Director of Reporting & Pricing

Loeb & Loeb LLP; Los Angeles (CA); On-site; USD 235,000 - 300,000; Full time

Job summary

Loeb & Loeb LLP seeks a Director of Reporting & Pricing to lead the development, analysis, and refinement of the firm’s pricing strategies and financial reporting. You will partner with firm leadership, Practice Groups, Finance, BD, and Data teams to ensure accurate rate configurations and reliable reporting for strategic insight.

This role requires advanced SQL, Aderant, Power BI and Excel skills, plus 5+ years in roles with increasing leadership responsibility, ideally in the legal industry.

Qualifications

• Bachelor's degree preferred.
• 5+ years’ experience, legal industry preferred.
• 3+ years’ managerial experience.
• Proficient in Aderant, SQL or Power BI, and advanced proficiency in MS Excel.

Responsibilities

• Lead monthly and annual reports.
• Prepare ad hoc client reports including time details and assignments.
• Create reports to analyze firm financial metrics and profitability.
• Develop and prepare pricing proposals in response to RFP requirements while ensuring compliance with firm policies.
• Review client/matter/timekeeper data for accuracy.
• Assist in managing firm and client rates and annual increases.
• Create SSRS or Power BI reports as needed.
• Organize, manage and review reports for consistency and accuracy.

Skills

Analytical thinking

Leadership

Collaboration

Communication

Education

Bachelor's degree

Tools

Aderant

Power BI

MS Excel

MS-SQL

Azure

Job description

The Director of Reporting & Pricing leads the development, analysis, and ongoing refinement of the firm’s pricing strategies and financial reporting to support profitability, market competitiveness, and data‑driven decision‑making. This role partners closely with firm leadership, Practice Group leaders, Finance, Business Development, and the Data teams to ensure pricing structures, matter setups, and rate configurations are accurate, consistent, and streamlined for reliable reporting and strategic insight.

Supervisory Responsibilities:

• Manage the pricing/reporting and client/timekeeper data teams.
• Conduct performance evaluations for department staff.
• Review and approve timecards and PTO for department staff.

Duties/Responsibilities:

• Preparation of monthly and annual reports.
• Prepare ad hoc client reports including time detail, ledger history, and attorney assignments.
• Create reports to analyze firm financial metrics and profitability.
• Develop and prepare pricing proposals in response to RFP requirements while ensuring compliance with firm policies.
• Review client/matter/timekeeper data for accuracy.
• Assist in managing firm and client rates and annual increases.
• Answer questions that may arise regarding reports.
• Assist attorneys with producing and reporting on matter budgets and estimates.
• Organize, manage and review reports for consistency and accuracy (both data and recipients).
• Modify Aderant Inquiries and Security as needed.
• Ensure client rates are set up and reported on properly.
• Create SSRS or Power BI reports as needed.
• Other special projects and analysis, as needed.

Qualifications:

• Possess advanced technical skills, including Aderant, Power BI, MS Excel and MS-SQL to gather data and organize and build reports to facilitate effective analysis. Working knowledge of Azure is a plus.
• Proficient in SQL query creation, analysis and validation.
• Possess excellent analytic and problem-solving skills, with the ability to think on your feet in a fast‑paced environment, anticipate requirements, and consistently deliver exceptional customer service.
• Strong leadership skills to guide, motivate and develop team.
• Service‑oriented, highly organized, and able to effectively manage multiple priorities in a fast‑paced environment.
• Ability to collaborate effectively with individuals at all levels across the firm.
• Proven ability to work independently while quickly learning and adapting to new responsibilities.
• Excellent written and verbal communication skills, with the ability to convey information clearly, concisely, and professionally.

Education and Experience:

• Bachelor's degree preferred.
• 5+ years’ experience, legal industry preferred.
• 3+ years’ managerial experience.
• Proficient in Aderant, SQL or Power BI, and advanced proficiency in MS Excel.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• May be required to lift 5 pounds at times.

Salary

$235K - $300K/yr Exempt Position. This range represents the firm’s good faith minimum and maximum range for the position’s base salary at the time of posting. Actual compensation offered within this range will be determined based on a variety of factors, including—but not limited to—relevant experience and qualifications

The statements contained in this position description are not necessarily all-inclusive, additional duties and responsibilities may be assigned, and requirements may vary from time to time.

Professional business references and a background check will be required for all final applicants selected for a position. In accepting a position, it is understood that continued employment is contingent upon a satisfactory background check. A satisfactory background check is the absence of a criminal record which bears a demonstrable relationship to the applicant/employee’s suitability to perform the required duties and responsibilities of the position.

Loeb & Loeb is an Equal Opportunity Employer. Qualified applicants with arrest or conviction records will be considered in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.