Architect Jobs

About The Position

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• At least 3 years of hands-on legal billing experience in law firm billing or finance, or at a legal time and billing software company.
• Working knowledge of time and expense entry, rate management, fee arrangements, pre-bill review and adjustments, invoicing, LEDES and UTBMS e-billing, client billing guidelines, AR and collections, WIP and realization reporting, and trust accounting basics.
• At least 3 years implementing or consulting on time, billing, or financial software, including discovery, requirements, configuration, data migration of WIP, unbilled time and costs, and AR, UAT, and go-live.
• Comfort with SQL or ETL tools for loading and validating financial data, and understanding of system integrations.
• Ability to run workshops with firm billing teams, finance staff, and partners; present clearly to executives; and manage several projects at once.

Nice To Haves

• CPA license or CPA-eligible status.
• Salesforce implementation or administration experience; Salesforce Administrator certification.
• Hands-on implementation of Accounting Seed or Certinia (formerly FinancialForce), or another Salesforce-native accounting or billing product.
• Experience implementing or supporting legal time and billing systems such as Elite 3E, Aderant, Centerbase, or Juris.
• Experience with e-billing platforms such as Legal Tracker, TyMetrix 360, or BillBlast.
• Experience with Litify or another legal practice management platform.

Responsibilities

• Lead discovery with firm billing and finance teams to map time and expense capture, pre-bill review, invoicing, and collections.
• Design billing setups on Litify and Salesforce, including timekeeper and client-matter rates, rate hierarchies and overrides, fee arrangements, and invoice templates.
• Configure time and expense capture, including activity and task codes, hard and soft costs, cost recovery, and markups.
• Build pre-bill review and approval workflows, including write-ups, write-downs, and billing adjustments.
• Set up e-billing for clients that require it, including LEDES file formats, UTBMS codes, and outside counsel billing guidelines.
• Design accounts receivable and collections processes, including payments, retainers, applying trust funds to invoices, and client statements.
• Deliver billing and financial reporting, including WIP, realization, timekeeper utilization, aged AR, and collections.
• Plan and support migration of open WIP, unbilled costs, and AR balances from legacy billing systems, reconciling the data to its source.
• Configure and test solutions, working with Litify developers and other Solution Architects when custom builds are needed.
• Run workshops, UAT, training, and go-live support with client billing, finance, and operations staff.
• Keep project status, risks, and documentation current.
• Feed field learnings back to Product and Professional Services to improve the billing offering.

Benefits

• A bonus may be offered in addition to base salary.
• Benefits are offered, but specific benefits are not listed.