The Billing Specialist is responsible for ensuring accurate, timely, and compliant billing and collections processes. This role oversees client balances, trust accounts, and accounts receivable while leading a billing team, improving processes, and collaborating closely with Accounting and Finance.
Key Responsibilities
Billing & Collections Oversight
- Ensure billing, invoicing, and collections processes are accurate and completed on time.
- Monitor installment agreements and ensure trust fund availability is reported and applied correctly.
- Reduce past-due accounts and improve recovery of outstanding balances.
Financial Oversight
- Manage and maintain accurate client balances, including case balances, accounts receivable, and trust funds.
- Oversee reconciliation of client balances with financial statements and verify bank deposits in collaboration with Accounting.
- Maintain precise records and ensure compliance with internal controls.
Reporting & Analysis
- Compile, analyze, and present monthly financial and collections reports
- Track billing and collections metrics to identify trends and improvement opportunities
Process Improvement & Compliance
- Design, implement, and document billing and collections procedures to improve efficiency and accuracy.
- Ensure the team follows established policies and meets regulatory and firm standards.
Qualifications
Education & Experience
- High school diploma or equivalent required.
- Minimum 1+ years of experience in accounts receivable, billing, or collections.
- Experience in a law firm or legal environment (a plus)
Technical Skills
- Strong knowledge of accounts receivable, billing cycles, and collections strategies.
- Proficiency with billing software and Microsoft Office Suite (especially Excel for reporting and analysis).
- High attention to detail and accuracy in financial record-keeping.
Soft Skills
- Excellent communication and interpersonal skills.
- Strong probl