Matter Budget Specialist

Shook, Hardy & Bacon LLP; Kansas City (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Retirement plan

Paid time off

Job summary

Shook, Hardy & Bacon LLP in Kansas City seeks a Budget Analyst to prepare and submit matter budgets using client templates and approved inputs. You will compile fee, cost, rate, and staffing data from accounting sources and verify template calculations for timely submissions.

The role requires advanced Excel and 2–3 years of accounting/finance experience, with strong communication and coordination skills to work with partners, practice managers, and data analysts.

Qualifications

• Associate's degree (A.A.) or equivalent from two-year college or technical school; and minimum of two to three years related experience and/or training within the accounting/finance function.
• Must have advanced Excel spreadsheet experience.

Responsibilities

• Prepare and update matter budgets using client templates and approved inputs.
• Compile fee, cost, rate, and staffing data from accounting sources.
• Verify template calculations and prepare budgets for submission.
• Coordinate with financial reporting to obtain complete data for budgets.
• Maintain records of submitted budgets and revisions.
• Track budget requests and deadlines with practice managers.
• Communicate budget status clearly to team members.

Skills

Advanced Excel

Budgeting

Data analysis

Communication

Cross-functional coordination

Education

Associate's degree

Tools

e-billing systems

Accounting templates

Job description

Responsible for preparing and updating matter budgets using standard and client-specific templates in support of accurate and timely budget submissions. Compiles fee, cost, rate, and staffing data from accounting data sources, prepares draft budgets ready for review, revises inputs and assumptions as directed, enters approved budgets into various accounting templates and formats files ready for submission through client e-billing systems.

Prepares and submits standard and client-specific matter budgets using historical hours, rates, fees, and costs, incorporating scope, staffing, rates, timing, and other assumptions provided or approved by partners and practice managers.
Uses Microsoft Excel and other department software to compile and organize fee, cost, rate, and staffing data for standard and client-specific budget templates, and verifies template calculations, staffing assumptions, phase and task code allocations, and client-required fields as provided by partners and practice managers before submission.
Coordinates with financial reporting and data analysts to define data requirements and obtain accurate, complete, and timely standard or customized datasets for matter budget preparation.
Reviews client billing guidelines, prior submissions, and required client-specific budget templates to confirm that each budget complies with current formatting, content, and submission requirements.
Maintains complete and current records of submitted and approved budgets, supporting documentation, and revisions in designated tracking systems.
Tracks assigned matter budget requests including responsible practice manager, client submission deadlines, completion status, and follows up on outstanding items with practice managers as necessary.
Maintains current matter budgeting procedures, template instructions, and related reference materials, and notifies supervisor of recurring data issues.
Communicates budget status, outstanding information needs and submission deadlines clearly and professionally to team members and practice managers while maintaining effective working relationships.

Requirements

Associate's degree (A.A.) or equivalent from two-year college or technical school; and minimum of two to three years related experience and/or training within the accounting/finance function; or equivalent combination of education and experience.
Must have advanced Excel spreadsheet experience.

Benefits Statement

Shook, Hardy & Bacon provides a competitive salary and comprehensive salary and benefits package for professional staff which includes medical, dental, vision, disability and life insurance, retirement plan with a generous contribution plan, and paid time off.

Salary Statement

The expected salary range for this position may vary based upon several factors including, but not limited to, relevant skills/experience, time in role, base salary of internal peers, prior performance, area of expertise, and geographic/office location.

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