Rates Analyst

Jobtailor; Philadelphia (Philadelphia County); On-site; USD 110,000 - 150,000; Full time

Job summary

Jobtailor in Philadelphia seeks an experienced Billing Rates Manager to lead client-specific rate strategies and AFAs, ensuring compliance with guidelines and contractual terms. You will act as the go-to expert for rate inquiries and audit support, while mentoring junior staff and collaborating with IT/Finance to improve reporting and automation.

The role requires 5+ years in billing/financial analysis (law firm or professional services), strong Excel (Pivot, Lookups, Power Query) skills, and

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field required.
• 5+ years of experience in billing, pricing, or financial analysis, preferably in a law firm or professional services environment.
• Experience with Aderant strongly preferred.
• Expert-level Excel skills (pivot tables, lookups, Power Query, etc.); experience with data visualization tools is a plus.
• Strong analytical, problem-solving, and project management skills.
• Excellent communication and interpersonal skills, with the ability to interact effectively with stakeholders at all levels.
• Proven ability to manage multiple priorities and lead initiatives in a fast-paced, deadline-driven environment.
• Experience with client eBilling platforms and LEDES formats is a plus.
• Working knowledge of SQL or other data analysis tools a plus.

Responsibilities

• Lead the maintenance of client-specific billing rates and AFAs in the firm’s financial systems (e.g., Aderant)
• Serve as a subject matter expert and primary point of contact for rate-related inquiries from attorneys, billing staff, and firm leadership
• Monitor compliance with client billing guidelines and contractual terms, proactively identifying and resolving discrepancies
• Support internal and external audits related to billing rates and fee arrangements
• Mentor and provide guidance to junior team members on rate management best practices and system usage
• Collaborate with IT and Finance teams to enhance rate-related reporting and automation

Skills

Aderant experience

Excel expert

Billing rate management

Financial analysis

LEDES formats

Client eBilling platforms

Power Query

SQL

Data visualization

Project management

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

Aderant

Excel

Power Query

EBilling platforms

SQL

Job description

• Lead the maintenance of client-specific billing rates and alternative fee arrangements (AFAs) in the firm’s financial systems (e.g., Aderant)
• Serve as a subject matter expert and primary point of contact for rate-related inquiries from attorneys, billing staff, and firm leadership
• Monitor compliance with client billing guidelines and contractual terms, proactively identifying and resolving discrepancies
• Support internal and external audits related to billing rates and fee arrangements
• Mentor and provide guidance to junior team members on rate management best practices and system usage
• Collaborate with IT and Finance teams to enhance rate-related reporting and automation

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field required
• 5+ years of experience in billing, pricing, or financial analysis, preferably in a law firm or professional services environment
• Experience with Aderant strongly preferred
• Expert-level Excel skills (pivot tables, lookups, Power Query, etc.); experience with data visualization tools is a plus
• Strong analytical, problem-solving, and project management skills
• Excellent communication and interpersonal skills, with the ability to interact effectively with stakeholders at all levels
• Proven ability to manage multiple priorities and lead initiatives in a fast-paced, deadline-driven environment
• Experience with client eBilling platforms and LEDES formats is a plus
• Working knowledge of SQL or other data analysis tools a plus

Core Competencies

Demonstrates expertise in billing rate management, compliance monitoring, and financial analysis within a professional services environment. Proficient in utilizing Aderant and advanced Excel skills to enhance reporting and automation while mentoring junior team members.

Highest-signal resume keywords

• Aderant Experience
• Expert-Level Excel Skills
• Billing Rate Management
• Financial Analysis
• Client eBilling Platforms

ATS Optimization Keywords

Hard Skills

• Billing Rate Management
• Financial Analysis
• Data Visualization
• SQL
• Project Management

Soft Skills

• Analytical Skills
• Problem-Solving Skills
• Communication Skills
• Interpersonal Skills
• Mentoring

Industry Keywords

• Law Firm
• Professional Services
• Alternative Fee Arrangements
• LEDES Formats
• Client Billing Guidelines

Tools & Technologies

• Aderant
• Excel
• EBilling Platforms
• Power Query