Client Accounting Coordinator

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Client Accounting Coordinator

The candidate will monitor assigned Client and Matter set up (including rates, discounts and deferrals, etc.) to ensure adherence with engagement letters, billing guidelines, attorney preferences and system requirements in order to facilitate an accurate billing process. Maintain documentation of all non-standard billing requirements; update the Client and Matter Billing Instructions in Aderant accordingly. Monitor Pending Accounts: request the attorney/secretary work with Risk department to identify documentation needed for completely opening client matter. Cross reference rate set up with engagement letter to ensure accuracy at time of billing. Prebills: prepare, review and distribute prebills on a monthly basis (paper/PM system); frequency may change depending on attorneys. Perform various billing functions as required to produce client invoices, such as edits, write downs, transfers, discounts, etc. in Aderant/PM system. Ensure client bills and e-bills are submitted in a timely fashion while meeting the firm’s and/or client guidelines. Utilize the various e-billing systems for billing and accruals, research disputes and collection status; work with the department 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 for monthly accruals or closings. Provide account analysis utilizing the various system tools (Aderant, EIS, ARCS, etc.); while working with the Supervisor and/or Sr. Client Accounting Specialist to ensure approach and results meet the request. Coordinate monthly meetings with assigned billing attorneys in conjunction with management to discuss and review: new clients and matters, any special billing arrangements, aged WIP and accounts receivables; communicate account escalations requests and monitor progress. Collections: establish regular monthly contact with clients regarding collections, maintain current collection status in ARCS (collection system) while upholding and maintaining the firm’s collection policies and procedures; bring significant or delinquent balances along with short pay reasons and disputes to the attention of billing attorneys and management. Research client disputes, propose resolution methods with management. Prepare communication to attorney regarding proposed dispute and resolution course and/or request attorneys’ involvement as needed. Assist with identifying clients seeking alternative payment plan solutions, preparing and documenting any client payment plan proposals based on billing attorney and/or Management Committee approval. Work with Cash Receipts staff to research and resolve misapplied payments, outstanding trust or unapplied cash balances. Prepare write off requests as necessary; ensure all proper approvals are received prior to processing accounts receivable write-offs. Assist attorneys, secretaries and clients with all billing and collections related questions and/or requests. Maintain client files and correspondence (either hard copy or electronic). Monitor billing and AR hotline and time correction DTE alias on a rotational basis. Provide back-up support when team members are absent. Self-Starter, able to work independently and/or in a team environment with professionals at various levels while maintaining a positive and professional demeanor. Possess strong analytical and trouble shooting skills. Proficiency using Windows, MS Office, MS Excel and MS Word. Communicate effectively; both verbal and written with attorneys, secretaries, staff and clients. Ability to handle confidential and sensitive information with the appropriate discretion. Ability to organize and prioritize multiple tasks in fast paced, deadline-driven environment. Attention to detail, proofread invoices/reports, deliver accurate and thorough work product. Ability to use 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. Reporting to the Client Accounting Manager, the ideal candidate will have 1-3 years of finance and/or general accounting experience; Bachelor’s degree in accounting/finance required. Experience with legal billing and accounting systems is a preferred.

Additional Information

Job ID: R1737.

Company info

Fenwick & West LLP.
555 California Street 12th Floor
San Francisco
California
United States 94104
Website : http://www.fenwick.com