Manager of Business Intelligence

Much of the firm's core reporting ultimately sources from Elite 3E financial data, so familiarity with 3E's data model is a significant asset. Experience in legal or professional services is strongly preferred. Beyond migration and consolidation, this role is also expected to help the firm take advantage of emerging AI-assisted reporting capabilities — such as Microsoft Copilot for Power BI/Fabric — to make reporting more self-service and accessible to non-technical business users over time.

Key Responsibilities
Team & Backlog Leadership
• Manage and develop a team of two BI professionals — setting clear priorities, providing technical guidance, and holding the team accountable for quality delivery.
• Own the BI/reporting intake and backlog process: triage new requests, prioritize against business value and modernization strategy, and set realistic delivery timelines.
• Balance personal hands-on delivery with management responsibilities — this role is expected to remain a working BI developer, not purely a supervisor.

Reporting Modernization & Rationalization
• Lead the ongoing migration of legacy SSRS reports to Power BI, and subsequently to Microsoft Fabric where appropriate, exercising judgment about which reports genuinely warrant migration versus retirement.
• Conduct a comprehensive review of the firm's report catalog — starting with the 200+ financial reports — to identify opportunities to consolidate, simplify, or retire reports where appropriate.
• Define and maintain lightweight report governance (ownership, lifecycle, naming, deprecation process) to keep the reporting environment well-organized as it evolves.
• Simplify and standardize underlying data models and semantic layers to minimize duplicated logic across reports and support a leaner, more maintainable reporting architecture.

AI-Enabled & Self-Service Reporting
• Evaluate and pilot AI-assisted reporting capabilities such as Microsoft Copilot for Power BI/Fabric — including natural-language querying and AI-assisted report generation — to expand self-service access to reporting for non-technical business users.
• Prepare underlying semantic models (business-friendly naming, clear measure definitions, well-structured relationships) so they can effectively support natural-language querying and AI-assisted analysis — this is a natural extension of the broader data-model simplification work above, not a separate effort.
• Ensure AI-assisted and natural-language reporting respects the firm's governance requirements, including ethical walls, information barriers, and matter-level access controls, in partnership with the Data Strategy and Security teams.

Service Delivery & Availability
• Ensure the reporting environment — legacy SSRS, Power BI, and Fabric as it's adopted — remains highly available and performant throughout the transition.
• Maintain or improve user-facing service levels (accuracy, refresh timeliness, usability) even as the underlying platform and report set change.
• Establish validation practices to confirm migrated or consolidated reports match legacy output before cutover, so business users experience no degradation in trust or accuracy.

Hands-On Technical Delivery
• Personally design, build, and maintain Power BI reports, dashboards, and datasets, including complex financial reporting.
• Write and optimize SQL queries against the firm's SQL Server backend and, increasingly, Fabric-based sources.
• Partner with the Director of Data Strategy's team on the underlying data platform to ensure BI reporting is well-supported by upstream data structures.

Financial & Domain Reporting
• Develop working familiarity with Elite 3E's financial data model, since most core financial reporting ultimately sources from 3E.
• Partner with Finance and other business stakeholders to translate reporting requirements into well-designed, maintainable BI solutions.

Stakeholder Communication
• Communicate clearly with both the technical team and non-technical business stakeholders — attorneys, practice group leaders, finance staff — about reporting capabilities, timelines, and tradeoffs.
• Partner with the Director of Enterprise Architecture on architecture and design standards for the BI/reporting environment.

Qualifications
Required
• 7+ years of progressive business intelligence/reporting experience, including at least 2 years in a lead, supervisory, or mentoring capacity.
• Hands-on expertise in Power BI: report and dashboard design, DAX, data modeling, and Power Query.
• Strong SQL Server/T-SQL skills, including the ability to write and optimize queries against a relational backend.
• Familiarity with SSRS, sufficient to understand and evaluate legacy reports during migration.
• Demonstrated experience rationalizing or simplifying a reporting environment — consolidating, retiring, or standardizing reports and data models.
• Experience managing a small team while remaining personally hands-on as an individual contributor.
• Strong backlog management and stakeholder prioritization skills.
• Bachelor's degree in a related field, or equivalent practical experience.

Preferred
• Experience in legal or another professional services environment, ideally with exposure to Elite 3E or a similar practice/financial management platform — strongly preferred.
• Working knowledge of Azure data services (Azure SQL, Microsoft Fabric capacity and workspace concepts) sufficient to operate effectively within the firm's cloud data platform — deep Azure infrastructure or architecture expertise is not required, as that is owned by the Enterprise Architecture and Development teams.
• Experience with Microsoft Fabric or willingness to build that expertise quickly.
• Microsoft Power BI Data Analyst (PL-300) certification; Microsoft Fabric Analytics Engineer Associate (DP-600) certification is a strong plus given the firm's Fabric roadmap.
• Experience with, or strong interest in, AI-assisted BI tools such as Microsoft Copilot for Power BI/Fabric, and an understanding of how to prepare semantic models to support natural-language querying effectively.