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About the role
Key responsibilities & impact- Prepare and revised pre-bills for review.
- Generate invoices and distribute client statements.
- Update payments received daily on Financial Dashboard
- Attend weekly Finance Level 10 meetings to discuss accounts receivable metrics, action items, and departmental issues.
- Draft and send balance reminder emails for clients with outstanding balances.
- Upload time entries for pre-bills when needed.
- Process client credits and adjustments as needed.
- Review and upload attorney and staff time entries into the invoicing system.
- Ensure all legal team time entries are updated daily.
- Improve existing formulas to increase spreadsheet efficiency and streamline financial data population.
- Document and send call logs to the legal team for each client interaction.
- Maintain a master file tracking all client contact attempts.
- Conduct conflict checks for new clients.
- Create weekly client aging reports for Business and Litigation teams.
Requirements
What you’ll need- 2-3 years of experience in a Billing position
- Proficient in Excel, with strong knowledge of formulas, and the ability to download data from invoicing software, generate, prepare and enhance existing financial reports
- Proficiency with invoicing and billing software
- Experienced in script editing within Google Sheets to optimize workflows and improve data management; knowledge of JavaScript is highly preferred
- Strong interpersonal, verbal and written communication skills with the ability to deal with difficult clients professionally and represent the company well
- Ability to follow all company policies and procedures, internal departmental procedures to ensure consistent treatment of customers;
- Flexibility and quick turn around with exceptional cases/procedures
- Ability to work collaboratively within a team while prioritizing and managing individual tasks to ensure personal responsibilities are completed efficiently
- Work well under tight deadlines within the legal field
Benefits
Comp & perks- Competitive salary
- Paid Time Off
- Bonuses
- 100% remote/home-based position
- Full-time, long-term career opportunities
- Parental Leave
- Professional development and training
- Dedicated team support
- Alignment with our clients' core values
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
billinginvoicingExcelformulasfinancial reportingscript editingGoogle SheetsJavaScriptdata managementclient credits
Soft Skills
interpersonal skillsverbal communicationwritten communicationprofessionalismflexibilitytime managementcollaborationtask prioritizationefficiencyproblem-solving
