- Professional
- Ufficio in Bristol
Purpose of the role:
Ensuring monthly processing of proformas and credit notes are completed within given deadlines; effective internal and external client query resolution to minimise lock up days; monitoring for inaccurate/missing file data and updating as necessary to ensure bills meet client requirements.
Key Responsibilities
- Responsible for the processing of proformas, matter management and query resolution of specific clusters / clients and have a clear understanding of working practices within these areas.
- Building strong working relationships with all levels of colleagues across the Group.
- Liaising with Partners, lawyers and Practice Managers to resolve queries, feedback suggested process improvements and escalate potential issues.
- Investigating errors on proformas to ensure overall compliance with client billing protocols, VAT charges and billing templates.
- Understanding client billing requirements – resolving and updating inaccurate / missing data on files as necessary.
- Preparing billing schedules and accompanying documentation, utilising reports via the Finance Self-Service Reporting Suite.
- Processing reversals and credit notes, tagging the reason for action taken so analysis can be used to target poor performance.
- Meeting SLA targets for billing and query resolution.
Skills, Knowledge and Expertise
- Experience in a billing environment, preferably in the law sector.
- High quality work with a focussed internal and external client service approach.
- Must be highly organised with the ability to effectively manage a constantly changing workload under pressure, meeting demanding processing targets and adhering to service standards.
- Able to work unsupervised and on own initiative with a pro-active and flexible approach.
- An ability to communicate effectively with internal and external clients.
- A good knowledge of Microsoft Office packages especially Excel and Word.
