This position will work closely with the General Counsel, internal and external attorneys, and business stakeholders and executives at all levels of the Company. This individual is key in creating processes and practices to improve the day-to-day efficiency and effectiveness of the legal team, facilitates change, and controls costs. This is a generalist role that involves managing and supporting projects across the full range of subject matter supported by the legal team. This role requires adapting to changing priorities and business needs, and proactivity in identifying areas of need and generating action plans. The role requires clearly, concisely, and crisply communicating and dialoguing with business partners and executives as Legal’s internal representative, on a variety of issues involving the Legal Department.
The financial management aspect of this position requires managing and supervising the day-to-day tracking, monitoring, analysis, planning and communication of the Legal Department’s financial position, including projected versus actual spend and providing ongoing analysis on the impact of that spend on the department’s short-term and annual budget. This role is also responsible for preparing, planning, and adjusting Legal’s annual budget, and reconciling the department’s overall expenses to that budget. This role educates and updates department members in NYBO and Corporate, outside law firms, and other providers regarding current and projected spend and planning/strategy for expected costs such as professional services, case settlements, travel, and capital. This position also works closely with Finance to ensure accurate and updated information, variances, and explanations are provided regarding the department’s financial position.
The corporate governance/control aspect of this position manages, handles and supervises the department’s Board of Directors preparation and meeting process, annual Proxy Statement and CA Corporate Disclosure Act preparation and filing processes, Directors and Officers Questionnaire and Board self-evaluation, and related preparation and tracking processes. It also oversees the department’s general internal control and QC processes regarding the above and other corporate/governance matters.
In addition, this role will play a significant part in assessing, recommending, and implementing projects, processes, structure, and assisting with staffing and related planning as requested to continue growing Legal’s contributions to the Company.
This individual will also assess, design, develop, manage, and implement various data and efficiency-related projects for the Legal Department, including assessment and reporting, and will assist with related and other projects/tasks as directed.
· Financial Management: Define and drive strategic and operational initiatives with on-time and on-budget results; manage and supervise the Legal Department’s financial affairs, including coordination with department members, outside law firms/providers, and Finance regarding current and anticipated spend and variances; manage, prepare, and oversee Legal’s financial reporting and accruals; prepare, plan, and manage to Legal’s yearly budget; educate and advise department members in planning and strategizing regarding upcoming expenses and needs (e.g., personnel, services, equipment, travel); establish familiarity with outside firms to analyze and report on billing practices, rates and performance metrics and find improvements and savings in such areas; supervise administrative staff as appropriate and requested to accomplish the above.
· Project Management: Define and drive strategic and operational initiatives to add or enhance Legal Department efficiencies, cost savings and organization; assess, develop and enhance department process improvements such as improved use of technology (e.g., Serengeti, DocuSign, BoardVantage and other tools) for improved internal analysis and reporting. Manage department vendors and contracts with a strategic eye, consistently looking for financial and practical improvements. Report on key operational and substantive metrics for the practice group that will better inform decision-making, including matter and work product analyses. Lead and provide project planning and management for medium to large scale department projects or initiatives.
· Board and Corporate Governance/Controls: Manage and oversee (1) Board of Directors preparation and controls process; (2) preparation/filing of annual Proxy Statement, CA Corporate Disclosure Statement, and similar filings; (3) Directors and Officers Questionnaire, Board self-evaluation, and similar Board-related projects; (4) the Legal Department’s overall process controls and quality control on corporate matters; (5) direct and coordinate with administrative staff to accomplish the above.
· Lead and assist with other Department projects/tasks as directed.
Analysis and Judgment
Drive for Results
Attention to Detail
QUALIFICATIONS AND SPECIAL SKILLS REQUIRED:
BA with 5+ year experience of financial, budgeting, and accounting related experience.
3-5 years of experience with project planning and management in a corporate or law firm setting (both preferred).
Prior experience overseeing operations for a corporate legal department preferred.
Strong financial/accounting and general business knowledge and acumen.
Knowledge and familiarity regarding Board of Directors, annual Proxy, and similar corporate governance processes, including utilizing industry tools.
Exceptional analytical and organizational skills, and attention to detail.
Strong project management and team skills: ability to research, assess, recommend, communicate, and implement business and process improvement opportunities and projects both large and small; ability to direct and coordinator tasks among different department groups/members, other departments, and outside professionals to oversee projects and processes.
Strong communication skills, both written and verbal; ability to clearly, concisely, and crisply communicate complex business and technical matters with business partners at all levels, and to assist department members with those communications: proven track record of collaborating with cross-functional groups (e.g., Finance, IT, Board) to set objectives and product meaningful results; ability to effectively direct administrative staff and to interact and communicate inside and outside of Department and with outside providers/professionals.