- Location
- Mexico City
- Workplace
- Onsite
- Type
- Full-time
- Department
- Finance
- Source
- Workday
Description
The Billing & Collections Specialist is responsible for the accurate and efficient preparation of invoices for various Billing Attorneys. This position will interact with all levels of attorneys, client’s and staff to effectively drive the collection process. The candidate will assist with collections, AR analysis, ebill invoice rejections, invoice resubmissions, Credit/Retainers refunds, client calls as needed. Candidate should also be flexible to work overtime as needed.
Duties & Responsibilities:
• Assists with collection and analysis functions for clients in the region
• Responsible for accounting functions including but not limited to accounts receivable and billing
• Proactively and efficiently communicates accounts receivable information to office and firm management
• Processes client bills using Pre-bill Viewer and Aderant software
• Submits electronic client invoices and accruals via various e-billing websites
• Researches and responds to accounting and billing questions; communicates with clients as needed
• Reviews and edits pre-bills in response to requests from attorneys and legal support specialists
• Processes a high volume of complex bills
• Reviews and verifies accuracy of billing documentation
• Reviews client matter documentation: implementation of EL financial arrangements where required
• Analyzes client balances and client ledgers (payments and applications)
• Application and re-application of deposits, retainers, unapplied cash
• Assists with client refunds
• Reviews client AR balances and collection communication with the Billing Attorney/Business Director/Revenue Director
• Assists with the distribution of various reports/documents to the Attorney’s during the mid-year and end of year clean-up and Collection Drive
• Enters and maintains collection notes into our Dashboard/Aderant Collection system
• Assists with our yearly Internal Audit (researches credits and initiates any refunds, updates the collection notes, etc.)
• Assists with other special projects, ad hoc reports, and activities as needed, and performs additional duties as assigned
Skills & Competencies:
• Excellent interpersonal and communication skills (oral and written), professional demeanor, and presentation, including active listening and ability to convey information clearly
• Ability to prioritize workload and adapt to a fast-paced, high-pressure environment to meet strict deadlines to achieve business goals and objectives
• Highly motivated, self-starter who can work well under minimal supervision, as well as take a proactive approach in being team-oriented
• High attention to detail, outstanding organizational skills, and the ability to manage time effectively
• Analytical with strong problem-solving skills, takes initiative and uses good judgment, excellent follow-up skills
• Proactive in identifying accounting issues and providing solutions
Qualifications & Prior Experience:
• Bachelor’s Degree or equivalent experience in Accounting, Finance, or related field preferred
• Three or more years prior experience as a Biller within a law firm
• Aderant software, Concur, Prebill Viewer, and Ebilling Hub experience helpful; collection experience a plus
• Proficiency with Windows-based software, strong Excel preferred
• Exceptional computer skills with the ability to learn new software applications quickly