Financial Portfolio Manager

4 weeks ago

Palo Alto, California, United States Wilson Sonsini Full time

Wilson Sonsini is a leading law firm that provides expert legal services to technology, life sciences, and other growth enterprises worldwide. We represent companies at every stage of development, from start-ups to global corporations, as well as the venture firms, private equity firms, and investment banks that finance and advise them. Our broad spectrum of practices and entrepreneurial spirit allow our staff exceptional opportunities for professional achievement and career growth.

This position will be responsible for managing client account portfolios and will interface extensively with our clients, our partnership, and firm senior management. The ideal candidate will have a strong background in financial analysis, billing, and collections, as well as excellent communication and problem-solving skills.

Responsibilities:
  • Manage revenue of accounts portfolio across billing, ebilling, collections, accruals / budgeting, and client service and attorney team engagement
  • Research, identify, and take necessary steps to resolve obstacles to prompt, high-quality billing that is compliant with client billing guidelines, and to reduce the length of revenue cycle for target accounts
  • Negotiate special payment arrangements and timely follow-up according to established schedule in line with the Financial Policies of the Firm
  • Provide commercial analysis, insight, and advice to attorney teams and assigned partners regarding client service and financial performance in terms of client revenue and realization
  • Contribute to the efforts to improve the overall performance and service level of the revenue team via leading pilot program for 'end-to-end' client account management within the Finance organization
Qualifications:
  • Bachelor's degree required
  • Minimum of 8 years experience in high volume/dollar, automated, law firm finance role, including billing or collections
  • Knowledge and understanding of financial policies and procedures and use of both accounting and collections software systems
  • Ability to perform complex financial analysis
  • Ability to interact with all levels of personnel and interact and function as part of a team
  • Ability to meet strict deadlines and handle multiple competing priorities simultaneously
  • Strong problem-solving abilities
  • Strong analytical and negotiations skills
  • Excellent verbal and written communication skills
  • Must be client service focused
  • Experience with Aderant or other legal finance software required
  • Proficient in Excel and Word

The primary location for this job posting is in Palo Alto, but other locations may be listed. The actual base pay offered will depend upon a variety of factors, including but not limited to the selected candidate's qualifications, years of relevant experience, level of education, professional certifications and licenses, and work location. The anticipated pay range for this position is as follows:

San Francisco and Silicon Valley: $102,000 - $138,000 per year

Austin, Boston, Boulder, District of Columbia, Los Angeles, New York, San Diego, Seattle, and Wilmington: $91,800 - $124,200 per year

Salt Lake City and all other locations: $81,600 - $110,400 per year

The compensation for this position may include a discretionary year-end merit bonus based on performance. We offer a highly competitive salary and benefits package.

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