
Financial Operations Specialist
1 day ago
We are seeking an experienced and highly skilled billing coordinator to join our team. The ideal candidate will have a strong background in electronic billing, with extensive knowledge of Aderant Expert legal billing solutions and advanced Excel skills.
Key Responsibilities:- Handle incoming requests for client invoices, write-offs, discounts, bill template changes, electronic billing requests, report requests, access changes, billing rate information, and many other billing-related questions.
- Manage all billing activities for assigned electronic billing clients, assigned attorneys, and other complex clients and matters as assigned.
- Configure and maintain electronic billing profiles with any assigned e-billing vendors, including coordination of new matters, timekeeper and rate approvals, required task and activity code information, client billing guidelines, following up on AR and reduced/rejected invoices.
- Monitor Accounts Receivable (AR) and unbilled time and costs on assigned attorneys/clients/matters to ensure timely billing and payment of client invoices. Proactively communicate with all parties and address any issues or concerns.
- Consult with attorneys, and legal administrative assistants, and utilize all of the functionality in the firm's billing systems to identify solutions and best practices for meeting client billing requirements.
- Effectively utilize reports and inquiry tools in the firm's billing systems, Microsoft Excel, and other various reporting and information tools to respond to information requests from clients, attorneys, and legal administrative assistants.
- Build, maintain, and deliver professional customer service and maintain positive working relationships with all internal and external contacts. This position requires routine communication with firm attorneys, client contacts, legal administrative assistants, and others, both inside and outside the firm.
- Maintain the confidentiality of all financial matters exposed to during the course of performing job duties.
- Strong skills in electronic billing across a wide variety of client e-billing systems.
- Extensive knowledge of Aderant Expert legal billing solutions.
- Extensive knowledge of MS Office suite, including advanced Excel skills.
- Excellent oral and written communication skills, including the ability to correctly interpret communications from a variety of sources and also explain complex technical communications to contacts in various roles.
- Must have a high level of customer service with the ability to build strong positive team relationships.
- Ability to maintain confidentiality of all financial matters.
- Thorough understanding of firm and finance department policies and procedures and ability to identify issues and enforce compliance with those policies and procedures.
- Excellent organizational skills for prioritizing workload.
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