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Manager, Business Insights
McCarthy Tétrault. Provide strategic financial insights to improve revenue and profitability .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, management reporting, and business insights, with a strong focus on revenue budgeting, forecasting, and strategic financial insights. Proficient in leading teams, developing analysts, and automating reporting processes to enhance operational efficiency.
Highest-signal resume keywords
Financial AnalysisManagement ReportingRevenue BudgetingMicrosoft Excel ProficiencyCoaching/Developing Direct Reports
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisManagement ReportingData AnalysisModelling SkillsSQLBusiness Intelligence ApplicationsRevenue ForecastingAd Hoc ReportingFinancial Systems ManipulationRate-Setting Exercises
Soft Skills
Analytical SkillsProblem SolvingTime ManagementCommunication SkillsInitiative
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft WordMicrosoft OneNoteMicrosoft TeamsPower BITableauCognosSSRS
Certifications & Qualifications
Certified Professional Accountant (CPA)Master’s Degree (MBA)
Industry Keywords
Financial InsightsRevenueProfitabilityClient RFP ResponsesPractice Management ApplicationsLegal Industry ToolsCross-Sell/Up-SellTemplates DevelopmentSelf-Serve ReportingBenchmarking
Tech Stack
Tools & technologiesCognosSQLTableauVBA
About the role
Key responsibilities & impact- Provide strategic financial insights to improve revenue and profitability
- Conduct external research and benchmark the Firm’s results
- Present and discuss financial insights and opportunities with industry leaders
- Provide ad hoc reporting and analysis
- Co-lead month-end and quarter-end reporting and analysis
- Co-lead revenue budgeting and forecasting, including executive-level presentations
- Support annual rate-setting exercises and present recommendations to senior leadership
- Assist with client RFP responses and pricing analysis
- Lead the rates maintenance process and resolve requests promptly
- Co-lead development and maintenance of revenue and profitability templates
- Automate reporting to enable self-serve access
- Support Marketing cross-sell/up-sell efforts through monthly and ad hoc reporting
- Implement and enhance Business Insights processes and ensure team training
- Maintain high-quality data in financial applications
- Directly supervise 2–3 analysts and support their development
- Support onboarding, training, coaching, cross-training, continuity and succession planning
- Act as backup for the Senior Manager to ensure delivery of the team mandate
Requirements
What you’ll need- Bachelor’s degree in a related field (e.g. Accounting, Finance or Business Administration)
- Certified Professional Accountant (CPA) designation or Master’s Degree (MBA)
- Minimum of 6 years of work experience in financial analysis, management reporting, and business insights
- Strong knowledge of financial/management reporting concepts and data analysis
- Excellent analytical and problem solving skills
- Good modelling and quantitative skills
- 3+ years experience in coaching/developing direct reports
- Very strong written and communication skills
- Fluency in French highly desired but not required
- Very strong time management skills; ability to juggle multiple priorities and work under pressure to meet deadlines
- Works well with ambiguity; shows initiative in problem solving
- Expert level proficiency with Microsoft Excel, including formulas, pivot tables and macros (VBA)
- Very strong proficiency with Microsoft PowerPoint
- Solid working knowledge of Outlook and Microsoft Word
- Experience with Microsoft OneNote and Teams an asset
- Knowledge of SQL with some experience writing complex queries required
- Experience with Business Intelligence applications such as Power BI or Tableau strongly desired
- Proven proficiency with manipulating financial systems to retrieve required data
- Familiarity/experience with practice management applications such as Aderant Expert or legal industry tools such as Iridium and Peer Monitor an asset but not required
- Familiarity/experience with SharePoint or self-serve reporting platforms such as Cognos or SSRS desired but not required
- Proven aptitude towards learning new applications
Benefits
Comp & perks- Outstanding benefits from day one, including insurance premiums paid by the Firm
- Wellness and technology reimbursements
- Competitive compensation
- Generous time off
- A day off to volunteer
- A day off for your birthday
- Professional development and growth opportunities
- Two-way feedback culture
- Strong community involvement
- Commitment to equity, diversity and inclusion
- Collaborative, cohesive culture