CLIENT REPORTING SPECIALIST

McCarter & English, LLP; Washington (District of Columbia); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off (PTO)

Employee discounts

Job summary

McCarter & English, LLP seeks a Client Reporting Specialist who may be based in any office location. The role focuses on ensuring outside counsel guideline compliance and developing reports, dashboards, and insight tools for client teams. The ideal candidate has at least one year of quantitative, analytical experience and familiarity with litigation workflows.

Proficiency in Microsoft Office is required. Responsibilities include liaising with clients, reviewing time/cost entries, data gathering,

Qualifications

• Minimum of one full-time year of quantitative, analytical professional experience or equivalent internship.
• Fluency in legal dispute lifecycles and exposure to litigation workflows is preferred.
• Associate degree or equivalent years of relevant experience.
• Proficient in Microsoft Office with emphasis on Excel, Outlook and Word.

Responsibilities

• Liaise between the firm and clients to ensure adherence to outside counsel guidelines with a focus on financial and staffing reports and client requirements.
• Review time and cost entries to ensure client compliance prior to invoicing and coordinate with project managers and timekeepers to maintain compliance and efficiency.
• Support the management of engagements by gathering data, maintaining data integrity, and providing reports to clients and firm management.
• Assist in the development and use of reports and tools to facilitate data-based decision-making for clients and teams.
• Collaborate with clients, vendors, and colleagues to tailor report methodologies and tools.

Skills

Analytical experience

Excellent communication

Highly organized

Critical thinking

Willingness to challenge assumptions

Microsoft Excel

Education

Associate degree or equivalent

Tools

Power BI

SQL Server Reporting Services (SSRS)

3E e-billing platforms

Microsoft Office (Excel, Outlook, Word)

Job description

McCarter & English is seeking a Client Reporting Specialist who may be based in any of our office locations. The Client Reporting Specialist will work with a cross-functional team to facilitate exceptional legal services to clients across a number of practice areas. The core responsibility of this role is to work with client teams to ensure outside counsel guideline (OCG) billing compliance and develop, maintain, and distribute reports, dashboards, and other insight tools. The ideal candidate will have a minimum of one fulltime year of quantitative, analytical professional experience or equivalent cumulative part-time or internship experience, and fluency in legal dispute lifecycles, exposure to litigation deliverables, or experience with complex litigation workflows. The salary range for this position is $90,000 – $110,000 annually depending on experience. Candidates who receive an offer of employment will be processed through a background check which will be an individualized assessment based on the applicant’s or employee’s specific record and the duties and requirements of the specific job.

• Liaise between the firm and clients to ensure adherence to outside counsel guidelines with a focus on financial and staffing reports, status updates, and working with the other business professionals to meet client requirements.
• Review time and cost entries to ensure compliance with client requirements prior invoicing and coordinate with legal project managers, timekeepers, billing partners, and other firm colleagues to maintain compliance and operational efficiency.
• Work closely with client teams to support the efficient management of engagements by gathering data, maintaining data integrity, and providing reports and insights to clients, legal professionals, legal project managers, and firm management.
• Support the implementation, use, and further development of reports and insight tools to facilitate data-based decision-making for our clients and client teams.
• Collaborate with clients, vendors, and colleagues within the firm to develop report methodologies and tools tailored to specific needs.
• Facilitate a culture of continuous improvement through strong team interactions, being comfortable accepting and providing constructive feedback, and a personal commitment to quality, innovation, and follow through.
• 1+ year(s) of fulltime quantitative, analytical professional experience or equivalent cumulative part-time or internship experience.
• Proficient in Microsoft Office tools with a focus on Excel, Outlook, and Word.
• Highly organized.
• Exceptional written and verbal communication skills.
• Adept at issue resolution and working directly with a broad range of people in an office, customer service, or retail environment.
• Willing to challenge assumptions and propose alternative and bold solutions.
• Associate degree or equivalent years of relevant experience.
• Flexibility to work extended hours, including weekends and holidays.

Preferred qualifications

• Fluency in legal dispute lifecycles, exposure to litigation deliverables, or experience with complex litigation workflows.
• Knowledge of 3E, e-billing platforms, Power BI, SQL Server Reporting Services (SSRS), Smartsheet, and document management systems.
• A record of working with high profile client teams and clients handling large portfolios.
• The ability to define or identify which metrics drive change.

Benefits (if FTE requirements met):

• Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits.
• Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution.
• Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage.
• Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions.
• Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)

Additional Benefits:

• Free and confidential employee assistance program (EAP) and behavioral health services program
• Firm-paid back-up child/elder care, academic support and pet care program
• Tax-advantaged college savings 529 Plan
• Employee discounts through Working Advantage

Other Compensation:

• Eligibility for discretionary bonus.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

McCarter & English, LLP is an Equal Opportunity Employer.