Financial Services Billing Operations Specialist
2 days ago
Consultative Search Group, a global leader in professional services recruitment, is seeking an experienced Financial Services Billing Operations Specialist to join their dynamic team.
About the RoleThis is an excellent opportunity for a skilled professional with a strong background in financial services billing operations to take on a challenging and rewarding role. As a key member of the team, you will be responsible for coordinating the activities of the billing process, performing complex billing duties, and acting as a liaison between billing attorneys, attorney support assistants, legal attorneys, and/or organizations (customers), and the billing staff.
You will work closely with the team to ensure that all tasks and duties are completed within the firm's set guidelines and policies, protecting and maintaining highly sensitive, confidential, privileged, financial, and/or proprietary information. Your expertise in general accounting practices, including billing processes and practices, will be crucial in ensuring the smooth operation of the billing department.
Responsibilities- Preparing and analyzing complex client billing
- Communicating with customers to ensure their requests from the billing staff are being met; updating customers on the status of tasks and/or projects
- Providing accurate and timely completion of assignments and inquiry responses
- Generating and reviewing proformas from 3E (pre-existing or generating new charges)
- Tracking delivery of client invoices and matter statuses
- A high school diploma or equivalent
- A bachelor's degree in Accounting or a related field, preferably
- A minimum of three (3) years of experience in general accounting practices, including a minimum of two (2) years of experience with billing processes and practices
- Prior experience with professional services billing operations system, preferably
We offer a competitive salary range of $70,000 - $90,000 per year, based on experience, and a comprehensive benefits package, including:
- Healthcare, life, and disability insurance
- A generous 401(k) plan
- At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure
- Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more)
- Professional Development programs
- Employee discounts
Please note that this estimate is based on the location and requirements of the role. We value our employees and strive to provide a fair compensation package.
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