Business Operations Analyst / Senior Analyst (Rate Management & New Business Intak

Business Operations Analyst / Senior Analyst (Rate Management & New Business Intake)

Morgan Lewis is recognized for exceptional client service, legal innovation, and commitment to its communities. Our global depth reaches across North America, Asia, Europe, and the Middle East with the collaboration of more than 2,200 lawyers and specialists who provide elite legal services across industry sectors for multinational corporations to startups around the world. The Business Operations Analyst / Senior Analyst (Rate Management & New Business Intake) will play a key role in supporting the Firm's rate management, billing administration, and new business intake (NBI) functions. This position ensures accuracy, compliance, and efficiency across client onboarding, pricing, and rate administration processes, working closely with attorneys, partners, and administrative teams to support the Firm's financial and operational goals. This position will reside in our Philadelphia office with a hybrid in-office / remote working schedule.

Key Responsibilities

Execute and optimize the NBI process, including accurate client / matter setup in Elite 3E, ensuring fee arrangements, billing instructions, and pricing nomenclature are correctly applied.

Set up and maintain billing rates (timekeeper, client, and matter-specific) in Elite 3E, including exceptions, AFAs, and client pricing comments.

Monitor and update arrangements for associate matriculation, promotions, and other rate adjustments to ensure timely compliance.

Ensure billing instructions, task codes, pricing notes and related data are accurately captured and standardized across systems.

Analyze client pricing arrangements to confirm correct system setup and efficient execution.

Partner with attorneys, partners, and Finance / Operations teams to troubleshoot issues and ensure seamless onboarding of clients and matters.

Assess and audit the Firm's NBI and Rate Management workflow, reviewing client / matter submissions for accuracy, policy compliance, and alignment with Standard Terms of Engagement.

Administer the Annual Rate Survey (ARS) process, ensuring accurate setup, monitoring, and reporting of firmwide rates in coordination with Finance and leadership.

Oversee data governance and operational accuracy across NBI and Rate Management processes, ensuring alignment with firm policies and pricing structures.

Auxiliary Responsibilities

Assist with system enhancements and testing (e.g., Elegrity, Workday, Elite 3E), providing feedback and troubleshooting support.

Create reports and analyses (Qlik, Excel, etc.) to support leadership, identify trends, and track compliance with client arrangements.

Support special projects and strategic initiatives, including but limited to pricing / rate reviews, revenue leakage audits, and process improvement efforts.

Collaborate with cross-functional teams (e.g., Business Development, Finance, HR etc.) to align operational processes with firmwide goals.

Build and maintain models, dashboards, and reporting tools to streamline internal workflows and enhance visibility into performance, matter budgets, and rate structures.

Provide ad hoc support to attorneys and leadership, including reporting on deal rates, budgets, and proforma billings.

Qualifications

Bachelor's degree in Finance, Accounting, Data Science, Information Systems / Technology or a related business discipline preferred but not required. For the Analyst, minimum of 1-2 years of relevant experience; For the Senior Analyst, 3-5 years of relevant experience preferred.

Demonstrated proficiency in Microsoft Office, MS Excel, MS Access, and MS Word. Preferred experience in Legal Operations technology / tools : Elite 3E, Elegrity, Qlik.

Excellent financial and analytical skills. Strong communication skills, outstanding judgment, and a strong service orientation.

Ability to manage multiple priorities while delivering the highest quality work product. Experience in providing strategic financial support and working collaboratively with leadership to achieve business targets is preferred.

Understanding of legal industry billing practices, pricing concepts, and market benchmarks (e.g., AFAs, procurement, rate benchmarking) preferred.

Morgan, Lewis & Bockius LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and / or mental disabilities. We value inclusion and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.