Financial and Billing Specialist

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Project Id
11780

Project Description

This is a part-time position.

Essential Duties and Responsibilities:

  • Coordinate with Attorneys and Staff to manage retainers, time entries, edits, adjustments, write-downs, and mailing or e-mailing of invoices using the Clio billing system;
  • Ensure that all invoices are submitted timely;
  • Preparation and processing of high-quality invoices; Perform override calculations and changes; Initiate requests for supporting documentation and review for accuracy; Monitor and follow-up on invoices after they have been sent;
  • Create welcome letter and packet for new clients;
  • Proactively work with clients and attorneys to administer billing responsibilities and to resolve billing questions and/or concerns;
  • Assist with accounts receivables; Work with Managing Attorney to actively address aged and/or unbilled fees and costs;
  • Collections of outstanding bills using ethical guidelines; Track and apply trust balances as applicable;
  • Developing, maintaining, and tracking collections efforts using the firm’s billing system
  • Provide basic billing/timekeeping data; Generate billing reports that include charts, tables, graphs, analysis and recommendations;
  • Assist attorneys and staff regarding various aspects of the billing cycle, including time entry and reminders;
  • Work closely with Law Firm Accountant in all areas of billing and accounts receivable;
  • Track expenses and payments;
  • Prepare checks, as needed; and
  • Prepare budgets, as needed.

Qualifications/Skills:

    •    College degree preferred or equivalent work experience;

    •    Previous billing and collection experience required, prefer in a law firm environment;

    •    Detail oriented and organized;

    •    Proven understanding how billing and accounts receivable affects the Company;

    •    Electronic billing experience preferred;

    •    Excellent oral and written communication skills;

    •    Ability to prioritize effectively; Deadline driven;

    •    Proactive problem solver; Client and Company focused.

This Project is seeking consultants.

Project Location:
Dallas,
Texas
This is not a remote position.
This position does not require travel.

Project Salary - Hourly
Minimum Range In Dollars:
Maximum Range In Dollars:

Functional Expertise

  • Accounts Payable
  • Bookkeeping

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