Perkins Coie · 5 hours ago
Financial Specialist
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$89K/yr - $132K/yr
5+ years expPerkins Coie is a leading law firm seeking a Financial Specialist to serve as the primary contact for partners and clients regarding financial operations. The role involves overseeing financial performance, advising on best practices, and collaborating with various teams to ensure efficient delivery of financial services.
Information TechnologyInsuranceIntellectual PropertyLegalReal Estate
Responsibilities
Ensure Outside Counsel Guidelines requirements are communicated to legal teams; coordinate with client teams as required
Assist and advise regarding utilizing client knowledge on client rate change processes, including coordination of rate changes with internal teams to ensure proper system setup and submission to clients
Engage in client-appropriate proforma review and submittal process to ensure all WIP is billed timely, including tracking, performing follow-up, and proactively addressing issues
Regularly review time entries for compliance with firm and client guidelines and provide outreach to timekeepers to provide guidance; lead training for new timekeepers on designated clients, as required
Communicate special billing instructions to timekeepers and billing team as needed as part of proforma review process (including alternative fee arrangements, deal closings, etc.) and investigate issues as needed
Confirm invoices are posted and delivered to clients timely
Work with E-Billing to resolve blockers and/or rejections
Monitor, maintain, and follow up with lawyers and clients on monthly and quarterly billing budgets
Monitor accounts receivable, and work with collections team as needed to follow up on aged invoices
Confirm cash receipts application instructions and advise regarding applications of payments or reversals as necessary, manage unallocated balances and trust accounts, and understand the requirements and restrictions of each
Provide client financial reporting to client leads and/or clients as needed, and understand the restrictions upon that reporting
Provide additional client-facing reports and updates as needed
Interface with clients directly to address questions or concerns, engage in any related fact-finding, and advise regarding resolution of client concerns to client, partner, or timekeeper as needed
Perform other duties as assigned
Be available to assist assigned lawyers or clients after hours and on weekends, as needed
Qualification
Required
Ability to express self effectively, both orally and in writing
Familiarity with accounting terminology and concepts, and ability to understand a ledger
Proficiency with MS Office
Above average problem-solving and systems-thinking skills
A personable, welcoming, and approachable manner
Ability to analyze and organize work for maximum efficiency
Strong eye for detail and critical-thinking skills
Ability to present well on the phone and in video conference calls
Ability to work in a client-centric, deadline-driven environment
Five years of professional services or accounting experience required
Four-year undergraduate degree or equivalent preferred
Preferred
Familiarity with Elite 3E, Proforma Tracker, or other digital pre-bill platforms relevant to the legal industry, and IntApp Intake or other standard new business intake platforms relevant to the legal industry
Benefits
Great health insurance
Tuition reimbursement
Paid sabbaticals
Annual discretionary bonus
401(k) plan
Medical, dental, and vision insurance
Accrued paid time off plan starting at 20 days annually
Personal medical and parental leave
Up to 10 paid holidays
Family care benefits
Company
Perkins Coie
Perkins Coie is a law firm that specializes on corporate law, litigation, and real estate law.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-11-17Acquired
Leadership Team
David Delafield
CFO
Roger Wilkes
COO
Recent News
2026-01-22
2026-01-09
bloomberglaw.com
2026-01-03
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