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Fenwick & West · 3 months ago

Client Accounting Specialist (Arizona)

United States

Full-time

Remote

Mid, Senior Level

$61K/yr - $86K/yr

5+ years exp

Fenwick & West is seeking a Client Accounting Specialist who will manage the financial aspects of assigned partners' client portfolios in accordance with departmental standards. The role involves ensuring accurate billing, maintaining client documentation, monitoring accounts receivable, and resolving client disputes.

Law Practice

Comp. & Benefits

Responsibilities

Review Client and Matter set up (including rates, discounts, invoice formats and deferrals, etc.) to ensure adherence to engagement letters, billing guidelines, manage to attorney preferences and address any differences timely to provide accurate billing

Maintain documentation of all non-standard billing requirements. Update the Client and Matter Billing Instructions in Aderant, CET data base to ensure they remain current

Monitor work in progress to ensure all matters are billed per approved agreement and schedule, ensure necessary billing systems reflect current status

Produce, review and distribute prebills on a monthly basis and as needed for review by attorneys, coordinate with secretarial team to obtain prebills by monthly due date

Perform various billing functions as required to produce client invoices (edits, write downs, transfers, discounts, etc.). Audit all edits once pushed into Aderant (narrative and mathematical calculations), ensure calculations are correct and in accordance with special billing requirements prior to posting

Ensure client invoices are mailed or delivered timely in accordance with firm guidelines as well as any client guidelines

Manage attorney and client deadlines; estimate due dates as required for monthly accruals and/or closings and monthly billing due dates

Meet with billing attorneys on a regular basis to discuss new clients and matters, any special billing arrangements, aged WIP and aged Accounts Receivable or issues/disputes that require action

Actively monitor accounts receivable balances while upholding and maintaining the firm’s collection policies and procedures; escalate significant or delinquent balances to the attention of billing attorneys and management in timely manner, actively suggest collection strategies and monitor as necessary, maintain ARCS categories to reflect current client status

Maintain regular client contact to follow-up on aged billings, payments and/or promise to pay

Research and resolve client disputes timely. Engage attorney’s assistance as necessary to resolve issues promptly

To minimize financial risk exposure on aged accounts, develop and maintain collection strategies, negotiate payment arrangements and/or propose payment schedules as necessary with partner consent

Effectively utilize Aderant, ARCS, EIS, and other reports to assist with the collections process and reporting (including the Intranet)

Work with Cash Receipts staff to research and resolve misapplied payments, unapplied cash/trust balances are kept to a minimum

Prepare write-off/write-down requests as necessary; ensure all proper approvals are received prior to processing adjustments

Assist attorneys, secretaries and clients with all billing and collections related questions and/or requests

Maintain client files and correspondence (iManage)

Monitor billing hotline and time correction DTE alias on a rotational basis

Share system process enhancement ideas

Propose client support enhancement ideas to attorney/management (streamline efficiencies)

Utilize LinkedIn Learning for increased growth in skills, software and/or industry

Perform other related duties as assigned

Qualification

AderantLegal billing experienceMicrosoft OfficeAnalytical skillsAttention to detailOrganizational skillsCommunication skillsTeamwork skills

Required

5+ years of legal billing experience with automated billing systems

Understanding of legal industry's standard billing requirements

Experience with Aderant expert (previously CMS) and/or automated accounting systems

Bachelor's degree

Ability to handle complex accounts with limited assistance

Strong attention to detail, accuracy and organizational skills

Strong analytical and troubleshooting skills

Ability to use judgment to assess various courses of action and potential impact

Communicate effectively; both verbal and written with attorneys, staff professionals and clients

Supportive of business changes within the workplace

Ability to prioritize multiple tasks efficiently in a fast-paced, deadline-driven environment

Strong teamwork skills

Proficient in Microsoft Office (Excel, Word, Outlook)

Benefits

Healthcare

Life Insurance

Health Savings Accounts

Flexible Spending Accounts

Wellbeing

Company

Fenwick & West

Fenwick is a leading law firm, purpose-built to guide visionary tech and life sciences companies and their investors through every stage of growth, from startups securing their first round of funding to leading publicly traded global enterprises.

Founded in 1972

Silicon Valley, CA, US

501-1000 employees