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Billing Specialist

Madison-Davis

Palo Alto, CA

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JOB DETAILS
SKILLS
Accounting Close, Accounts Receivable, Analysis Skills, Attorney, Billing, Billing Records, Credit and Collections, Cross-Functional, Documentation, Finance, Financial Reporting, Identify Issues, Internal Audit, Leadership, Organizational Skills, Process Improvement, Reconciliation, Record Keeping, Reporting Skills, Support Documentation, System Test, Test Plan/Schedule, Time Management
LOCATION
Palo Alto, CA
POSTED
1 day ago
  • Manage a high-volume attorney billing workload, ensuring invoices are completed accurately and within established deadlines.
  • Review, revise, and finalize draft invoices based on feedback from attorneys and administrative staff.
  • Apply retainers, trust balances, and account credits in accordance with firm procedures and attorney instructions.
  • Process billing adjustments, including write-offs and other modifications, following internal policies.
  • Prepare complex client invoices involving split billing arrangements, multiple discounts, and electronic billing requirements.
  • Submit invoices through electronic billing platforms and troubleshoot submission errors or client billing issues as needed.
  • Validate billing support documentation to ensure completeness and accuracy before invoice distribution.
  • Research and resolve billing discrepancies, invoice questions, and client inquiries in a timely manner.
  • Produce billing reports, schedules, and analytical summaries to support attorneys and Finance leadership.
  • Act as a primary point of contact for billing-related matters among attorneys, administrative staff, clients, and Finance.
  • Prepare recurring financial and billing reports for Partners and management, including commentary and supporting analysis.
  • Participate in meetings with attorneys and leadership to discuss unbilled work, client account balances, and electronic billing activity.
  • Partner with Accounts Receivable and Collections teams to address outstanding invoices, payment issues, and credit balances.
  • Provide cross-functional support and backup coverage for other members of the billing team.
  • Maintain organized billing records and ensure documentation complies with internal controls and audit requirements.
  • Assist with process improvements, billing system enhancements, testing initiatives, and other departmental projects.
  • Support monthly and annual financial close activities related to client billing.
  • Perform additional responsibilities and special projects as assigned

About the Company

M

Madison-Davis

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