Senior Legal Operations Associate

Full-time - Senior

Dallas, TX

Credit Intermediation and Related Activities

About the position

The Sr. Associate, Business Management conducts unprecedented or complex analyses and reporting in support of general business operations, special projects/initiatives and/or strategic/operational planning activities for the Legal and Corporate Affairs group. The incumbent consults with management and business partners on matters of significance regarding strategic approaches, effectiveness of support functions, and business performance improvement opportunities. The Sr. Associate is often assigned as a project lead on business unit initiatives of strategic importance. Defines and develops analytical approaches to unprecedented and complex issues. Determines where measurement gaps exist and devises new metrics or reports to fill those gaps. Reviews operational data/metrics, analyzes and synthesizes the data, then compiles into reports or presentations. Navigates the complex firm to effectively complete tasks. Develops consultative partnerships with internal teams and leaders to understand their strategic objectives, key performance indicators and reporting requirements. Communicates with internal teams and leaders to stay abreast of organization and function operations and is familiar with company practices relevant to metrics, performance indicators, reporting protocols, etc. Leads special projects/initiatives that are of strategic importance for the function or business unit. Acts as technical leader for any ad-hoc reporting or project needs in the function or business unit. Collaborates with and supports senior leaders and their teams to ensure analytical and reporting needs are aligned and supports business and operating results. Provides guidance to less experienced staff. Leads projects including assigning work and monitoring quality and completion. Contributes to the achievement of function or business unit objectives. Supports data-driven decision-making by team, functional or business unit leaders.

Responsibilities

• Conduct complex analyses and reporting for business operations and strategic initiatives.
• Consult with management on strategic approaches and business performance improvement.
• Define and develop analytical approaches to complex issues.
• Identify measurement gaps and create new metrics or reports.
• Review and synthesize operational data into reports or presentations.
• Develop consultative partnerships with internal teams to understand objectives and reporting requirements.
• Communicate with internal teams to stay updated on operations and metrics.
• Lead special projects of strategic importance for the business unit.
• Act as a technical leader for ad-hoc reporting or project needs.
• Collaborate with senior leaders to align analytical and reporting needs with business results.
• Guide less experienced staff and lead projects, assigning work and monitoring quality.
• Contribute to achieving business unit objectives and support data-driven decision-making.

Requirements

• Bachelor's Degree or equivalent work experience; preferred in Finance, Accounting, or Business Administration.
• 9+ years in business planning, project and financial experience.
• Experience with complaint standards, monitoring, and evaluating.
• Advanced knowledge in systems coordination and management information requirements.
• Ability to build and maintain relationships within and outside the department.
• Ability to report priorities and metrics to senior management.
• Proven ability to thrive in a fast-paced environment with multiple deadlines.
• Ability to manage multiple small to medium-sized projects simultaneously.
• Ability to research, analyze, document, and present organizational metrics.
• Ability to influence within a matrix environment and build effective partnerships.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Preferred experience with legal operations technologies.
• Excellent verbal, written, and interpersonal communication skills.
• Knowledge of banking industry products, services, and operational policies.
• Knowledge of risk management principles.
• Strong attention to detail and accuracy.

Nice-to-haves

• Experience with developing and using different technologies, especially legal operations technologies.