Fenwick & West is a dynamic firm seeking a Client Accounting Coordinator. This junior level role involves managing the financial aspects of assigned partners' portfolios, ensuring accurate billing processes, and supporting collection activities.
Responsibilities
- Responsible for setting up and maintaining attorney billing rates, discounts, and deferrals, etc. to ensure and accurate billing process
- Responsible for reviewing engagement letters and billing guidelines to make sure matters are set up according to firm/client standards
- Continuous maintenance and documentation of all non-standard billing requirements
- Work with attorney/secretary/Risk department to identify documentation needed for opening a new client/matter
- Cross reference billing rate set up with engagement letter to ensure accuracy at time of billing
- Prepare, review and distribute prebills on a monthly basis (paper/PM system); frequency may change depending on attorney portfolio
- Perform various billing functions as required to produce client invoices: making edits, write downs, transfers, discounts, etc. in Aderant and Prebill Viewer system
- Attention to details to ensure accuracy of completed invoices
- Ensure client bills/e-bills are submitted timely while meeting the Firm’s and/or client guidelines
- Collaborate with the e-billing administrator to ensure e-billing set-up and maintenance support is complete, such as adding attorneys, matters and rates, into the various e-billing systems
- Provide estimates to attorneys and clients as required by due dates
- Provide client account analysis utilizing the various system tools (Aderant, EIS, FRP, ARCS, etc.)
- Support the full assigned portfolio collection activities of account status and any escalations required
- Communicate that with partners on above status and take accurate on next steps
- Share with Collections the feedback from partners and monitor progress/resolution
- Responsible for coordinating monthly meetings with assigned billing attorneys to understand how to manage their portfolio(s) by: discussing new clients and matters, any special billing arrangements, and aged WIP (Work In Progress)
- Responsible for communicating and assisting clients who are seeking alternative payment plan solutions
- Work with Cash Receipts staff to research and resolve misapplied payments, outstanding trust or unapplied cash balances
- Prepare write-off/write-down requests and/or 3rd party collection agency requests as necessary; ensure all proper approvals are received prior to processing adjustments
- Assist attorneys, secretaries and clients with all billing and collections related questions and/or requests
- Monitor billing and AR hotline and time correction DTE alias on a rotational basis
- Act as back up support and provide coverage for team as needed
- Perform other related duties as assigned
Skills
- 1-3 years of finance and/or general accounting experience
- Bachelor's degree in accounting/finance
- Ability to handle and maintain confidential and sensitive information with the appropriate discretion
- Attention to detail is required to proofread invoices/reports, emails, and other communication in order to deliver accurate and thorough work product
- Ability to organize and prioritize multiple tasks in fast paced, deadline-driven environment
- Effective verbal and written communication skills
- Self-Starter, able to work with minimal support and/or in a team environment with professionals at various levels while maintaining a positive and professional demeanor
- Possess strong analytical and problem-solving skills
- Ability to use good judgment to assess various courses of action and their potential impact
- Demonstrate flexibility, professionalism, diplomacy, and tact to accommodate changing needs of the business
- Contributes to building a positive team spirit
- Legal billing and accounting systems experience
Benefits
- Healthcare
- Life Insurance
- Health Savings Accounts
- Flexible Spending Accounts
- Wellbeing
Company Overview
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