Revenue Assistant
Department: Business Services - Finance
Employment Type: Fixed Term Contract
Location: Bristol
Description
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 lift 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.
Additional Information
As a Disability Confident Scheme employer, we’re committed to providing an inclusive and accessible recruitment process. If you need any reasonable adjustments at any stage (including the application, assessment or interview process), please contact recruitment@dacbeachcroft.com in confidence with the vacancy reference in the subject line, and we’ll be happy to help.
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