Premier, Global, Law Firm

Position Summary

Responsible for bill preparation and management of inventory. Support legal staff and Revenue Services Department by providing billing and accounts receivable information. Will be interfacing on a daily basis with legal and non-legal staff. Report to Billing Manager, and work closely with colleagues and all departments within Revenue Services. 

Primary Responsibilities and/or Essential Functions

• Monitor inventory and ensure adherence to client discounts and guidelines by reviewing proformas and analyzing aged WIP prior to distribution to Billing partners; follow-up with Billing Partners regarding AWIP especially those over 30 days; keep Manager informed by regularly providing updates to billing status, and reasons for delayed billing.

• Monitor unallocated funds and expedite application of funds; advise Manager of any payment that remains unapplied for more than one week.

• Monitor On Account funds and follow up with partner to ensure timely application to WIP and AR; bring to Manager’s attention if unallocated for more than six months.  

• Offer assistance with peer assignments and training; suggest ways to improve the billing process, productivity, and over-all functioning of the department.

• Provide monthly Billing Projections, Aged WIP Report, Hit List and Missed List by dates indicated on Billing Schedule, or as required by Manager.

• Assist Accounts Receivable department by actively monitoring receivables; ensure that outstanding balances are included on all bills.

• Prepare, print and distribute proformas by no later than the 6th working day of each month.

• Draft bills and forward to partners by the 12-15th working day of each month; carefully observe and apply discounts ensuring adherence to client requirements; follow up with partner/reviewer to ensure timely review and transmittal to clients.

• Edit time records, maintaining and filing documentation for adjustments in a timely manner; develop awareness of repetitive adjustments; suggest ways to improve the timekeeping and adjustment process. 

• Maintain a correspondence folder for each Billing Partner; promptly file miscellaneous correspondence, and time and disbursement adjustments; ensure that copies of all posted bills are filed and saved to the 3E Invoice module by the 4th working day of the month.

• Mentor and assist in the training and development of new Billing Coordinators.

• Any other responsibilities or special projects as required by partners, or as assigned by management.

Knowledge, Skills & Abilities

• Knowledge of Word and Excel.

• 2+ years’ experience working in a Billing department for a law firm or professional services firm.

• Ability to work with limited supervision and follow up on problem areas.

• Strong oral and written communication skills.

• Strong Math skills.

• Strong interpersonal and organizational skills a plus.

• Work well in a team environment.

Education/Certifications

• High School Diploma/GED required.

• Two year degree would be a plus.

Competencies

• Accepts responsibility for the quality and timeliness of work; understands how performance affects business results. Consistently strives to improve performance. Adheres to Firm policies. Manages time off and punctuality.

• Analyzes problems, develops effective solutions and understands implications of solutions. Makes appropriate and timely decisions.

• Communicates clearly and concisely in written/verbal communications. Proactively communicates to facilitate work, teamwork and efficiency. Chooses appropriate communication tools and utilizes technology to facilitate communications where appropriate.

• Conveys a positive image of the Firm. Responds professionally, thoroughly, and courteously to internal/external clients. Produces high quality work; is efficient, accurate and has good attention to detail; displays high level of personal integrity.

• Works effectively with co-workers as part of the team to get the job accomplished. Flexible and open-minded; values diversity. Actively listens and interacts with others in a tactful, respectful, and positive manner. 

All your information will be kept confidential according to EEO guidelines.