Williams Lea

Billing Specialist

• Perform work editing, preparing or processing legal invoices and prebills/proformas according to established procedures and guidelines
• Submit and manage rejections of electronic invoices in designated client system
• Assist customers with billing/e-billing inquiries, troubleshoot issues and follow-up with operational areas on the client side.
• Understand and comply with all assigned client billing guidelines and demonstrate understanding through use of effective communication
• Meet contracted deadlines for accepting, completing, and delivering all work
• Execute accruals, budgets, and information and data requests
• Execute monthly invoices as assigned
• Provide exemplary support to client partners and Williams Lea supervisors and managers, keeping them fully apprised of statuses and action plans on key issues and problems
• Provide workflow guidance to more junior team members
• Serve as value-added subject matter expert and support resource for billing staff
• Perform daily departmental duties as assigned
• Ensure the team is current on relevant billing topics and activity
• Collaborate with other financial colleagues to resolve issues and ensure optimal execution of departmental responsibilities
• Communicate issues and resolutions timely, effectively, and professionally
• Serve as back up to fellow team members, as appropriate
• Proactively recommend process and procedural enhancements including but not limited to documenting processes and improvements
• Assists with updating documentation relating to special billing arrangements.
• Create and maintain required spreadsheets to track/monitor various functions as needed.
• Interact with clients in person, over the phone or electronically with care and professionalism
• Complete special projects as assigned
• Adhere to Williams Lea policies in addition to client site policies
• Train new Billing Analysts/Associates

Senior Billing Analyst

• Work directly with the client’s E-billing Manager on any ad-hoc e-bill related management/client requests
• Responsible for the timely submission of electronic invoices and accruals to clients on monthly basis, overseeing the transition of clients to e-billing, and providing follow-up support to attorneys and clients in all aspects related to electronic billing
• Handle heavy volume of highly complex e-submission assignments for key corporate clients; ensure all client guidelines, internal protocol, and firm's guidelines are followed during submission process
• Act as liaison between billing attorney/secretarial staff, and clients' staff assigned to electronic billing by providing expert level subject matter support
• Liaise with billing attorney/secretary, and client representatives in the resubmission of invoices; ensure corrective action is in place for future submissions
• Populate, maintain, and update data for assigned clients in the billing system and clients' external web applications; ensure all relevant information is updated and correlated in the firm's billing system
• Execute accruals, budgets, and information and data requests
• Work collaboratively with department's supervisor to support e-billing systems by adding/removing user accounts, resetting passwords, assigning proper security levels, entering budgets, status reports, and matter profiles in various sub-systems
• Perform ad hoc analyses of complex client accounts regarding collections, rates, and reduced and rejected invoices
• Provide exemplary support to client partners and Williams Lea supervisors and managers, keeping them fully apprised of statuses and action plans on key issues and problems
• Train new Billing Analysts/Associates
• Provide workflow guidance to more junior team members
• Serve as value-added subject matter expert and support resource for billing staff
• Ensure the team is current on relevant billing topics and activity
• Collaborate with other financial colleagues to resolve issues and ensure optimal execution of departmental responsibilities
• Communicate issues and resolutions timely, effectively, and professionally
• Serve as back up to fellow team members, as appropriate
• Proactively recommend process and procedural enhancements including but not limited to documenting processes and improvements
• Assists with updating documentation relating to billing arrangements and processes.
• Interact with clients in person, over the phone or electronically with care and professionalism
• Complete special projects as assigned
• Adhere to Williams Lea policies in addition to client site policies
• Perform daily departmental duties as assigned

Senior e-Billing Analyst

Designer

• Perform document production and graphic design work according to established policies and procedures
• Thoroughly assess job request, identify correct process needed to produce documents and ensure appropriate completion throughout task lifecycle
• Exercise independent judgment & use established procedures, standards and formats to edit, proofread, convert, create, transcribe or otherwise complete document production and graphic design requests to client satisfaction
• Demonstrate intermediate to advanced use of equipment/technology/software and hardware necessary to perform job functions
• Assist with coordination of document production services, preparation, intake, and workflow within team
• Troubleshoot more complex software or hardware problems
• Utilize appropriate logs and/or tracking software for all assigned work
• Meet contracted deadlines for accepting, completing, and delivering all work
• Communicate with peers, supervisor or client on job or deadline issues
• Help foster a proactive environment of continuous service enhancement and relationship building with the client
• Handle sensitive and/or confidential documents and information
• Perform Quality Assurance on work of others
• Train more junior staff members
• Assist peer teams with proofreading, design or other document production and preparation, as needed
• Complete other tasks and assignments as assigned by management
• Interact with clients in person, over the phone or electronically
• Adhere to Williams Lea policies in addition to client site policies
• Use equipment and supplies in a cost-efficient manner

Senior Document Production Associate, Creative Designer

Account Executive

• Manage a portfolio of multiple accounts (2-7) with gross profit of least $300,000
• People Leadership – lead, develop and empower highly functioning client teams
• Provide oversight and support for the selection, induction, development, retention, motivation, and performance of direct and indirect reports
• Provide training and development opportunities and serve in mentoring role for his/her direct reports. Ensure Managers provide similar support for Supervisors, Workflow Coordinators, and associates on their teams.
• Manage operations staff performance including establishing development goals, setting business objectives, establishing priorities, and providing ongoing performance feedback
• Encourage a culture of structured succession planning for key roles
• Operations leadership – ensure accounts meet and/or exceed client expectations
• Ensure operational controls and management information and reporting requirements are fulfilled
• Oversee overall performance metrics of accounts/departments against contract/target or business unit benchmarks
• Engage expert. Familiar with all aspects of Engage.
• Train managers how to properly utilize the Engage system to optimize performance.
• Set up engage for new clients.
• Ensure managers within portfolio understand Engage and utilize the system as designed.
• Contribute to the ongoing Engage development by championing improvement opportunities/ideas.
• Implement strategies to improve and standardize all aspects of operations
• Share knowledge, best practices, and solution designs within the relevant management teams to ensure continuous business improvement
• Execute modifications to organizational design and teams to optimize operational activity and improve client experience
• Investigate and resolve issues escalated by the client and communicate significant issues to reporting chain
• Drive the quality-of-service delivery across the organization
• Financial and Contract Management
• Ensure operations controls are in place to manage budget and be profitable
• Leverage knowledge to collaborate on and negotiate terms for contracts or renewals
• Develop strategic account plans
• Write, deliver, negotiate and approve contract amendments/Statement of Works (SOWs)
• Write, deliver, negotiate and approve contract renewals
• Negotiate Periodic Price Adjustments (PPAs)
• Customer & account leadership – maintain appropriate communications channels with the clients, the field and offsite leadership
• Provide insight into weekly, monthly, or quarterly account reviews
• Develop appropriate client relationships with operational counterparts
• Support up selling, cross selling of new services and the renewal and PPA process as required
• Support the annual budget process for assigned accounts
• Possess a comprehensive understanding of all client’s business and the impact of our services
• Partner with functional teams to implement appropriate policies, internal controls, and reporting
• Promote a culture of high performance and continuous improvement that values learning and a commitment to quality
• Highlight operational, compliance and financial risk areas
• Participate as a key project team member new business implementation
• Follow delegations of authority for operations team

Account Director

• Work directly with the client’s E-billing Manager on any ad-hoc e-bill related management/client requests
• Responsible for the submission of electronic invoices and accruals to clients on monthly basis, overseeing the transition of clients to e-billing, and providing follow-up support to attorneys, and clients in all aspects related to electronic billing
• Handle heavy volume of highly complex e-submission assignments for key corporate clients; ensure all client guidelines, internal protocol, and firm's guidelines are followed during submission process
• Act as liaison between billing attorney/secretarial staff, and clients' staff assigned to electronic billing by providing expert level subject matter support
• Liaise with billing attorney/secretary, and client representatives in the resubmission of invoices; ensure corrective action is in place for future submissions
• Populate, maintain, and update data for assigned clients in the billing system and clients' external web applications; ensure all relevant information is updated and correlated in the firm's billing system
• Work collaboratively with department's supervisor to support e-billing systems by adding/removing user accounts, resetting passwords, assigning proper security levels, entering budgets, status reports, and matter profiles in various sub-systems
• Perform ad hoc analyses of complex client accounts regarding collections, rates, and reduced and rejected invoices
• Promote effective work practices, working as a team member, and show respect for co-workers

e-Billing Analyst

Administrative Assistant

• Perform work in administrative support, including, but not limited to, answering phone lines, providing customer service, editing/transcribing documents, data entry for expenses/time/invoices/other, creating reservations/scheduling (meetings, conference rooms, A/V, hospitality, travel, concierge)
• Oversight for confidential company information including but not limited to corporate credit card information, P-cards, employee and client distribution lists, prospective and current employee information etc.
• Utilize appropriate logs and/or tracking software for all administrative support work
• Ensure that job tickets are properly filled out before beginning work
• Thoroughly assess job requests and ensure appropriate completion of job tasks throughout task lifecycle
• Communicate with team members, lead, supervisor or client supervisor or client on job or deadline issues
• Meet contracted deadlines for accepting, completing, and delivering all work
• Troubleshoot basic equipment problems
• Assist in developing training plans and process maps for the administrative operation
• Deliver training plans to a team of Admins
• Serve as a subject matter expert and resource for junior employees
• Interact with clients in person, over the phone, via video or electronically
• Prioritize workflow
• Performs Quality Assurance on own work and work of others
• Answer telephone, emails, and place service calls when needed
• Adhere to Williams Lea policies in addition to client site policies
• Use equipment and supplies in a cost-efficient manner

Senior Administrative Associate

Marketing

• Provide support for the business development & marketing team across a range of tasks and initiatives
• Assist with the collection of matter data for transaction practices globally
• Update internal records, database systems and intranet for department, practice groups and partners
• Assist with the collection of data and preparation of submissions to legal directories, league tables and other external publishers
• Help track practice descriptions, representative matter lists, bios and other collateral for client outreach
• Assist with drafting research/intelligence reports on prospective company clients and competitors
• Assist with the compilation of data and production of documentation for proposals and RFPs
• Assist with updating website and intranet content
• Assist with the preparation, packaging and distribution of materials
• Record action items, summaries and follow up
• Collaborate with other marketing and business development members to integrate support initiatives
• Provide administrative assistance and project manage ad-hoc activities for the marketing and business development team as needed

Marketing Associate

• Lead and oversee Corporate Income Tax governance, reporting and compliance at divisional and regional level
• Manage outsourced corporate tax compliance process and oversight of advisors across 20+ jurisdictions
• Review and prepare tax provisions (current and deferred) and tax disclosures at entity and consolidated group level under US GAAP
• Drive quarterly tax provisions process, manage UK CT quarterly instalment payments and monitor tax payments for group entities
• Prepare cash tax and tax liability forecasts and use EBITDA forecasts to provide indicative ETR forecasting
• Run tax year-end audit and consolidation process and coordinate with external advisors
• Ensure internal resources, processes and controls are in place and identify finance and tax process improvements
• Manage UK compliance matters including CFC, CIR & Pillar Two and prepare forms for treaty exemptions or reduced withholding tax rates
• Maintain Tax Risk Register, reconcile corporate income tax and withholding tax balances and produce cash tax estimate models
• Lead automation of data analysis and review processes leveraging company systems and data platform

Tax Reporting and Compliance Lead

• Use logs and/or tracking software for all administrative support work
• Thoroughly assess job requests and ensure appropriate completion of job tasks throughout task lifecycle
• Perform work in administrative support, including, but not limited to, answering phone lines, providing customer service, editing documents for communications/memos/presentations, data entry for expenses/time/other, creating reservations/scheduling (meetings, conference rooms, A/V, hospitality, travel, concierge), content/asset management, records or other research, high volume mail support
• Use established procedures, standards and formats to complete administrative requests to client satisfaction
• Communicate with team members, lead, supervisor or client on job or deadline concerns
• Meet contracted deadlines for service delivery to our clients
• Troubleshoot basic software or hardware problems
• Help to foster a proactive environment of continuous service enhancement and relationship building with the client
• Perform quality assurance on work of others, as requested
• Adhere to Williams Lea policies, in addition to client policies
• Use equipment and supplies in a cost efficient manner