Senior Bampc Analyst

Profile

Senior B&C Analyst

The candidate will ensure expedited and completed Billing & Collections [B&C] review and resolution for prospective New Client Intake Requests. Manage for full resolution and prompt completion of all Intake Requests. Complete thorough credit review and analysis for prospective individual client and entity engagements, including but not limited to entity Directors, Officers, Owners, Managing Directors, Members, Principals, etc. for credit standing. Review client account history, trend, and credit standing for existing related client accounts. Reevaluate existing client creditworthiness. Complete periodic credit review and analysis pending anticipated notable change in scope, intent to further engage in additional or multiple client matters, or client data raising red flags or trending negatively. Ensure prompt Partner, Practice Specialist notification regarding credit analysis results, recommendations, and B&C conditions for approval or basis for Intake rejection. Ensure continued review, follow-up, or escalation as necessary until Intake Requests are deemed completely resolved. Ensure regular, consistent, and thorough Partner, Practice Specialist outreach relating to Billing and Collections and New Intake Policies and Procedures noncompliance. Follow for timely and complete resolution or escalation. Monitor new client matter receivables throughout matter lifecycles for red flag indicators. Proactively engage Partners, Practice Specialists, and Billing Coordinators for statuses and plan for resolution. Audit for resolution; continuous and notable progress. Monitor unbilled fees and disbursements otherwise referred to as Work in Progress [WIP], for assigned Partners for red flag indicators: fluctuating rate of work, accelerated fees or disbursements, delayed billing/billing outside of engagement terms, trends toward grossly exceeding matter estimates, nonpayment within initial 90 days of engagement, etc. Update and maintain matter flags, alerts, and automated Partner reports and notices as appropriate in accordance with Billing and Collections and Business Intake Policies and Procedures, or Partner-specific requests as appropriate. Conduct thorough financial and credit analysis and review of prospective new clients or existing clients considering new or additional firm engagement. Review and analyze prospective client credit reports such as Dunn & Bradstreet [D&B], D&B Hoovers, and LexisNexis individual background checks, financial statements, and through independent but thorough search engine research and analysis to assess and document credit worthiness. Ensure responsible Billing Partner, Relationship Partner, Practice Specialist, and Billing Coordinator notification, outreach, and full resolution through to matter opening or cancelation. Monitor for new or existing client matters meeting or exceeding Accounts Receivable or Work in Process [WIP] thresholds per firm Policies and Procedures. Monitor Litigation/Trial matters for red flags including but not limited to Rate of Work, extended non-payment, increased A/R, etc. Ensure proactive, regular, and consistent B&C to Billing Partner, Relationship Partner, Practice Specialist, and Billing Coordinator outreach and engagement where red flags are identified to confirm matter statuses, billing or payment plan for resolution, and client account documentation. Audit for continuous and notable progress to complete resolution. Facilitate resolution where Intake roadblocks correlate to B&C or New Intake Policies and Procedures. Escalate non-compliant B&C Policy and Procedure or New Intake Policy and Procedural issues to Revenue Controller. Escalate ongoing collection matters to the dedicated collection team, Sr. Manager- Client Service and Collections, and Revenue Controller accordingly. Review for B&C comment, edits, and approval, and expedited resolution requests for revised retainer requirements, Change Intake Requests, and Engagement Letter edits including but not limited to the responsible party(ies), billing terms, and payment terms. Review for B&C comment, edits as applicable, and approval of Client Outside Counsel Billing Guidelines. Should have 4+ years of strong quantitative experience. Proficient in financial statement review and analysis, credit agency reporting, review and analysis, and risk analysis. Should be fluent in complex accounting systems. Should have strong proficiency in task ownership, issue resolution, attention to detail, and ability to notice discrepancies. Results-oriented, self-motivated, self-starter. Independent thinker, ability to think quickly; make sound decisions. Ability to work in a fast-paced environment, handle multiple tasks; meet tight deadlines, goals, and objectives. Should have the ability to communicate effectively, clearly, concisely, orally, and in written formats; ability to interact; communicate with individuals at varying levels of an organization; computer/Software Knowledge. Proficient with the full Microsoft Office Suite of programs Aderant/CMS/ ARCS.

Additional Information

Requisition ID: 2022-2934

Company info

Sheppard Mullin
700 Louisiana Street, Suite 2750
Houston
Texas
United States 77002
Website : https://www.sheppardmullin.com/