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

Senior Marketing Finance Manager

Senior E-Billing Specialist

Records Analyst