Client Accounting Supervisor

3 days ago


Mountain View, California, United States MAP SSG Inc Full time
Job Description:

The Client Accounting Supervisor is a key role that involves overseeing the day-to-day billing and collections for a designated portfolio, as well as supervising assigned staff in a team-oriented environment. This position requires strong leadership skills to provide guidance and support to staff, while also serving as a role model and resource to the client accounting team.

Key Responsibilities:
  • Participate in hiring, training, and ensuring staff is knowledgeable on all billing, collections, and reporting systems.
  • Supervise assigned staff, assist with coordinating team assignments, evaluate job performance, provide ongoing coaching and mentoring, and prepare annual reviews.
  • Review and approve weekly timecards, overtime, and time-off requests.
  • Be the subject matter expert on policies, procedures, and best billing practices related to the designated practice support group.
  • Monitor productivity standards and direct staff in meeting departmental goals and objectives.
  • Monitor accounts receivable balances and uphold the firm's collection policies and procedures.
  • Accompany specialists to attorney meetings as needed.
  • Actively seek methods to enhance and maximize current financial systems and reports.
  • Initiate escalation processes with management/partners on slow-paying or non-responsive clients.
  • Minimize financial risk exposure on aged accounts and develop collection strategies.
  • Monitor Work in Process (WIP) and ensure all matters are billed and/or properly documented.
  • Assist with Prebill Manager training of partners and secretaries.
Portfolio Management Responsibilities:
  • Review client and matter setup for assigned portfolio to ensure adherence to engagement letters, billing guidelines, and system requirements.
  • Maintain accurate and concise client/matter billing instructions for assigned portfolio in Aderant and Client Engagement Terms Data Base (CET).
  • Produce, review, and distribute prebills on a monthly basis and as needed for review by attorneys for assigned portfolio.
  • Manage billing portfolio monthly by executing accurate and timely edits to produce client invoices.
  • Provide estimates to attorneys and clients as required for monthly accruals or closings for assigned portfolio.
  • Meet with assigned billing attorneys on a regular basis to discuss new clients and matters, aged WIP, and accounts receivable.
  • Establish and maintain regular client contact to follow up on aged billings, payments, and/or promise to pay arrangements.
  • Work with Cash Management Specialist to research and resolve misapplied payments and unapplied cash/trust balances.
  • Prepare write-off requests for assigned portfolio as necessary and ensure all proper approvals are received prior to processing accounts receivable write-offs.
  • Monitor Billing or AR hotline and/or support ARC team with time corrections.
Requirements:
  • Strong communication (written and verbal) and interpersonal skills.
  • Ability to handle complex accounts.
  • Ability to work independently and as a team, using judgment to assess various courses of action and their potential impact.
  • Demonstrated solid negotiation skills.
  • Strong analytical and troubleshooting skills.
  • Ability to independently organize and prioritize multiple tasks in a fast-paced and deadline-driven environment.
  • Strong attention to detail and ability to produce accurate work products.
  • Ability to adapt to changing work requirements and demands due to scaling business needs.
  • Strong general accounting knowledge and proficiency in using MS Office (Excel, Word, Outlook).

Reporting to the Client Accounting Manager, the ideal candidate will have 6+ years' experience in legal billing/accounting and 3 years' supervisory experience. Aderant Expert (previously CMS) experience desired and/or automated accounting systems required. Bachelor's Degree required.

The anticipated range for this position is: $104,000 - $155,750



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