Client Accounts Analyst

Primary Responsibilities

• Serve as a resource for attorneys, legal support staff, clients, and internal departments regarding account payment and billing matters.
• Manage a portfolio of client accounts, including monitoring outstanding invoices, credit balances, and work-in-progress to support timely revenue realization.
• Partner with clients and internal stakeholders to facilitate the resolution of outstanding account balances and payment-related concerns.
• Initiate and manage communications regarding account status through telephone, email, and written correspondence, maintaining a professional and service-oriented approach.
• Analyze account activity and identify opportunities to improve accounts receivable performance and the realization of Firm revenue.
• Collaborate closely with Billing, Accounts Receivable, and other Finance teams to resolve invoice discrepancies, reconciliation matters, payment application issues, and client concerns.
• Escalate significant collection risks and unresolved matters to management, as appropriate, and recommend potential solutions.
• Prepare account summaries, aging analyses, and portfolio updates to assist leadership in managing financial performance and mitigating risk.
• Participate in departmental initiatives, process improvements, and special projects designed to enhance operational efficiency and the client experience.

Qualifications

• Five or more years of collections experience in a law firm.
• Strong written and verbal communication skills, with the ability to interact professionally and effectively with attorneys, clients, and colleagues.
• Excellent organizational skills and attention to detail.
• Able to manage competing priorities, exercise sound judgment, and meet established deadlines.
• Strong problem-solving and analytical capabilities.
• Proficiency in Microsoft Office, Excel, 3E, ARCS, and the ability to learn new systems and technology quickly.
• General understanding of accounting, finance, or accounts receivable concepts.