Job Overview
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 escalates 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.
Qualifications
* 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.
Department
Business Services - Finance
Location
Bristol
Equal Opportunity
As a Disability Confident Scheme employer, we’re committed to providing an inclusive and accessible recruitment process.
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