Harbor

• Lead Harbor’s global accounting, financial reporting, and controllership activities across regions and entities. • Ensure financial results are accurate, timely, well-supported, and useful for leadership decision-making. • Oversee global close governance, including close calendars, reporting deliverables, reconciliations, review standards, and issue resolution. • Maintain and evolve accounting policies, reporting practices, and documentation to support consistency across the global business. • Provide guidance on complex accounting matters, including revenue recognition, accruals, commissions, leases, intercompany activity, acquisitions, and other significant transactions. • Continue to strengthen scalable controls across key accounting and reporting processes. • Support a consistent approach to documentation, approvals, reconciliations, reviews, and audit support. • Partner with external auditors and advisors on accounting, reporting, controls, and technical accounting matters. • Partner with external tax advisors to ensure compliance with applicable federal, state, local, and international tax requirements while identifying opportunities to reduce tax exposure and improve tax efficiency. • Ensure the organization is well-prepared for audit and compliance requirements through proactive planning and strong underlying support. • Balance control discipline with a practical, business-oriented approach that supports efficiency and collaboration. • Partner with Finance leaders and regional teams to ensure accounting activities are coordinated effectively across close, reporting, AR, AP, billing, payroll accounting, intercompany, and statutory requirements. • Identify opportunities to simplify processes, improve handoffs, reduce manual work, and increase consistency across teams and geographies. • Support system, process, and reporting improvements that make Finance more efficient, reliable, and scalable. • Lead and optimize accounting processes within NetSuite, Harbor’s existing ERP system, ensuring effective use of system capabilities, data integrity, and scalable reporting processes. • Lead, coach, and develop accounting and financial reporting team members across functions and regions. • Build strong relationships across Finance and the business, creating trust through responsiveness, accuracy, sound judgment, and practical problem-solving. • Foster a supportive, collaborative, and accountable team culture. • Support M&A diligence and integration activities, including accounting policy alignment, opening balance sheets, systems integration, close process integration, intercompany setup, and control considerations. • Support acquisition integration activities, including accounting process alignment, ERP/reporting integration, opening balance sheet review, purchase accounting support, and implementation of Harbor financial controls and reporting standards. • Translate accounting, controls, and reporting topics into clear, practical recommendations for Finance and business leaders.

Role Description Harbor is seeking a Manager to join our growing team. The Vendor Management Office team is a highly talented and cross-functional group of professionals who provide unique and unparalleled solutions to our clients through the combination of data analytics, leading industry knowledge, and area expertise. This professional position is fully remote. - Pair the experience and knowledge of the VMO department with internal operations and strategic needs to effectively deliver VMO solutions to clients. - Operational functions and strategic initiatives can include but are not limited to: - Knowledge management - Financial reporting and management - Business intelligence and analysis - Resource management - Talent development and training - Team empowerment - Project management - Process improvement - Creating interdepartmental synergies - Streamlining workflow - Ensuring on-time completion of deliverables - Business development and intake support - Leading external department liaison (IT, Talent, Legal, Marketing, etc.) - Lead and manage all aspects of client sourcing, including: - Guiding internal resources - Facilitating requirements - Conducting data analysis and research - Implementing identified opportunities alongside client senior management - Design and execute strategy for contract negotiations including: - Acquisitions - Maintenance renewals - Strategic cost optimization - Terms/conditions improvements/standardizations - Structure ill-defined problems, develop conceptual frameworks and analytical approaches, and create recommendations for client implementation. - Independently structure, write, and present well-organized and persuasive end work product to clients. - Develop new intellectual capital, including frameworks and analyses, to drive continuous improvement and innovation. - Lead specific operational functions and strategic initiatives within the department by creating and executing strategic plans and managing designated team members. - Identify potential risks and obstacles to achieving goals, as well as improvements to approach, process, project management/execution and identify possible solutions. - Manage and direct consultant team to consistently execute on high quality client goals, contracted deliverables, and/or target results. - Effectively manage and track workstreams, engage stakeholders, provide project/program reporting. - Serve as a mentor and team player, fostering the development of consulting staff and contributing to a collaborative work environment. - Develop and facilitate positive working relationships with various internal groups, while leading initiatives that foster a safe, open, respectful and inclusive work environment. - Leverage global organizational framework to operationalize tactical client delivery. - Travel as needed to client sites, not to exceed 25% of working time. Qualifications - Experience managing and leading project teams and stakeholders; ability to manage people remotely. - Exceptional project/change management, execution and implementation skills. - Exceptional business acumen, presence, time management and interpersonal/communication (written & verbal) skills. - Exceptional complex analytic skills and experience conducting quantitative and qualitative data analysis. - Advanced proficiency in computer skills including Microsoft Excel and Microsoft PowerPoint. - 4-6+ years of relevant consulting experience. - Bachelor's degree in Business Administration, Finance, Economics, Supply Chain or Management Information Systems required. - MBA and/or PMP (or similar certifications) preferred. Company Description Harbor is the preeminent provider of expert services across strategy, legal technology, operations, and intelligence. Our globally integrated team of 900+ strategists, technologists, and specialists navigate alongside our clients – leading law firms, corporations, and their law departments – to provide essential resources and invaluable insights. Anchored in a rich heritage of deep knowledge, steadfast relationships, and mutual respect, our unwavering dedication lies in shaping the future of the legal industry and fostering enduring partnerships within our community and ecosystem. Harbor is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, marital status, civil union status, national origin, ancestry, age, parental status, disabled status, veteran status, or any other legally protected classification, in accordance with applicable law.

Role Description Harbor is seeking a highly skilled and motivated Team Lead – Business Intelligence to join our Financial Systems consulting team. This role combines people leadership with hands-on delivery, managing a team of BI Developers while actively contributing to client-facing engagements. The Team Lead will play a critical role in delivering high-quality financial reporting, analytics, and data-driven insights for our law firm clients. This individual will ensure strong alignment between client needs, internal standards, and technical best practices, while fostering a collaborative and high-performance team environment. This is a full-time, fully remote position that can be based anywhere in the United States, United Kingdom, or Canada. The Team Lead – Business Intelligence is responsible for leading a team of four BI Developers, balancing approximately 20% leadership responsibilities with 80% hands-on delivery and client utilization. The ideal candidate brings deep expertise in law firm financial systems, reporting frameworks, and BI tools, along with proven leadership experience. This role requires a strong combination of technical capability, client engagement skills, and team management. Qualifications - 7+ years of experience in Business Intelligence, Data Analytics, or a related field - 2+ years of experience leading or managing technical teams - Proven experience delivering financial reporting solutions, ideally within law firms or professional services - Strong understanding of law firm financial concepts, including billing, collections, realization, and profitability - Demonstrated ability to balance leadership responsibilities with hands-on delivery - Bachelor’s degree in Information Systems, Finance, Accounting, Data Analytics, or relevant experience Requirements - Advanced proficiency in Power BI/Fabric, including semantic models, DAX measure development, and well-designed reports and dashboards - Strong SQL and dimensional data modeling expertise, with the ability to design performant, maintainable datasets for reporting and analytics - Experience with law firm financial systems (e.g., Elite, Aderant, or similar) - Familiarity with data warehousing concepts and ETL processes - Strong sense of report design, including visual aesthetics, usability, layout, and functional alignment with business workflows - Familiarity with BI security concepts, including row-level security, workspace permissions, and controlled data access - Strong analytical and problem-solving capabilities - Excellent communication skills, with the ability to engage both technical and non-technical stakeholders - High level of attention to detail and commitment to quality - Strong organizational skills with the ability to manage competing priorities effectively - Comfortable working in a client-facing, consulting environment - Authorized to work in country of residence without restriction or sponsorship Company Description Harbor is the preeminent provider of expert services across strategy, legal technology, operations, and intelligence. Our globally integrated team of 900+ strategists, technologists, and specialists navigate alongside our clients – leading law firms, corporations, and their law departments – to provide essential resources and invaluable insights. Harbor is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, marital status, civil union status, national origin, ancestry, age, parental status, disabled status, veteran status, or any other legally protected classification, in accordance with applicable law.

• Conducts legal, business, and other research and reference work, including sophisticated, in-depth research and analysis utilizing legal and non-legal information resources • Conducts effective reference interviews and distills research results into clear and concise reports of findings • Evaluates diverse information sources for currency, reliability, relevance, and cost-effectiveness and selects the optimal resources for research requests • Assists in the instruction of attorneys, legal assistants, and others in the use of legal research tools and services • Maintains research proficiency across a wide spectrum of business, legal, legislative, analytics and docket resources including Lexis, Westlaw, Bloomberg Law, Pacer, WK VitalLaw, and Lex Machina among others • Effectively utilizes request tracking software to track and process research requests • Continues professional development through library association membership and activities

• Own both architecture and configuration, leading key design decisions while supporting the development of solutions. • Serve as the lead architect and technical lead for PSA and PSA adjacent initiatives. • Partner closely with Delivery and Enterprise Operations leaders to translate strategic business goals into scalable technical solutions. • Lead the end-to-end technical design and architecture of scalable PSA and Professional Services solutions on Salesforce. • Maintain deep expertise in Salesforce and PSA data models, architecture, and security, designing for performance and scale in high-volume scenarios. • Responsible for implementing solutions that support business requirements and drive key decisions that improve processes and productivity.

• Effectively engages children/youth with significant behavioral health needs and their family/caregivers for assigned caseload (1:10 for ICC and 1:25 for MCC). • Builds and maintains knowledge of available community resources and helps to link youth and family to needed supports. • Conducts comprehensive CANS assessment and facilities development of an individualized, strength based Child and Family-Centered Care Plan. • Actively monitors plan to ensure services are provided in accordance with plan and helps to address challenges and barriers and updates/modifies plan as needed. • Facilitates Child and Family Team meetings and ensure the child and family have a voice and choices in their plan and providers. • Encourages creative solutions and use of natural supports with a goal of maintaining the youth in the community and in the least restrictive environment. • Facilitates access to clinical and psychiatric consultation for assigned ICC and/or MCC youth. • Develops safety-crisis plan with youth and family and reviews. • Ensures that initial and ongoing engagement, contacts and documentation are completed as required per CME rules. • Must be willing to work flexible hours which may include evenings and/or weekends. Required to provide services in the home and other community setting.

• Support families of youth with behavioral health needs through peer support, advocacy, and system navigation. • Assist treatment and service coordination teams in the assessment and engagement of clients. • Support Child and Family Teams (CFTs) for wraparound and service coordination teams. • Assist families in identifying, using, and accessing family, neighborhood, and community support services. • Act as an advocate for clients and families to secure needed services. • Provide feedback on the needs of parents and families and identify gaps in services and supports. • Collect required data from youth and families for program evaluation. • Provide education on self-management of symptoms to clients and families. • Maintain client confidentiality and adherence to HIPAA requirements.

• Lead and manage cross-functional project teams to ensure successful project delivery using 3E Project Management tools. • Collaborate with clients to define project scope, objectives, and deliverables while ensuring compliance with all project requirements. • Develop and maintain detailed project plans, including timelines, budgets, ensuring alignment with client expectations and organizational goals. • Utilize 3E Project Management tools to track project progress, manage resources, and report on milestones to stakeholders. • Coordinate project documentation, including project charter, status reports, and meeting notes using 3E Project Management platform. • Monitor and manage projects risks, proactively identifying and addressing potential issues to ensure timely resolution. • Act as the primary point of contact for clients, fostering strong relationships and clear communication.

• Leverage subject matter expertise to assess contracting processes & technology to provide objective guidance and recommendations on solutions to implement in support of client system evaluation processes. • Serve as the lead project manager for implementation projects, including creating and maintaining project schedules and work/staffing plans, managing the project budget and scope, forecasting resourcing, providing routine status updates, scheduling workshops, and managing client billables and invoicing. • Facilitate workshops with client stakeholders to gather, document, and prioritize business and technical requirements, including business process modeling, integration, security, migration, and reporting; provide subject matter expertise on industry best practices and tool capabilities. • Advise clients on how to best integrate their existing technologies together to enhance their overarching legal operations function; design technology-enabled processes and system integrations to create innovative yet practical solution frameworks. • Directly contribute to and oversee all process mapping, data analysis, drafting of project deliverables, and configuration of solutions. • Map data between any source system(s) and/or data repositories and the new technology solution; support migration and migration validation processes. • Define and orchestrate the change management strategy and effort needed to ensure enduring change, strong user adoption, and a seamless implementation experience.

Role Description Harbor is looking for detail-oriented and committed Data Quality Professionals (DQPs) to join our growing Managed Services team. As a DQP, you’ll play a key role in helping our clients maintain accurate, high-quality data that supports their business development and relationship management efforts. This is a remote position ideal for individuals who thrive in a structured, flexible work environment with a strong emphasis on quality, accuracy, and independence. Join our team as a Data Quality Professional and make a real impact by delivering accurate, high-quality data that helps our clients succeed. Hourly Pay Rate: $15.00 per hour Responsibilities: - Log in and complete assigned work each week according to deadlines - Review and update client data accurately based on provided Style Guides - Research and validate information using internal and external data sources - Resolve data discrepancies and merge duplicate records - Follow standardized procedures for general data clean-up projects - Exercise sound judgment in determining accurate data - Review audit feedback weekly, correcting any errors and implementing coaching guidance - Communicate issues or blockers proactively with your team - Attend and contribute to team meetings Qualifications - You bring 3+ years of professional work experience or similar, ideally in a detail-driven role - You follow directions carefully and execute tasks with high accuracy - You have strong communication and collaboration skills, especially in virtual settings - You are technically proficient and comfortable using software tools and systems - You are self-motivated, organized, and able to manage your time independently - You take pride in your work and are committed to delivering a high standard of quality - You maintain confidentiality and demonstrate discretion when handling sensitive information Requirements - Reliable, high-speed internet connection - A quiet, dedicated workspace free from distractions during work hours Benefits - Work from home in a fully remote position with a flexible schedule - No dress code – wear what’s comfortable - No commute – save time and money - Supportive team environment with accessible Quality Specialists and Client Managers - Opportunities for advancement – we promote internally and recognize talent