Finance: Analyst, Billing Compliance – Remote or Hybrid (Must be Local to NYC or Boston)
Location: New York City, New York
Employment Type: Full Time
Our client is seeking an Analyst, Billing Compliance to support firmwide billing accuracy, compliance, and process improvement initiatives. This role plays a critical part in ensuring client billing requirements are met while maintaining strong internal controls and cross‑functional coordination.
Key Responsibilities
- Ensure all firmwide bills are processed accurately, timely, and in compliance with client billing guidelines and internal firm procedures
- Review and audit all new and existing matters to confirm compliance with firm requirements using appropriate billing system matter codes
- Coordinate with Conflicts, Terms, Pricing, eBilling, Timekeeping, and Collections teams to ensure matters are opened and maintained in compliance with client and firm standards
- Support process improvements within Intapp Open and Intapp Time
- Lead and support projects focused on matter maintenance, billing compliance, and OCG compliance audits
- Communicate securely with billing attorneys and client service staff regarding adherence to client billing requirements
- Respond to billing‑related inquiries from attorneys, clients, and internal teams; prepare and deliver billing reports as requested
- Partner with Financial Services to support billing system updates and upgrade initiatives
- Handle additional billing compliance and finance‑related projects as assigned
- Advanced proficiency with legal accounting and billing systems, including Elite
- Advanced proficiency with document management systems (e.g., WorkSite, FileSite, DeskSite, Equitrac)
- Advanced proficiency in Microsoft Office Suite
- Advanced proficiency with financial forecasting tools (e.g., targetCash)
- Strong understanding of accounting principles and practices, particularly within a legal environment
Qualifications
- Bachelor's degree in Business Administration, Accounting, or Finance (preferred)
- 5+ years of financial systems experience (required)
- 5+ years of general accounting experience (required)
- 5+ years of legal billing experience (required)
Skills and Certifications
- 5+ years of legal billing experience (required)
- 5+ years of general accounting experience (required)
- 5+ years of financial systems experience (required)
- Advanced proficiency with legal accounting and billing systems, including Elite
- Advanced proficiency with document management systems
- Advanced proficiency in Microsoft Office Suite
- Advanced proficiency with financial forecasting tools (e.g., targetCash)
- Strong understanding of accounting principles and practices, particularly within a legal environment