Key Responsibilities
Billing and Collections Management
- Lead and support the Billing Clerks in preparing monthly client invoices and uploading invoices to client-specific platforms.
- Manage complex billing scenarios and address client-specific billing requests.
- Administer e-billing processes, including onboarding new clients, resolving invoice rejections, and troubleshooting issues with client platforms.
- Review and approve edits, write-offs, time/cost transfers, rate adjustments, and unbilled fee aging in accordance with firm policy.
- Maintain comprehensive documentation of billing processes and procedures.
- Provide daily billing support and accounting information to legal assistants.
- Maintain and update the firm’s time entry system (TABS3), including creation and termination of timekeeper profiles, billing rates, origination data, matter status, and client intake.
- Monitor and manage accounts receivable, unapplied funds, and collection activities.
Accounting and Financial Reporting
- Manage the monthly close process in TABS3, ensuring system reconciliation and timely generation of internal financial reports.
- Perform general ledger account reconciliations and assist in preparing monthly, quarterly, and annual financial statements.
- Distribute management reports and post financial documents to the firm’s intranet.
- Support the CFO/Controller in financial planning, budgeting, and forecasting.
- Maintain financial data systems, including updates for new hires and terminations.
- Complete third-party surveys and financial questionnaires.
- Collaborate with attorneys and professional staff to fulfill ad hoc financial requests and special projects.
- Process semi-monthly payroll.
- Manage other projects as assigned.
Qualifications
- Bachelor’s degree required; major in accounting, preferred. CPA certification is a plus.
- Minimum of 3 or more years of relevant accounting experience in a law firm environment.
- Strong understanding of accounting principles, financial reporting, and compliance requirements.
- Proven ability to analyze financial data, identify discrepancies, and prepare clear, accurate reports.
- Proficient in accounting and office software, including Microsoft Excel, Word, Outlook, PowerPoint, and TABS3.
- Demonstrated leadership, communication, and interpersonal skills, with the ability to manage multiple priorities.
- Highly organized, detail-oriented, and capable of working independently in a fast-paced environment.
- Strong client service orientation and ability to collaborate across departments and levels.
