Berkeley Research Group (BRG)

Manager

• Manage and mentor the Contract Intake team, providing guidance, training, and performance feedback.
• Establish and enforce best practices for new business intake and project setup processes.
• Monitor workload distribution and ensure timely completion of all intake activities.
• Oversee review of all matter and contract setup to ensure proper interpretation and compliance with firm standards.
• Ensure accurate project setup for billing, revenue recognition, and reporting in alignment with ASC 606 and client guidelines.
• Maintain and update documentation of intake processes, workflows, and policies.
• Serve as primary point of contact for Finance, Legal, Tax, FP&A, and other teams regarding contract and project setup issues.
• Partner with IT and Data Analytics teams to optimize systems and reporting capabilities.
• Escalate and resolve complex contractual or billing issues in collaboration with senior leadership.
• Identify opportunities for process improvement and automation to enhance efficiency and accuracy.
• Lead quarterly project closure reviews and ensure compliance with firm standards.
• Support ad hoc projects and contribute to strategic planning for intake operations.

Matter Intake Manager