Analyze and enhance billing and A/R workflows for accuracy and efficiency
Lead department-level initiatives to review and restructure billing procedures
Maintain and improve tools for tracking outstanding invoices and payment progress
Review client deductions and provide reporting to upper management
Manage month-end billing processes, including pre-bill generation, time entry audits, and invoice generation
Ensure accurate submission of invoices through client e-billing portals and monitor invoice status
Conduct deduction research and identify billing anomalies conforming with the client-specific billing requirements
Create executive-level dashboards and summaries of billing and collections data
Collaborate with leadership to tailor monthly financial reports to firm needs
Assist with the development of attorney billing metrics for performance tracking and bonuses
Review and audit data for accuracy across billing platforms and Excel reports
Serve as the primary liaison between Billing and Finance leadership
Maintain data integrity across Litify, Quickbooks, and billing workbooks
Manage Litify Success Acceleration Program tickets for resolution
Produce recurring reports and support A/R reviews and other financial audits
Collaborate with teammates to gather requirements, research solutions, and complete operational initiatives
Document best practices and assist in training other team members on billing tools
Provide analytical support for strategic planning and operational decision-making

Minimum of 2 years of experience in billing, A/R, or financial operations
Strong proficiency in Microsoft Excel (pivot tables, VLOOKUP, formulas, dashboards)
Experience with QuickBooks, Litify, or other billing software
Exceptional analytical and problem-solving skills
Comfortable working independently in a fast-paced, paperless environment
Excellent verbal and written communication skills

Billing and Financial Specialist

Key skills