Billing Specialist

The Phoenix Group; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

A leading advisory firm in New York is seeking a billing coordinator to manage the billing cycle for attorneys. In this role, you will provide critical support in invoice preparation, client inquiries, and financial arrangements while ensuring compliance with billing terms. Ideal candidates will have strong analytical skills and a proficiency in Microsoft Office, particularly Excel, as well as a good understanding of accounting principles. Prior law firm experience is a plus.

Qualifications

• Proficiency in Microsoft Office, especially Excel.
• Prior experience with full-cycle billing.
• General understanding of accounting principles.

Responsibilities

• Manage the full billing cycle for attorneys.
• Serve as point of contact for billing inquiries.
• Maintain client and matter information in accounting system.

Skills

Proficiency in Microsoft Office

Strong Excel skills

Analytical skills

Tools

iManage

3E and electronic billing platforms

Job description

Responsibilities

• Manage the full billing cycle for assigned attorneys, including invoice preparation, processing, distribution, and submission.
• Serve as a primary point of contact for billing inquiries, providing timely analysis, adjustments, and issue resolution for attorneys, clients, and internal staff.
• Maintain and update client and matter information within the accounting system.
• Research historical and current billing activity as needed.
• Enter and maintain financial arrangements, including special fee and cost structures.
• Review and summarize engagement letters to ensure compliance with agreed billing terms.
• Submit electronic invoices and prepare monthly billing records for electronic archiving.
• Provide guidance and training to new billing attorneys, as needed.
• Perform additional duties as assigned.

Required Qualifications

• Proficiency in Microsoft Office (particularly Excel), iManage, and other firm applications following orientation.
• Strong Excel and analytical skills.
• Prior experience with full-cycle billing and assigned attorney portfolios.
• General understanding of accounting principles.
• Flexibility to work overtime when required.

Preferred Qualifications

• 2+ years of relevant billing experience, including billing rates and client maintenance.
• Prior law firm experience.
• Experience with 3E and electronic billing platforms.

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.