Data Analyst

About the role

Lotane & Associates, P.A. is seeking to add an additional team member to the Innovative Support Team. This role is designed for someone who is comfortable supporting a wide range of business operations, data, automation, system workflows, vendor coordination, reporting, and process improvement.

Responsibilities

• Assist with reviewing, testing, and improving internal workflows across firm systems and departments.
• Help identify manual or repetitive processes that can be improved through better documentation, reporting, automation, or system configuration.
• Support operational cleanup projects, workflow reviews, data validation efforts, and system process improvements.
• Work with internal teams to understand business needs, document requirements, and help translate those needs into practical system or process solutions.
• Aid in quality assurance checks to confirm that workflows, reports, imports, exports, templates, and system processes are producing the expected results.
• Automate, script, and support system tools to reduce manual work and improve consistency.
• Assist with data, reporting, and reconciliation tasks, including reviewing and validating data across internal systems, spreadsheets, reports, and vendor files.
• Test and support AI-assisted workflows, automation projects, and system integrations.
• Coordinate with internal departments, management, vendors, and technology partners on open items, system questions, testing needs, and follow-up tasks.
• Communicate clearly with both technical and non-technical users.
• Provide basic system support and troubleshooting when appropriate.

Requirements

• Associate Degree in Information Systems, Computer Science, Business Technology, Management Information Systems, or a related field; or equivalent work experience.
• Minimum of two (2) years of experience in technical support, systems administration, information systems, business technology, or a related field.
• Strong proficiency with Microsoft Office Suite, including Excel, Word, Outlook, Teams, and PowerPoint.
• General computer troubleshooting and technical support experience.
• Experience supporting users and resolving technical issues in a professional environment.
• Strong problem-solving, analytical, and organizational skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Strong attention to detail and commitment to accuracy.
• Ability to work independently and collaborate effectively with colleagues at all levels.
• Professionalism, integrity, and the ability to maintain confidentiality when handling sensitive information.
• Working knowledge of SQL, including the ability to write and modify basic to intermediate queries for reporting, data validation, and troubleshooting.

Preferred Qualifications

• Experience with Microsoft 365 administration, user account management, and software deployment.
• Experience with Case Master Pro (CMP), Monday.com, workflow automation, or similar business systems.
• Experience with FTP/SFTP file transfers, reporting tools, or operational technology systems.
• Experience in a law firm, collections environment, financial services, insurance, or another process-driven business environment.
• Strong Microsoft Excel skills, including filtering, sorting, reviewing formulas, and working with large datasets.
• Experience testing workflows, automations, reports, imports, exports, or system changes.
• Experience creating technical documentation, procedures, and standard operating procedures (SOPs).