Team Lead, Billing

Job Details

Description

**Your Next Opportunity**

The Team Leader, Billing will lead a team of Billing staff. The position will oversee the day to day operations of Billing, ensuring financial controls are operating effectively. This individual will assist in continuous improvement efforts to core processes to increase the quality of output as well as improve the productivity of the team. The position will build and maintain relationships with the business and ensure the team delivers high quality and timely service to the Firm. This position is also responsible for handling all aspects of the firm’s client billing cycle for a select group of lawyers, ensuring that billing is completed effectively, efficiently, and accurately. The Team Leader, Billing will report to the Manager, Revenue Operations and Client Life Cycle.

**What You'll Do**

**Team Lead Responsibilities**
- Guide, train and develop team members
- Ensure all control processes, policies and procedures are properly documented and streamlined where necessary
- Assist with various process improvement initiatives relating to Billing
- Coordinate and participate in testing for system upgrades and other enhancements
- Assist in completion of annual performance reviews
- Liaise with the business, management and other members of the finance team to ensure needs are addressed in a timely manner

**Billing Responsibilities**:

- Work directly with lawyers to manage the billing process from beginning to end
- Address queries received on billing issues, process, and templates as encountered
- Review and ensure completeness of NBI forms to ensure tax is appropriately applied based on instructions provided
- Transfer of dockets or costs amongst matters; including and or excluding time and cost entries; dividing time and cost entries
- Continuously following-up with lawyers to ensure WIP is being billed on timely basis and to note reason if WIP is to be deferred
- Reasonability check for old time and whether it can be billed or not.
- Narrative review and editing i.e. punctuation, formatting
- Communication with other lawyers with respect to missing time (where possible).
- Calculating and adding currency equivalence to invoice
- Processing WIP write offs & write ups, obtain approval where necessary
- Review draft bill for errors and obtain approval from lawyer to finalize bill
- Invoice reversals/re-bill or credit note processing
- Coordinate the uploading of accruals and invoices to third-party portals for clients that require E-billing
- Coordinate and participate in testing for system upgrades and other enhancements

**Collections and Trust**
- Generate AR reports and alert lawyers to potential AR issues
- Communicate and follow up with clients on outstanding invoices and assist with the resolution of disputed accounts
- Update the collections module in 3E to reflect collection efforts and progress
- Coordinate with Collection SME’s for outstanding AR that requires assistance

***What You Bring**
- 5+ years of experience in 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 with 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 is require

**McMillan Offers You**

Growth

Mentorship and Support

Training as Software Evolves

Commensurate Compensation and Benefits Package

Fun Work Environment

**McMillan = You**

Inclusion and diversity are essential elements of our culture at McMillan, which coincides with our core values of respect, teamwork, commitment, client service and professional excellence.

At McMillan, we know we will achieve the most success by attracting and retaining the best talent, and by representing and supporting the communities from which we draw our members, the communities in which we live and work and the communities to which we provide legal services.

We are a law firm that prides itself in sustained quality and excellence in service while fostering a positive and collegial work environment, which nurtures mentoring, and inspires enthusiasm and professional excellence. We commit to putting our best efforts forward in achieving our goals, and the goals of our clients and to working with you to help you achieve your professional and career