Director, Platform Data Operations

POSITION SUMMARY

• The Director of Platform Data Operations owns the shared data language across Briefly's member firms — Rimon, Scale, Caravel and OGC — the process consolidation behind it, and the portfolio reporting built on top. Each firm currently names and codes the same things differently, which prevents portfolio-level reporting and introduces avoidable risk in every system migration.
• Day to day, the role defines the enterprise taxonomy, drives its adoption into the systems where records are created, owns data quality across migrations, and builds the cross-firm reporting capability. The position sits within the Transformation Management Office, reports to the VP of Transformation, and partners closely with the Director of Platform Architecture, the Director of Finance Integration, and operations, finance and IT leadership at each firm. The ideal candidate has standardized data across multiple brands or operating companies on a single platform, builds reporting rather than specifying it, and is as effective with a managing partner as with a billing coordinator.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES

• Define and own the enterprise data taxonomy across all firms, including matter structure, client hierarchy, practice groups, timekeeper classifications and financial reporting dimensions, and establish standards that apply regardless of the underlying system so that Aderant and Clio data can be compared at portfolio level.
• Document the mapping from each firm's current values to the shared standard and maintain the enterprise data dictionary covering key entities across Aderant, Clio, iManage, Paylocity and Power BI, including definitions, owners, permitted values and system of record.
• Operate the data governance change process, covering requests, impact assessment, approval, versioning and communication to the firms.
• Establish data stewardship at each firm and arbitrate requests for firm-specific exceptions, documenting every except