Client Accounting Administrator

Perkins Coie•Madison, WI

2d•$81,530 - $129,590

About The Position

GENERAL PURPOSE We are seeking a Client Accounting Administrator to administer the preparation of billing statements for the firm’s top-tier clients. Serve as a liaison between parties ensuring billing issues are resolved in an accurate and timely manner. Maintain positive contact with clients and observe confidentiality of client matter issues. Collect outstanding accounts and prepare financial reports as necessary. Prepare statistical and financial data reporting as necessary. Attend client meetings as necessary. ESSENTIAL FUNCTIONS These essential functions are primary job duties that incumbents must be able to perform unassisted or with some reasonable accommodation. CLIENT ACCOUNTING FUNCTIONS: Administer the preparation of billing statements for selected clients, reviewing and correcting errors in time entries and disbursement charges, trace incorrect charges or credits and delete or transfer to the proper matters to effect correct billing. Review and edit draft billing language, research discrepancies, verify calculations, disbursements and final statements in preparation for final review. Review outside counsel and expert consultant bills submitted monthly for inclusion in firm billings to the client. Enforce all billing guidelines outlined by firm and clients’ OCGs, ensuring continued compliance at all times. Electronically submit invoices and work with client and legal team to resolve any issues or rejections. Administer the collection process with clients; maintain accurate records of checks, invoices, and history for all billings, send monthly letter of outstanding invoices, and monitor payment status. REPORTING/ANALYSIS FUNCTIONS: Responsible for the preparation and analysis of a variety of statistical data, charts, graphs, and various reports for firm management and various committees. Use software applications such as spreadsheets, relational databases, statistical packages, and graphics packages to assemble, manipulate and/or format data and/or reports; develop financial reports for forecasting, trending, and results analysis. ADMINISTRATIVE FUNCTIONS: Assume responsibilities for special projects as directed by client and matter service attorneys. Attend client meetings as necessary. Review all new client/matter reports for accuracy and forward for processing. Annually participate in determining billing rates, along with firm Pricing department; provide timekeeper information to the client. Be present at work during regularly scheduled working hours and as needed in the position, consistent with the firm’s attendance expectations.

Requirements

Good knowledge of timekeeping, accounts payable and receivable bookkeeping, and collection procedures.
Good knowledge of the legal environment and billing procedures.
Good knowledge of insurance work.
Superb attention to detail.
Ability to express self effectively, both orally and in writing.
Strong command of the English language, including excellent spelling, grammar, punctuation, form, and style.
Ability to operate a computer and perform word processing techniques.
Ability to accurately type 75 WPM.
Demonstrated research and analytical skills for problem-solving work, and the ability to recommend solutions to complex problems.
Good knowledge of Excel and Adobe forms software.
Excellent organizational skills for prioritizing workload.
Requires a BA degree and a minimum of 5+ years of relevant administrative and general billing experience or equivalent.

Nice To Haves

Experience in legal billing recommended.
Experience with 3E a plus.
Familiarity with various e-billing platforms (e.g., Legal Tracker, TyMetrix 360, etc.).

Responsibilities

Administer the preparation of billing statements for selected clients, reviewing and correcting errors in time entries and disbursement charges, trace incorrect charges or credits and delete or transfer to the proper matters to effect correct billing.
Review and edit draft billing language, research discrepancies, verify calculations, disbursements and final statements in preparation for final review.
Review outside counsel and expert consultant bills submitted monthly for inclusion in firm billings to the client.
Enforce all billing guidelines outlined by firm and clients’ OCGs, ensuring continued compliance at all times.
Electronically submit invoices and work with client and legal team to resolve any issues or rejections.
Administer the collection process with clients; maintain accurate records of checks, invoices, and history for all billings, send monthly letter of outstanding invoices, and monitor payment status.
Responsible for the preparation and analysis of a variety of statistical data, charts, graphs, and various reports for firm management and various committees.
Use software applications such as spreadsheets, relational databases, statistical packages, and graphics packages to assemble, manipulate and/or format data and/or reports; develop financial reports for forecasting, trending, and results analysis.
Assume responsibilities for special projects as directed by client and matter service attorneys.
Attend client meetings as necessary.
Review all new client/matter reports for accuracy and forward for processing.
Annually participate in determining billing rates, along with firm Pricing department; provide timekeeper information to the client.
Be present at work during regularly scheduled working hours and as needed in the position, consistent with the firm’s attendance expectations.