Job Details

Elevate is recruiting an Associate in our Finance and Accounting team. As a Specialist, you will work with billing team, participate in billing work along with the Accounts Receivable team for any questions and concerns, and collaborate on process improvements.

Specifically, an Associate - Finance and Accounting will

• Review and process employee expense reports, ensuring compliance with firm policies. Add expense receipts received from stakeholders to expense management tool.
• Upload AP invoices/expense receipts to DMS, saving disbursement invoices to applicable matter folder.
• MIS Reports – Preparing multiple reports as per the requirements from clients.
• Handle queries from internal stakeholders and vendors/clients received in mailboxes.
• Gather detailed information about clients and legal matters, including contact details, background, and specific requirements from lawyers/partners and other stakeholders.
• Follow-up with approvers to approve pending expense reports.
• Differentiate operational and client billable expenses. Add disbursements to billable projects in accounting/practice management systems.
• Handle urgent check/ACH/EFT payment requests.
• Sanity check of WIP entered before each billing cycle to ensure all time entries are entered with correct descriptions and with correct hourly billing rates for timekeepers.
• Edit prebills in system as requested and marked-up by bill reviewers/matter lawyers in pre-bills generated in word files.
• Move time and disbursements between matters as per instructions from bill reviewers.
• Re-gather WIP in bill if time moved between matters.
• Seek approval from authorised person (matter lawyer/partners) on pre-bills.
• Finalise the pre-bills, generate final invoices in system.
• Follow exceptions if there are any for specific matters regarding generation/dispatching of bills i.e., specific billing guidelines from clients.
• Handle various tasks of eBilling i.e., submission of invoices in pdf and electronic format (LEDES file) to various eBilling platforms – Tymetrix, Legal Tracker, Coupa, Counselgo, ARIBA; Handling client billing rejections and amending the invoice as per comments received from client billing team.

Experience

• Proven working experience of more than 3 years as a Finance and Accounting.
• Thorough knowledge of accounting and corporate finance principles and procedures.
• Excellent accounting software user. 
• Strong attention to detail and confidentiality.
• Professional Services or Law Firm Experience will be an advantage.

Skills for Success

• Strong workflow, time management and prioritization skills.
• Ability to coordinate multiple projects with deadlines and changing priorities.
• Strong written and verbal communication. 
• Strong interpersonal and client relationship skills. 
• Strong ability to work collaboratively.
• Strong attention to details.
• Analytical and problem-solving skills.
• Knowledge of Actional Step, Xero or Business Central will be an added advantage.

Technical Skills

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Access, and MS Project).

Qualifications

• Bachelor’s degree in commerce or master’s