Legal Billing Specialist

The Opportunity:

Legal Billing Specialist (Flexible Hybrid in SF Bay Area or Remote in CA)

The Billing Specialist supports the delivery of quality legal services to clients by performing all aspects of the firm's monthly billing process including special billing related projects and a broad range of requests, with a high level of analytical and problem-solving skills. Provides instruction and assists others in the use of the time and matter programs. Makes system updates of core billing information. Covers aspects of the Time and Billing Supervisors job in the supervisor's absence.

This position is based in San Francisco, CA but may be either fully remote (in CA) or a flexible hybrid position working remotely and in our SF office, as needed.

The Day-to-Day:

Invoice Preparation: Prepares client invoices as revised by attorneys and in accordance with client guidelines using the accounting software. Researches questions and discrepancies. Interfaces with attorneys and secretaries as necessary and works with Time and Billing Supervisor to resolve issues and ensure the necessary data updates are in place to proceed with bill preparation. Performs text edits, makes adjustments or write-offs of fees and costs, transfers time and costs, makes rate adjustments, updates address information. Prepares task-based and electronic bills, troubleshoots e-billing rejections, provides expense back-up, and makes manual adjustments to bill formats via Word as required.

Invoice Recording: Reviews and verifies pre-bill to invoice data and releases the approved pre-bills for posting. Verifies release output and posts final pre-bills to accounts receivable in accounting system. Mails paper client invoices and submits electronic formats for e-bill clients.

Collections and Accounts Receivable: Coordinates with AR/Collections team to ensure that trust payments are applied during the billing process for the appropriate clients, based on attorney instruction. Performs mass revision and reapplication of payments to prior bills based on client or attorney requests. Provides bill and payment information when needed.

Electronic Billing Set-up/Maintenance: Supports the Time and Billing Supervisor with client requested e-invoicing platform set-up and maintenance, including timekeeper and rate submittals and annual updates.

Special Billing Projects: Provides financial information for court fee petitions and prepares supporting exhibits of detailed time and expenses. Supports the Time and Billing Supervisor as needed with special research projects as requested by attorneys, secretaries and clients. Handles various billing projects as requested, including but not limited to updating existing and creating new bill invoice formats, creating new matter plans, creating billing instructions for new clients based on their outside counsel guidelines. Works with the Time and Billing Supervisor and the Financial Systems Administrative team when new reports are needed, including auditing those reports for accuracy.

Cost Recovery: Enters miscellaneous firm disbursements and computerized research charges to client matters using the Expert generic importer. Performs data entry of disbursements as necessary. Reviews cost recovery/disbursement output and posts charges. Maintains monthly disbursement files and electronic cost recovery archives.

Accounting Closing Activity: Assists with month-end tasks to ensure a prompt and accurate close and initiate the new billing cycle. Tasks include follow-up and resolution to outstanding pre-bills, including revised bill and internal bill projects, auditing expense upload errors, reviewing new pro bono/admin matters for appropriate set-up, and correcting time entry errors. Alerts timekeepers with time in pending/draft/error status, releases as necessary. Performs bulk time transfers. Revalues time entries as necessary. Posts all released time. Checks Expert log to ensure all disbursement imports have been entered and posted correctly. In the absence of the Time and Billing Supervisor, takes lead of the month-end closing processes.

Information Management: Performs updates to bills groups, matter plans, rate sets and data entry regarding routine client, matter and billing information, e.g. address information and bill instructions. Confirms and updates as necessary, rate information as represented on new matter intake paperwork. Submits rates via the various e-invoicing platforms for approval as needed during the monthly billing process. Supports Time and Billing Supervisor with annual rate update tasks as needed.

Reporting: Coordinates with billing attorneys in conjunction with client requested accrual reporting. Assists Time and Billing Supervisor as necessary in routine reporting processes, e.g. audit responses, outstanding bill lists and miscellaneous report requests.

Assists System Users: Answers questions and aids attorneys and staff regarding the use of the firms timekeeping and matter inquiry programs and other available information reports.

Requirements:

Experience:

The Billing Specialist must have a minimum five (5) years billing experience in a professional services firm, preferably a law firm.

Education:

High school diploma/GED required. Some college, accounting or business school desirable.

Knowledge, Skills and Abilities:

High level of knowledge regarding client billing and relevant accounting concepts and procedures.

Proficient in the use of MS Office Suite of software (Word, Outlook, and Excel), pdfs and windows-based accounting or finance software.

Familiarity with billing software (Aderant or Elite, and Prebill Viewer).

Accurate typing and data entry.

10-key by touch.

Strong reconciliation, research and problem-solving skills.

Excellent communication skills, both written and verbal; demonstrated understanding of correct grammar, spelling and punctuation.

Ability to work effectively within a team environment and to work proactively.

Strong time management skills and the ability to work under pressure in a fast-paced environment; ability to coordinate multiple tasks concurrently and meet deadlines.

Strong organizational skills, interpersonal skills, and attention to detail.

What We Provide:

Farella supports all the members of our Farella family in achieving both personal satisfaction and professional accomplishment. Farella provides competitive salary and excellent benefits including comprehensive, medical, dental, vision, generous PTO, educational reimbursement and charitable contribution matching. The annual base compensation range for this California position is expected to be between $85,000 and $102,000. Placement within the salary range depends upon a number of factors including years of experience and professional skills required for this role. Additional compensation may include a discretionary bonus, health and welfare benefits, PTO, leave, paid holidays and retirement plan benefits.

At Farella, we recognize that the contributions, individuality and diversity of all of our professionals are key to the firms success and meeting the needs of our clients. And like our clients, we value attributes such as enthusiasm, character, and high ethical standards. In fact, these are core qualities in all the individuals who come to work with usand in all those with whom you will work The longevity of those in all positions at the firm speaks to the warm, collegial, professional and rewarding environment at the firm. Farella has for many years been named one of the Best Places to Work in the Bay Area by the San Francisco Business Times / Silicon Valley Business Journal, and placed #1 in our size category for the last three years. We ranked the #4 Best Midsize Law Firm to Work For in the United States by Vault.

Who We Are:

Farella Braun + Martel is a leading Northern California law firm representing corporate and private clients in sophisticated business transactions and complex commercial, civil and criminal litigation. Clients seek our imaginative legal solutions and the dynamism and intellectual creativity of our lawyers. We are headquartered in San Francisco and maintain an office in the Napa Valley that is focused on the wine industry.

Commitment to Diversity, Equality + Inclusion

We strive to ensure that everyone working at Farella feels like they belong. To that end, our recruiting, retention and practice development programs welcome, support and promote the interests of women, families and people of all ethnicities and sexual orientations. At Farella, we are committed to diversity, both as an ethical ideal and as a business imperative.

Recognition

Farella has received industry and peer recognition equal to any firm in the country. Our attorneys include fellows of the American College of Trial Lawyers, American College of Appellate Lawyers, American College of Environmental Lawyers, American College of Coverage Counsel, College of Labor & Employment Lawyers, and American College of Investment Counsel. Farella has been named among Law360s California Powerhouses, featured on the National Law Journals Midsize Hot List.

Green Business

In 2006, Farella was the first major law firm in San Francisco to obtain certification as a green business by the San Francisco Green Business Program, recognizing the firm for meeting the programs stringent environmental standards. We received our fourth Green Business certification in 2020.

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To Apply: Please apply by sending your resume and cover letter to careers@fbm.com.

Farella is an Equal Opportunity Employer