Billing Specialist (Law Firm or Accounting/ Financial Services Experience)

Job Summary:
We are seeking a detail-oriented and proactive Billing Specialist with experience in law firms, accounting, or financial services. This role is responsible for managing the billing process, ensuring accuracy in financial transactions, and supporting the finance team with additional tasks such as financial reporting and account reconciliation. The ideal candidate will have excellent organizational and communication skills, along with proficiency in legal or financial billing systems.

Responsibilities:

• Billing Operations:
• Prepare, review, and distribute accurate client invoices in a timely manner.
• Collaborate with attorneys, staff, and clients to address and resolve billing inquiries or discrepancies.
• Manage billing deadlines, ensuring compliance with client-specific billing requirements.
• Monitor and follow up on accounts receivable to facilitate timely payments.
• Financial Reporting:
• Assist with preparing monthly, quarterly, and annual financial reports for management.
• Generate detailed billing and revenue reports for analysis and forecasting purposes.
• Maintain financial data accuracy in accounting and billing systems.
• Account Reconciliation:
• Reconcile client accounts to ensure all payments and adjustments are properly recorded.
• Identify and resolve discrepancies between financial records and client accounts.
• Perform regular audits of billing and financial records to ensure compliance.
• General Finance Support:
• Support the finance team with bookkeeping tasks and data entry as needed.
• Assist with the implementation of new billing software or process improvements.
• Provide backup for other finance roles during periods of high volume or absence.