Billing Analyst

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.

R251001177