• Own end-to-end financial analytics for the Consumer division, from business question scoping through modeling, analysis, and delivery. • Build and maintain complex financial and operational models primarily in Excel, serving as the foundation for decision-making. • Develop sales and marketing forecasts, including volume, conversion, and unit economics assumptions. • Develop and maintain automated dashboards and reporting pipelines, with increasing use of Power BI. • Drive the annual budgeting process and create trackable frameworks to measure performance throughout the year. • Lead monthly forecasting, variance analysis, and provide clear, actionable commentary for leadership. • Translate complex analysis into clear, executive-ready insights and recommendations.

• Collaborate with stakeholders to understand business needs. • Challenge and refine the requirements to ensure alignment with business objectives. • Perform thorough analysis of the client's database to assess the available data. • Conduct workshops with stakeholders to validate KPIs. • Define visualizations and the overall dashboard structure in Looker (using Miro or Figma). • Build or refine the data model to support Looker’s data exploration (using BigQuery and dbt). • Develop LookML models for transforming and structuring data. • Ensure flexibility for users to explore custom reports. • Focus on usability and clear data presentation. • Leverage AI-driven solutions to enhance user experience. • Write articles for platforms like Medium to share expertise, insights, and innovations.

• Architect, implement, and maintain last-mile data pipelines to ensure seamless extraction, transformation, and loading (ETL) of data from diverse sources into PowerBI, Power Automate, and Power Apps. • Create visually compelling and insightful dashboards and reports in PowerBI that provide actionable insights to stakeholders across the organization. • Design and build custom Power Automate/Power Apps solutions to address specific business needs, enhance user experience, and drive user adoption of data-driven applications. • Integrate machine learning models into data pipelines and frameworks, enabling predictive analytics and advanced insights. • Implement data quality checks and ensure adherence to data governance standards throughout the data pipeline, from source to visualization. • Continuously monitor and optimize the performance of data pipelines, PowerBI reports, Power Automate workflows, and Power Apps solutions to ensure optimal efficiency and reliability. • Provide training sessions and user support to help stakeholders effectively utilize BI tools and applications. • Address user feedback and iterate on solutions to improve usability and adoption. • Work closely with cross-functional teams, including business users, data engineers, and IT professionals, to understand requirements, gather feedback, and deliver solutions that meet business objectives. • Document data pipelines, workflows, and applications, and share best practices and insights with team members to foster a culture of learning and continuous improvement.

• Own the Looker Studio environment. • Build, maintain, and continuously improve dashboards, data sources, reporting standards, and visualization best practices across the firm. • Build executive KPI dashboards. • Give leadership clear visibility into marketing performance, intake productivity, operational KPIs, and firm-wide metrics. • Analyze marketing & lead generation. • Measure performance across Meta Ads, Google Ads, and other channels, and connect spend to outcomes. • Track the full client journey. • Report on lead flow and conversion from generation through intake, retention, and case outcomes, including conversion, qualification, contact, and retained rates, plus agent and team productivity. • Reconcile data & safeguard accuracy. • Validate and reconcile data across Salesforce, HubSpot, RingCentral, advertising platforms, Filevine, and other systems; proactively surface and resolve discrepancies. • Design data models & automate reporting. • Build models that support consistent analytics, and automate recurring reports to cut manual effort. • Deliver insights to leadership. • Produce weekly, monthly, quarterly, and ad hoc reports; present findings and recommendations clearly; identify trends, bottlenecks, and opportunities. • Support strategy. • Partner with leadership to define key metrics, and assist with forecasting, capacity planning, and goal-setting.