Job Summary

We are seeking a detail-oriented and analytical Reporting Analyst to join our growing legal outsourcing team in Thane. This role is critical in supporting our US-based personal injury law firm clients by transforming raw case data into insightful, actionable reports and dashboards. The ideal candidate will be proficient in advanced Excel, CRM systems, and data visualization tools, and will be comfortable working night shifts to align with US business hours (primarily Atlanta, GA time). You will be the primary point of contact for report creation, ensuring our clients and internal management have real-time visibility into case pipelines, productivity, and key performance indicators.

Key Responsibilities

1. Report Development & Management:

Extract, clean, and analyze data from the firm's CRM and other internal systems.

Design, create, and automate standard and ad-hoc reports for both internal stakeholders and the US-based client.

Develop and maintain comprehensive dashboards tracking key metrics such as case intake, settlement status, cycle times, attorney productivity, and financial benchmarks.

Generate weekly, monthly, and quarterly performance reports with clear narratives and insights.

2. Data Visualization & Dashboard Creation:

Create intuitive graphs, charts, and visual trackers (using Excel, Power BI, or similar tools) to present complex legal data in an easily digestible format.

Build and manage real-time productivity trackers for various teams (paralegals, legal assistants, etc.).

Ensure all reports and dashboards are accurate, timely, and tailored to the audience (internal leadership vs. client).

3. Client & Stakeholder Support:





Work directly with the account manager and the US client to understand their reporting needs and deliver tailored solutions.

Participate in scheduled video calls with the US client during their business hours to present reports and gather feedback.

Act as the subject matter expert for all data and reporting queries from the client and internal teams.

4. Process Improvement:

Identify opportunities to automate manual reporting processes.

Suggest improvements to data collection within the CRM to enhance report accuracy and efficiency.

Maintain documentation for all reporting processes and dashboards.

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Qualifications & Skills

Essential:

Bachelor’s degree

2-3 years of proven experience in a reporting, business intelligence, or data analyst role.

Expert-level proficiency in Microsoft Excel (Pivot Tables, Advanced Formulas, VLOOKUP/XLOOKUP, Macros, Power Query, Charting).

Strong experience with CRM data extraction and reporting.

Excellent skills in creating dashboards and data visualizations.

Outstanding analytical and problem-solving abilities with a keen attention to detail.

Strong written and verbal English communication skills for client interaction.

Willingness and ability to work permanent night shifts (typically 6:30 PM to 3:30 AM IST or similar, aligning with US Eastern Time).

Highly Desirable:

Experience in the legal industry, especially US personal injury law, or in a BPO/KPO serving US law firms.

Knowledge of Power BI, Tableau, or Google Data Studio.

Basic understanding of SQL for data querying.

Ability to handle sensitive and confidential information with discretion.

Personal Attributes:

Proactive, self-motivated, and able to work with minimal supervision.

Client-service oriented with a qualified conduct

Ability to manage multiple priorities and meet strict deadlines.

📌 Reporting Analyst (Thane)
🏢 The Medsum
📍 Thane