Offer summary

Qualifications:

Associate Degree or advanced degree in Business, Accounting, or Finance preferred., Minimum two years of billing experience in a law firm or professional organization required., Advanced knowledge of Microsoft Office products, especially Excel, and experience with Document Management Systems (DMS)., Excellent verbal and written communication skills with the ability to present results to senior management..

Key responsabilities:

Generate and distribute prebills/proformas and assist with month-end processing.

Prepare attorney/client invoices and ensure accuracy of work product according to client guidelines.

Assist customers with billing inquiries and troubleshoot issues as needed.

Create and maintain spreadsheets to track various billing functions and ensure compliance with client requirements.

Job description

Job Qualification

Associate Degree or advanced degree preferred with concentration in Business, Accounting, or Finance. Commensurate experience may be considered in lieu of education, based upon candidate’s overall employment history
Minimum two years of billing experience in a law-firm or professional organization required
Experience working with client Document Management Systems (DMS)
Ability to create spreadsheets, manipulate data and generate reports
Detail oriented with excellent organizational and time-management skills
Ability to multitask and meet stringent deadlines in a fast-paced environment
Ability to work effectively in a team environment as well as taking ownership for individual assignments
Excellent verbal and written communication skills with ability to effectively present results to senior management
Ability to perform well in cross-functional environment and to interface effectively and successfully with senior management, vendors, and client staff
Ability to professionally handle matters of a sensitive nature with confidentiality
Advanced knowledge of Microsoft Office products, with a strong background in Excel
Experience with Aderant or Elite/Elite 3E and/or business intelligence products strongly preferred
10-key calculator proficiency strongly preferred

Supervision

Number and title(s) of direct reports (if any): N/A
Received: Account Manager, Financial Support Services Manager, Account Supervisor, Financial Support Services Manager

Job relationships

Internal: This position works closely with the Financial Support Services team.
External: Clients (Partners, Secretaries, etc.)

Job duties

(*denotes an “essential function”)

*Generate and distribute prebills/proformas, assist with month end processing, draft correspondence, perform time and expense transfers and edits, generate reports, manage timeliness of billing, allocate unapplied funds, perform write-offs, cancellations, and post and mail invoices.
*Prepare attorney/client invoices, including but not limited to fixed fee, batch, retainer, contingency, etc.
*Ensure accuracy of work product, determine appropriate bill formats, prepare spreadsheets or supplemental billing documents, manage client billing requirements/guidelines, understand firm/client fee arrangements, prepare bills for electronic processing, coordinate necessary client/matter changes
*Perform time entry narrative edits and best practice proofreading
*Assist customers with billing inquiries, troubleshoot issues and follow-up with operational areas
*Review and edit time entries to ensure compliance with client guidelines
Create and maintain required spreadsheets to track/monitor various functions as needed.
Special projects as assigned.
Ensure all client specific needs are met regarding billing processes, alternative billing arrangements, etc. while adhering to Williams Lea policies.

Required profile