Prepare and coordinate the setup of new client accounts and billing parameters within internal systems.
Maintain accurate billing records and account configurations to ensure compliance with client requirements.
Generate automated and manual invoices in accordance with billing guidelines, contractual terms, and client-specific rate tables.
Ensure timely and accurate submission of all final invoices and posting within the accounting system.
Manage a high-volume invoicing workflow while consistently meeting deadlines.
Prepare and distribute monthly billing packages for large clients via mail, email, and client billing portals.
Reconcile invoices submitted through client portals, research rejections or discrepancies, and resubmit corrected invoices as needed.
Partner with legal administrative staff, attorneys, and accounting teams to resolve billing inquiries and discrepancies.
Create ad hoc financial and operational reports using multiple data sources.
Assist with month-end close procedures, reconciliations, and related accounting tasks.

3–5 years of professional billing experience required.
Prior experience with ERP systems and project management tools preferred.
Experience in legal services, professional services, or high-volume transactional environments preferred.
Intermediate proficiency in Microsoft Excel, including data analysis and reporting.
QuickBooks experience preferred.

Billing Specialist – Lead

Key skills