- Support the billing process
- Oversee and follow up on the processing of action items, such as time transfer, time write off, dispatch of billing guides, disbursements, etc.
- Oversight and review (occasional preparation/processing) of invoices, ensuring time and disbursements are accurately charged in accordance with client billing guidelines.
- Meet with partners monthly, or as needed, to review current matters, obtain billing forecast information and follow up to ensure that all pledged billing is actioned in a timely manner each month.
- Assist with matter inception process, review engagement letters and agreements to ensure that agreed billing rates are accurate for new instructions.
- Review client/matter working capital balances (WIP and Debts), take ownership of reporting on and escalating matters that are aging or where we have increasing client exposure.
- Send regular working capital related reporting to partners with concise narratives.
- Provide support to the cash allocations team to assist with the allocation of client related payments.
- Oversee client money balances and ensure that funds are being applied/refunded in a timely manner.
- Review billing write offs and ensure any material amounts are escalated, prepare write-off narratives for write-off committee approval.
- Review unbilled disbursements balances and disbursements written off on a monthly basis and investigate any significant movements.
- Act as trusted business advisor to assigned partners and other fee earners, working closely with their assistants and other support functions.
- 4+ years of legal billing experience
- Elite 3E a plus
- Intermediate level experience or above in Microsoft Office, including Excel, Word, Outlook and PowerPoint.
- Excellent attention to detail, prioritization and organizational skills.
- Ability to work under pressure and cope with high demand and varied workloads.
- Pro-active self-starter with drive, enthusiasm and tenacity, possessing excellent communication skills both written and verbal. Will need to be visible with the confidence to advise, encourage, and sometimes challenge partners.
- Excellent analytical and numeracy skills are a prerequisite for the role, plus the individual will need to adopt a 'broad brush,' big-picture approach and appreciate the commercial realities of a dynamic, fast moving practice.
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Senior Billing Specialist - San Francisco, United States - Hamlyn Williams
Description
Our client is a leading global Law Firm with over 40 offices in over 25 countries.
Currently they are actively expanding their Revenue Operations team - and looking to add a Senior Billing Specialist to their Revenue team.
This is a hybrid role and can be based in New York, Washington D.C., California, and Texas offices.
Responsibilities:
Qualifications