Vela Wood PC Billing Analyst Dallas, TX · Full time

Critical role preparing and reviewing invoices and interacting with firm clients

Description

Vela Wood is a boutique corporate law firm with a local feel and a global impact. We focus our practice in the areas of Sports and Gaming Law, Venture Transactions, M&A, Private Equity, and Fund Representation. We provide a full suite of services to our clients, with an emphasis on relationships, not time.

 

We have a great opportunity for someone to join our

team in the Dallas office as a Billing Analyst. This is a fast-paced and varied role for someone with a knack for numbers and who is highly organized/shows attention to detail.


The Billing Analyst is responsible for monthly bill reviews, drafting and issuing invoices, fielding client billing emails, maintaining finance tracking sheets, payment applications, and collection efforts. Additional tasks may be assigned as it pertains to monthly invoicing and collections.


 The key responsibilities of this role include:

  • Review bank accounts and maintain daily spreadsheets/records
  • Management Sheet
  • Check Tracking Sheet
  • Trust Reconciliation
  • Application of invoice payments
  • Maintain Split Fee calculations for all contracted resources
  • Monthly review of attorney and staff’s recorded activity in preparation of issuing invoices
  • Send communications to billing channel with expectation dates for monthly invoices
  • Track monthly review notes submitted by Partners
  • Monthly bill prep
  • Review billing notes to pull applicable notes & update status’
  • Bill flat fees at project completion
  • Review budgeted projects to ensure we are within proper range
  • Flag for Partner review when needed
  • Issue monthly invoices
  • Ensure employee time is properly recorded
  1. assigned to a matter
  2. proper resource is selected
  3. last minute adjustments not caught by previous reviews
  • Apply discounts from billing notes & Partner review notes
  • Make adjustments as requested by Partners
  • Track discounts provided
  • Draft invoices for approval
  • Respond to client emails pertaining to billing inquiries
  • Create closing invoices or summary invoices upon request
  • Create client breakdowns or matter summaries upon request
  • Create monthly collection tracking sheet
  • Review deferred agreements, Clio notes and Collection sheet notes to ensure collection run smooth
  • Oversee collection efforts prior to escalating to Client Account Manager/Partners
  • Email payment requests
  • Client phone calls
  • Maintain A/R tracking, codes and account notes within the Collections Sheet
  • Act as a primary backup resource for Client Intake


We have a fun team culture, where we care about your interests and the time you spend at work, as well as at home. Here’s why we think you’ll love working for Vela Wood:

  • Excellent firm-paid medical/dental vision insurance.
  • Matching 401(k) retirement plan.
  • Firm-paid short-term and long-term disability insurance, and life insurance.
  • Paid Holidays.
  • Generous Paid Time Off and paid Parental Leave benefits.
  • 4 ½ day work week.
  • Work abroad opportunities – including firm-subsidized work trips to Portugal and Spain, just in the last two years!
  • Inspiring and approachable leadership team.


Requirements for the Billing Analyst position:


  • Business or Finance degree with 2+ years experience ideally working in the Accounting team of a Professional Services firm.
  • Highly organized and detail oriented.
  • Working knowledge of Microsoft Office and Google Workspace.
  • Proactive with the ability to take initiative.