Associate Consultant - Financial Systems

Harbor is seeking an Associate Consultant to join our dynamic Legal Technology & Operations – Financial Systems team. Our team is at the forefront of innovation and delivery for our law firm clients, with deep experience in evaluating law firm financial system technology, developing technology and process roadmaps, system selection and implementation, and change management. We work with leading vendors allowing clients to benefit from our product-specific expertise and market perspective. We serve both as advisors and as experienced, scalable hands-on resources, collaborating with our clients to implement operational improvement, efficient data management, and technology usage. 

As a part of the Financial Systems Team, we will rely on you to work closely with Harbor project team members and clients to lead requirements gathering and analysis, executing against legal technology best practices, and leveraging our methodologies to facilitate the selection, implementation and/or optimization of legal technology systems and tools leveraged by our clients. As an Associate Consultant, you will be expected to work with senior level internal resources, to help undertake activities within the project lifecycle. This is a fully remote position that can be worked from anywhere in the USA, UK or Canada.

 Job Duties and Responsibilities: 

• Conduct research on client industries, legal technology, and legal industry trends to identify Finance Operational system and process opportunities 
• Assist with the evaluation of new products and services that have been identified as opportunities 
• Coordinate the distribution of RFP and RFI requests within the team and manage the consolidation of the required input to create final pitch material with the engagement lead.  
• Creation and maintenance of Financial System “pitch” collateral to make sure they remain relevant and available within the practice group 
• Leverage industry knowledge, organizational skills, and project experience to support all aspects of projects including facilitating requirements gathering, preparing documentation of processes, and helping to implement identified solutions 
• Support client business process review, identify key client business requirements and support transformation of business requirements to technical requirements and design 
• Draft deliverables during a project lifecycle including findings and recommendations, functional and technical design documents, data maps, test scripts, training and communication plans, training guides. 
• Assist in business development efforts such as proposals, workplans, and presentations by collaborating with team members and leaders across the business  
• Become proficient in specific legal technologies related to active projects 
• Configure and develop technologies based on technical requirements and design 
• Become proficient in specific legal technologies related to active projects 
• Seek opportunities to proactively contribute to the growth and development of the Finance Systems team and Harbor  

Experience, Education and Other Qualifications: 

• 1+ years experience in legal technology contributing to assessments, requirements gathering, system design, configuration, implementation, testing and deployment, with experience implementing technology changes  
• Four- year degree in Finance, Business, Computer Science, Software Engineering, Information Science, Economics, Statistics, Accounting, Data & Analytics, and the like, or equivalent combination of experience and education  
• Understanding of the implementation process including requirement analysis, design, configuration/development, migration, testing, and change management 
• Strong observational, analytical, numerical reasoning, business acumen, problem solving and leadership skills; proficient in process mapping 
• Effective communication and storytelling skills (written and spoken) and a client service-centric mindset  
• Strong organizational skills with the ability to work on multiple projects simultaneously, prioritize tasks, maintaining exacting standards for work product and attention to detail 
• Understanding of Project Management tasks and how they are executed, including managing tasks, resources, and financials on various stages of technology implementation projects  
• Excels in a cooperative team environment; takes initiative to forward team operational efficiency through improved methodologies; able to ideate and create client deliverables with moderate oversight 
• Positive, enthusiastic attitude and entrepreneurial spirit with an eagerness to quickly learn and develop new subject matter expertise and business skills 
• Advanced computer skills (primarily Excel, Word, PowerPoint, and Visio); familiarity with use of Outlook, Teams and SharePoint as collaboration tools