Wintersteen | Casarez Law Corporation

Billing and Financial Specialist

Wintersteen | Casarez Law Corporation

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Salary

💰 $70,304 - $80,000 per year

About the role

  • Analyze and enhance billing and A/R workflows for accuracy and efficiency
  • Lead department-level initiatives to review and restructure billing procedures
  • Maintain and improve tools for tracking outstanding invoices and payment progress
  • Review client deductions and provide reporting to upper management
  • Manage month-end billing processes, including pre-bill generation, time entry audits, and invoice generation
  • Ensure accurate submission of invoices through client e-billing portals and monitor invoice status
  • Conduct deduction research and identify billing anomalies conforming with the client-specific billing requirements
  • Create executive-level dashboards and summaries of billing and collections data
  • Collaborate with leadership to tailor monthly financial reports to firm needs
  • Assist with the development of attorney billing metrics for performance tracking and bonuses
  • Review and audit data for accuracy across billing platforms and Excel reports
  • Serve as the primary liaison between Billing and Finance leadership
  • Maintain data integrity across Litify, Quickbooks, and billing workbooks
  • Manage Litify Success Acceleration Program tickets for resolution
  • Produce recurring reports and support A/R reviews and other financial audits
  • Collaborate with teammates to gather requirements, research solutions, and complete operational initiatives
  • Document best practices and assist in training other team members on billing tools
  • Provide analytical support for strategic planning and operational decision-making

Requirements

  • Minimum of 2 years of experience in billing, A/R, or financial operations
  • Strong proficiency in Microsoft Excel (pivot tables, VLOOKUP, formulas, dashboards)
  • Experience with QuickBooks, Litify, or other billing software
  • Exceptional analytical and problem-solving skills
  • Comfortable working independently in a fast-paced, paperless environment
  • Excellent verbal and written communication skills
Benefits
  • Competitive Salary
  • Vacation/Personal Time Off
  • Medical, Dental, and Vision Insurance
  • Life Insurance, STD, LTD, Pet Insurance
  • Paid Holidays
  • 401(k) + Employer Matching after 6 months
  • Continuous Training/Learning
  • End of the Year Firm Event
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
billingaccounts receivablefinancial operationsdata analysisreportinginvoice generationdeduction researchperformance trackingdata auditingfinancial reporting
Soft Skills
analytical skillsproblem-solving skillscommunication skillscollaborationindependenceattention to detailorganizational skillsleadershiptrainingstrategic planning