Client Accounting Sr. Specialist

About the role

Work with the Client Accounting team to ensure compliance with the Firm’s financial guidelines on new matters. Collaborate with Financial Systems and Billing departments to ensure that all billing rates, structure, and discounts align with fee agreements.

Responsibilities

• Review outside counsel guidelines to summarize the financial portion.
• Obtain appropriate approval of discounts and cost exceptions.
• Implement discount and cost exceptions pertaining to OCG in the financial system.
• Document the status of OCG for department use.
• Communicate details of client fee arrangements and billing requirements to the Billing team to ensure proper documentation and compliance.
• Load rates for new timekeepers in accounting software.
• Follow up and confirm rate changes in relation to timekeeper effective date changes.
• Assist and serve as backup for compiling the monthly write-off report.
• Ensure proper approvals were obtained according to firm write-off policy prior to posting invoices and report any non-compliance to the Finance Director.
• Prepare reports for the Accounting department to include in the monthly financial package for the management committee.
• Maintain, update, distribute, and assist in the analysis of client/matter discount policy.
• Run monthly reports to calculate volume discounts, notify billers of results, and ensure the system is updated with accurate discounts.
• Track and report on AFAs and matter budgets, providing concise analysis of performance results.
• Maintain and update client/matter discount agreement notes in the financial system to match discount policy.
• Respond to inquiries regarding client discounts and other financial terms.
• Act as an additional resource for the international and regional billing group.
• Provide support to billing staff with the financial system and test accounting software in preparation for upgrades.
• Handle other responsibilities or special projects as assigned by management.

Requirements

• Strong knowledge of Excel.
• Ability to work with limited supervision and follow up on problem areas.
• Strong oral and written communication skills.
• Must be detail-oriented.
• Ability to work well in a team environment.
• 4+ years of law firm billing or relevant experience.
• Elite 3E software knowledge is a plus.

Qualifications

Bachelor’s degree or equivalent work experience required.

Pay

Estimated salary range is $110,000 – $125,000. Compensation decisions within the range depend on skills, experience, and qualifications.

Benefits

• Competitive compensation package including base pay and discretionary year-end bonus for eligible employees.
• Medical, dental, and vision coverage.
• Disability and life insurance.
• Flexible spending plan.
• 401K plan.
• Generous paid time off and holidays.