Job Description

You will assist with managing the Work in Progress of the firm, requiring regular contact with partners, the actioning or delegating of tasks arising from WIP meetings and assisting with the billing process. The candidate will be part of the billing team and will be expected to work closely with partners and associates.

• Conduct regular meetings with Partners to ascertain when transactions will complete, the levels of fees expected, and the anticipated bill date and any specific billing requirements.
• Actioning or delegating requests resulting from partner meetings or returned WIP reports e.g. transferring WIP between files, arranging write-offs and file closures, providing paperless pro-forma billing guides.
• Update I4G with relevant WIP notes following partner meetings for subsequent review & follow-up.
• Preparing monthly reports on departmental WIP balances.
• Distribute WIP Reports to partners when required.
• Assist with billing at month end and on an ad-hoc basis.
• Assist with e-billing of specific clients where required. Ensure correct procedures are followed so that invoices are accepted via e-billing.
• Liaising with the relevant credit controller where necessary to provide updates on client / matter billing and debtor collection issues.
• Review current working processes & procedures and suggest improvements where required.
• Comply with the firm's policies and effectively manage the WIP risks to the firm.

Required Knowledge, Skills, and Abilities

• Elite or Aderant knowledge would be advantageous but not essential.
• Good knowledge and understanding of Work in Progress management and billing procedures.
• Confident in conducting partner meetings to review WIP balances and following up with partners on outstanding issues.
• Working knowledge of SAR and VAT rules.
• Highly visible with a flexible, positive approach and proactive manner.
• Previous legal finance experience necessary.
• Intermediate Excel knowledge required.
• Ability to priorities and manage workload.
• Good attention to detail.
• A team player with a flexible and willing attitude.