What are the responsibilities and job description for the Client Accounting Specialist position at Buchanan Legal Professional Services?
Our client, a prestigious global law firm, is seeking an experienced Client Accounting Specialist to join their dynamic finance team and manage the financial aspects of a portfolio of clients. This role will be hybrid and can be based in NYC, DC, Santa Monica, Palo Alto, San Francisco, or Seattle.
Key Responsibilities:
- Oversee client and matter billing, ensuring rates, discounts, invoice formats, and special requirements are accurately applied in line with engagement terms and billing guidelines.
- Produce, review, and distribute prebills and final client invoices accurately and on schedule, coordinating with attorneys and support staff as needed.
- Monitor accounts receivable, follow up on outstanding balances, resolve client disputes, and implement collection strategies to maintain cash flow.
- Maintain detailed and up-to-date client records in Aderant Expert (CMS), CET, and iManage, assisting attorneys and clients with billing inquiries or special requests.
- Analyze billing and collections data to identify trends, troubleshoot issues, and recommend process improvements to increase efficiency and accuracy.
- Collaborate closely with cross-functional teams, including secretaries, cash receipts, and finance management, to ensure seamless billing and collections operations.
- Contribute ideas for system enhancements, workflow improvements, and best practices to elevate client service and internal processes.
Qualifications:
- Bachelor’s degree required.
- Minimum of 5 years of legal billing experience with automated billing systems.
- Strong proficiency with Aderant Expert (CMS)
- Exceptional attention to detail, analytical and troubleshooting skills, and strong organizational abilities.
- Excellent verbal and written communication skills, with the ability to interact effectively with attorneys, staff, and clients.
- Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment.
- Collaborative team player who embraces process improvements and continuous learning.