Billing Coordinator
7 days ago
About the Role
We are seeking a highly skilled and experienced Financial Operations Specialist to join our team at McMillan. As a key member of our financial operations team, you will be responsible for managing the billing process from beginning to end, ensuring accuracy and efficiency in all financial transactions.
Key Responsibilities
- Work directly with lawyers to manage the billing process, ensuring timely and accurate invoicing.
- Address queries and resolve issues related to billing, process, and templates.
- Review and ensure completeness of financial forms and documents.
- Set up discounts or exception rates on clients/matters in our financial application.
- Transfer of dockets or costs amongst matters, including time and cost entries.
- Continuously follow-up with lawyers to ensure timely billing and note reasons for deferrals.
- Reasonability check for old time and whether it can be billed or not.
- Narrative review and editing of financial documents.
- Review of e-billing proformas to ensure compliance with Outside Counsel Guidelines.
- Communication with lawyers regarding missing time and other financial matters.
- Adding and applying Business Operating Allowance (BOA).
- Applying Trust and Unallocated funds upon request.
- Calculating and adding currency equivalence to invoices.
- Review of disbursements and related tax applications.
- Processing WIP write-offs and write-ups, obtaining approval where necessary.
- Adjusting bill rates, hours, amounts, and applying discounts as required.
- Review of tax applications on entire invoices.
- Review of draft bills for errors and obtain approval from lawyers to finalize bills.
- Finalize bills and distribute to clients by mail or email if requested.
- Invoice reversals, re-bills, or credit note processing.
- Coordinate the uploading of accruals and invoices to third-party portals for clients requiring e-billing.
- Coordinate and participate in testing for system upgrades and other enhancements.
About You
We are looking for a highly skilled and experienced professional with a strong background in financial operations and billing. You will possess excellent analytical, critical thinking, and problem-solving skills, as well as strong organizational and communication skills.
Requirements
- Experience in billing and e-billing in a law firm or professional services firm.
- Must be a team player with exceptional interpersonal skills.
- Possess a high degree of confidence, professional maturity, and demonstrate excellent verbal and written communication skills.
- Proven analytical, critical thinking, and problem-solving skills.
- Strong organizational skills and a keen attention to detail.
- Ability to multi-task and prioritize workloads on tight deadlines.
- Ability to present ideas in a business-friendly and user-friendly language.
- Superior customer service and a demonstrated ability to work in a challenging and dynamic environment.
- Proficient with accounting and billing software programs.
- Excellent computer skills, with proficiency in the entire Microsoft Office Suite, particularly Word and Excel.
- Advanced knowledge of 3E, e-Billing Hub, or Elite Enterprise experience preferred or similar accounting software systems.
About McMillan
McMillan is a law firm that prides itself in sustained quality and excellence in service while fostering a positive and collegial work environment that nurtures mentoring, inspires enthusiasm, and professional excellence. We commit to putting our best efforts forward in achieving our goals and the goals of our clients.
Why Join Us
We offer a competitive compensation and benefits package, opportunities for growth and development, and a fun and dynamic work environment. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply.
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