case management systems, client databases, and financial records
• Identify trends, patterns, and opportunities for improving operational performance
• Evaluate and document existing workflows within the Intake Department
• Propose and implement optimization strategies to enhance operational efficiency and streamline processes
• Assist in planning and tracking projects related to technology upgrades or process changes
• Collaborate with stakeholders to understand business needs and gather detailed functional requirements for new systems, features, or enhancements
• Develop comprehensive documentation, including business requirements, use cases, and technical specifications
• Create and maintain Standard Operating Procedures (SOPs) for intake operations
• Generate detailed reports and dashboards using tools like Excel or Sigma to provide actionable insights to decision-makers
• Communicate findings and recommendations effectively through data visualizations
• Partner with IT teams to ensure seamless integration of new systems or enhancements into existing workflows
• Participate in User Acceptance Testing (UAT) to validate functionality and ensure user needs are met
• Analyze client feedback and identify opportunities to enhance service delivery and improve the overall client experience

Preferred Qualifications

• Familiarity with CRM – Salesforce is a plus
• Experience with process documentation tools (e.g., Lucidchart) and SOP creation