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Sidley Austin LLP · 17 hours ago

Financial Terms Management Analyst

San Francisco, CA

Full-time

Hybrid

Entry, Mid Level

$77K/yr - $94K/yr

2+ years exp

Sidley Austin LLP is a professional services firm specializing in legal operations, and they are seeking a Financial Terms Management Analyst to ensure accurate capture and maintenance of financial terms throughout the client-matter lifecycle. The role involves collaboration with various teams to validate, implement, and maintain financial terms while supporting compliance and process improvement initiatives.

AdviceConsultingFinanceFinancial ServicesLegal

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

Partners with the Conflicts and New Business team to review and validate financial terms for both new and existing clients during the intake process. Ensures all terms align with client agreements and firm policies

Review and validate financial terms during the new business intake process to ensure completeness and accuracy

Verify that terms submitted through the New Business Form align with supporting documents, existing client agreements, and internal revenue policies

Correct and update financial-term entries in the New Business Form as needed

Collaborate with the Conflicts and New Business team to identify clients and matters requiring further review, approval, or escalation

Ensure intake information and finalized client financial terms are clearly documented and communicated so the Implementation sub-team can accurately configure them in the firm’s financial systems

Responsible for accurately setting up, maintaining, and communicating financial terms in the firm’s financial systems

Analyze financial terms and configure them in 3E, ensuring accuracy, policy compliance, and alignment with client agreements

Perform quality checks to verify that implemented terms are complete and consistent with intake data

Clearly document and communicate finalized financial terms to Billing and other revenue teams, including providing guidance on executing complex arrangements

Implement timekeeper billing rates for new and existing timekeepers, including ad-hoc and annual rate updates

Monitor and maintain client volume discount arrangements, ensuring accurate calculation, tracking, and reporting

Interprets and applies client-originated guidelines to ensure firmwide adherence and consistency. Supports dispute resolution and develops compliance education and prevention tools

Review financial sections of client-originated guidelines or agreements, coordinating with the Contracts and Compliance team to ensure proper integration into firm practices

Investigate invoice disputes, identify root causes, and coordinate corrective actions with Billing, eBilling, and Accounts Receivable teams

Oversee contractors responsible for reviewing time entry narratives for compliance with client and firm requirements

Develop training materials, tools, and guidance for timekeepers and partners to promote compliance awareness

Identify trends and collaborate with other Financial Terms Management teams to implement preventative solutions and improve processes

Supports continuous improvement efforts and strategic initiatives across all Financial Terms Management sub-teams

Support team leadership in identifying and evaluating process improvements and automation opportunities by providing observations, feedback, and relevant data from daily activities

Assist team leadership with the documentation of current workflows, procedures, and training materials to inform process reviews and updates

Provide input and logistical support to team leadership on special projects focused on technology enhancements, process improvements, and workflow optimization

Provide general support to assist the team with other business process activities and priorities as needed

Qualification

Analytical experienceMicrosoft Office Suite3EBachelor's degreeIntappSharepointSmartsheetsNetDocsJudgmentManage multiple projectsOrganizational skillsAttention to detailInterpersonal communicationProblem-solving skillsConfidentialityWork under pressure

Required

Bachelor's degree

A minimum of 2 years of analytical experience

Advanced capability and knowledge of Microsoft Office Suite, specifically Excel and Word

Strong organizational skills

Strong attention to detail

Good judgment

Strong interpersonal communication skills

Strong analytical and problem-solving skills

Able to work harmoniously and effectively with others

Able to preserve confidentiality and exercise discretion

Able to work under pressure

Able to manage multiple projects with competing deadlines and priorities

Preferred

Bachelor's degree in accounting, finance, technology or similar field

Experience with 3E, Intapp, Sharepoint, Smartsheets, NetDocs

Benefits

Bonus eligibility

A comprehensive benefits program

Company

Sidley Austin LLP

Glassdoor4.1

Sidley is an elite global law firm.

Founded in 1866

Chicago, Illinois, USA

1001-5000 employees

http://www.sidley.com

H1B Sponsorship

Sidley Austin LLP has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2025 (51)

2024 (36)

2023 (17)

2022 (33)

2021 (20)

2020 (23)