Holland & Knight LLP

Financial Planning and Analysis

• Lead marketing annual budget development, quarterly forecasts, and long‑range financial planning
• Build and maintain detailed financial models for marketing initiatives, campaigns, and headcount planning
• Provide variance analysis, performance metrics, and commentary on marketing spend drivers
• Partner with marketing leaders to translate strategic priorities into quantifiable financial plans
• Support marketing finance communications to Firm and section leaders
• Serve as primary finance advisor to Marketing leadership, offering insights on spend optimization and ROI
• Analyze campaign and program performance to recommend resource allocation and cost‑savings opportunities
• Develop dashboards and reports that highlight KPIs, budget utilization, and forecast accuracy
• Own month‑end reporting for the Marketing organization, ensuring accuracy and clear articulation of trends
• Track vendor spend, contract commitments and support the procurement process as needed
• Ensure compliance with internal financial policies, accounting standards, and audit requirements
• Review and approve marketing spend requests, SOWs, and budget transfers
• Partner with Accounting on accruals, reclasses, and reconciliations
• Manage, mentor, and develop junior analysts or finance staff (if applicable)
• Facilitate communication and alignment between Finance, Marketing, Analytics, and Procurement teams
• Lead ad‑hoc financial projects, benchmarking, or scenario analyses as requested by senior leadership

Senior Marketing Finance Manager

Billing Specialist

• Collaborate with Billing Specialists to identify finalized invoices to be processed electronically
• Ensure that client/matter set ups are completed by client and Firm
• Collaborate with Timekeeper Matter Maintenance team internally and clients externally to facilitate set ups and additional requirements after the onset of the engagement
• Ensure that client mandated data is corrected coded within Aderant system and translated to client’s designated ebilling site
• Verify that matter ID and rates are correct, and that budgets, task and activity codes are set and submitted as required
• Perform electronic billing transactions including invoice transmission through Billblast and inputting data into the client’s ebill site
• Own the full scope of electronic billing for assigned clients, resulting in successful ebilling to and payment from client; collaborate with Collections team when dedicated collections assistance is required due to non-payment of an approved invoice
• Relay communications to Billing Attorneys or other designated attorneys regarding invoice rejections or reductions; ensure that communications are clear and subsequently followed up on or escalated if no response is received
• Follow up on and correct rejected items which include but are not limited to timekeeper approvals, timekeeper rates, client matter ID, budgets, and tasks/activity codes issues
• Collaborate with Client Billing Compliance team on invoice reductions so that actions resulting in compliance with outside counsel guidelines can be evaluated and implemented
• Liaise with the Billing Specialists on routine and special billing requests and projects, including timely problem solving
• Perform transactions, coordinate data, projects, or accounts of a highly specialized, advanced, or sensitive nature
• Build rapport to establish and maintain solid client relationships
• Provide general administrative assistance and support to assigned managers
• Handle customer relations activities as needed
• Work on special projects and additional duties as assigned

Senior E-Billing Specialist

Analyst

• Maintain the security and efficiency of Record Management processes
• Oversee the storing of information and files in the database
• Assist in processing incoming information, including sorting and indexing materials for integration into systems or storage areas
• Assemble, analyze and interpret information to develop actionable steps that will improve processes and optimize results in the Information Governance (IG) Records Department
• Follow IG Procedures in the disposition of Records
• Maintain retention schedules and develop strategies for data management
• Train new staff and periodically re-train existing staff on departmental processes and procedures, including providing guidance and technical assistance
• Handle sensitive and/or confidential documents
• Special projects and duties as assigned

Records Analyst

• Process client bills via Aderant software
• Research and answer billing questions
• Review and edit pre-bills in response to attorney and secretary requests
• Handle and process a high volume of complex bills
• Review and verify accuracy of billing and supporting documentation as required
• Ad hoc reports for attorneys as needed
• Special projects and additional duties as assigned

Senior Billing Specialist

Customer Support

• Provide all aspects of trial support, including pre-trial evidence management
• Prepare and organize trial exhibits
• Edit and organize audio and video materials
• Set up, test, and manage equipment and trial presentation software
• Create and develop demonstrative visuals to support case presentation
• Conduct pre-trial simulations to ensure smooth execution
• Work closely with attorneys on case specifics and develop presentation strategies
• Assist eDiscovery Project Managers with client requests
• Responsible for the execution of litigation support projects
• Coordinate data transfer and storage, utilizing firm policies and best practices
• Track delivery schedules, ensuring proper quality assurance, and manage changes in work scope
• Participate in post-project analysis to discover workflow inefficiencies
• Assist with the development and delivery of training to litigation case teams

eDiscovery Trial Support Specialist

Recruitment

• Collaborate with hiring managers across business services, legal support, office operations, and practice groups to develop and implement effective recruitment strategies to attract and hire top talent
• Develop an in-depth understanding of the specific needs and preferences to find successful candidates with the necessary skills and qualifications
• Create and actively manage job requisitions and candidates in Workday
• Source, screen, and interview candidates using various sourcing techniques, including job boards, social media, and professional networks
• Conduct phone, video, and in-person interviews to assess candidate skills, experience, and culture fit
• Manage the entire recruitment process, including job postings, candidate selection, offer negotiation, and onboarding
• Establish, enhance, and manage relationships with external recruiters, law schools, and other recruiting service providers
• Enhance relationships with key external stakeholders to further the Firm’s brand and develop recruiting opportunities
• Build and maintain a strong network of potential candidates for future job opportunities
• In partnership with other internal stakeholders, develop and execute a comprehensive recruiting data analytics strategy to inform recruiting-related business decisions
• Provide guidance and support to hiring managers throughout the recruitment process
• Foster an environment of teamwork, engagement, and professional growth
• Stay up to date with current recruitment trends and best practices to continuously improve the recruiting and hiring process
• Ensure the integrity, security, and accuracy of recruiting data
• Special projects as requested

HR Staff Recruiter – Talent Acquisition

Manager

• Serve as a strategic advisor and thought partner to attorneys and legal professionals by assessing needs, identifying practice pain points and technology use cases, and recommending innovative legal technology solutions
• Spearhead ongoing awareness and adoption of KM tools and practices, including development of training materials and timely and practical hands-on training and guidance to attorneys and legal professionals
• Serve as a subject matter expert to connect colleagues with the relevant information, resources, work product and/or other colleagues in response to requests for information
• Support and collaborate with peers to promote and support KM initiatives and exchange best practices
• Represent the KM Team in meetings and presentations
• Communicate complex technical concepts in a clear, accessible manner to legal professionals and clients
• Promote and encourage use of the Firm’s Knowledge Bank within assigned practice groups, and maintain and continuously update content within the system
• Assist with precedent resource requests and knowledge maintenance
• Ongoing support for and deep familiarity with KM resources and solutions in order to provide planned, ad hoc and just-in-time training and serve as a resource for troubleshooting and enhancements
• Help evaluate and assess legal tech for potential applicability and effectiveness in legal practice and processes
• Support design and development of legal tech solutions, including conducting technology pilots and proofs of concept and assisting with usability and accessibility testing
• Oversee rollout and change management efforts to ensure successful technology adoption within practice groups
• Identify and establish the prioritization of solution requirements provided by attorneys and legal professionals
• Monitor legal tech trends and advise colleagues on emerging tools and best practices, fostering a culture of knowledge sharing
• Support multiple projects simultaneously, ensuring timely delivery and high-quality outcomes
• Track usage, adoption, and performance metrics of solutions/sites to evaluate impact and guide improvements
• Prepare reports and presentations for KM and firm leadership