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Operations Analyst

Chicago, IL

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.


Join William Blair, the Premier Global Boutique.


William Blair has delivered trusted advice for nearly nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.


We are committed to our people and culture, values, clients, and local communities.


What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.


We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.


We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.


Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.


We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.


Reporting to the Director of Operations within Legal and Compliance, this role offers an opportunity to implement and support solutions to improve the day-to-day productivity of the Legal & Compliance department.


This position collaborates cross-functionally with the department, as well as key stakeholders across the firm, including Finance, IT and HR. The Operations Analyst will develop and maintain processes and deliver on strategic projects impacting the department.


You will be a member of a high-impact team designing the operational and technology infrastructure, optimizing processes, and running critical processes for a dynamic legal function.


Responsibilities include but may not be limited to:

  • Assist with operations support for Legal and Compliance department, including but not limited to financial planning and analysis, conducting research and data analysis, report generation, coordination of strategic planning annual processes, and ad hoc projects.
  • Partner with Director of Operations in enabling department with technology solutions needed to maximize the team’s ability to deliver quality service to the firm. Encouraged to actively seek out projects to broaden knowledge and expertise.
  • Identify opportunities for increasing efficiency and effectiveness of business operations processes and procedures; assist in identifying and addressing operational issues and escalate questions and issues as appropriate.
  • Manage and run all aspects of legal billing for the firm. Serve as subject matter expert/administrator for billing lifecycle from opening and closing matters, reviewing invoices and acting as primary point of contact for all billing inquiries. Work closely with law firms and general counsel on legal expense management and invoice review.
  • Facilitate the department’s financial planning and forecast processes which occurs at least three times a year. This includes opportunity to work side-by-side with the General Counsel, CFO and other senior leaders within each business line. Support Legal and Compliance teams with process improvements, information requests, general recordkeeping/document retention and more.
  • Create high quality slides and presentations for department meetings, organization and initiatives.
  • Execute routine and ad hoc analysis and reporting requirements.
  • Create all deliverables in a timely and accurate manner.
  • Follow established policies and procedures.
  • Additional responsibilities as requested.


Qualifications:

  • Bachelor’s Degree required.
  • Minimum 2 years’ work experience within legal function, law firm, or other professional services’ firm.
  • Strong understanding and ability to administer billing systems (e.g. Legal Tracker, CounselLink, Serengeti); management of invoicing workflow between legal department, external counsel and finance team. If no experience with administering billing systems, a track record of learning and administering other SAAS platform(s).
  • General knowledge of legal team operations, workflows and attorney/compliance responsibilities.
  • Adept at managing and getting results without authority, while maintaining strict discretion, confidentiality and professionalism with all levels.
  • Experience with MS Office including strong Excel and PowerPoint skills and interest to learn Power Platform technologies (e.g. PowerBI, Flow).
  • Proficient with presentation creation, analyzing data and building reports.
  • Clear communication (written and oral) to express ideas effectively in individual and group situations.
  • Ability to influence and communicate with senior level Attorneys and other leaders.
  • Results and goal-oriented while being very organized and detail-oriented.
  • Enthusiastic attitude and willingness to contribute to overall department culture of collaboration.

 

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v


Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.


Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.


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