Senior Specialist, Revenue – Strategic Clients

Senior Specialist, Revenue – Strategic Clients

remote type

Onsite

locations

New York

time type

Full time

posted on

Posted Yesterday

job requisition id

JR103271

Our Finance team is responsible for ensuring accurate financial operations and plays a crucial role in managing the Firm’s financial health. Our team handles a wide range of financial activities including financial planning, budgeting, forecasting, taxation, partner compensation, payroll, treasury and cash flow management to support the Firm’s strategic goals. We are responsible for inventory management including billing and collections, and analysis of client, matter and timekeeper profitability. We oversee statutory accounting and ensure compliance with financial regulations and standards. The Finance team also prepares financial statements, reports and analysis to provide insights into the Firm’s financial performance. We work closely with other functions to monitor expenses, optimize financial processes and implement cost-saving initiatives. Through meticulous financial management and strategic planning, the Finance team ensures the Firm’s financial stability and supports its growth objectives.

Position Summary

The Senior Specialist, Revenue – Strategic Clients will play a critical role in supporting and optimizing a key global energy and petrochemical client relationship, as well as the financial processes of the Regional Section.

This position involves collaborating closely with different teams, such as the Revenue Manager, dedicated billing team and legal project team to oversee WIP, AR, and billings, ensuring compliance with matter arrangements and firm policies. The Senior Specialist, Revenue – Strategic Clients will be responsible for monitoring inventory levels, billing rates, and fee structures for new matters, as well as generating essential financial reports for various stakeholders. This role requires proficiency in data manipulation using Excel and the creation of professional presentations in PowerPoint.

The Senior Specialist, Revenue – Strategic Clients will also be tasked with monitoring aged receivables, contacting clients regarding past-due invoices, and developing strategies to improve collections. Additionally, the position includes supporting internal and external audits, maintaining process documentation, and handling various ad hoc requests and projects as assigned by management. The ideal candidate will have a strong understanding of business operations, financial data utilization, and excellent communication skills to effectively liaise with clients and internal teams.

Duties and Responsibilities

• Collaborate with the Revenue Manager to oversee WIP, AR, and billings for the Strategic Client and Regional Section, ensuring balances are managed per matter arrangements and firm policy
• Assist in monitoring and enforcing timely and accurate entries in timekeeper diaries to facilitate prompt billing
• Conduct monthly reviews of new timekeepers and communicate timely updates to the client to ensure agreed billing rates are reflected accurately before invoices are issued
• Work with the Revenue Manager to monitor inventory levels and manage exposure on fixed/capped fee matters
• Ensure proper billing rates and fee structures for new matters in collaboration with the Financial Compliance group
• Generate reports for clients, partners, inventory teams, firm management, and other internal parties to track WIP, AR, billings, and other key metrics, including client and matter profitability
• Review rate exceptions and discounts for all clients and matters within the Regional Section, in consultation with the Pricing team and Inventory Partners
• Manipulate data in Excel to assist with pricing, profitability analysis, and various financial requests from the Finance Director or Partners
• Create presentations using PowerPoint with a comprehensive understanding of business operations and financial data utilization
• Monitor and analyze aged receivables, including amounts held in suspense or unallocated
• Regularly contact clients via email, mail, and phone to inform them of due balances and follow up on past-due invoices
• Work with clients to establish commitment dates and payment plans
• Collaborate with partners and inventory teams to research and resolve billing disputes, including variances between billed and paid amounts
• Develop strategies with partners and revenue teams to improve collection turnaround times
• Generate reports to track collections against targets for partners, inventory teams, and firm management
• Address and respond to inquiries from internal and external parties regarding collections and credit activities
• Assist with completing vendor onboarding forms
• Support internal and external audits
• Maintain comprehensive process documentation
• Handle other ad hoc requests and projects as assigned by management.

Qualifications

• Bachelor’s degree in a related field, such as finance or accounting is preferred

• At least 5 years of experience in billing or revenue management with a proven track record of success

• Knowledge of legal billing processes, including e-billing systems, billing software and industry best practices

• Familiarity with various billing guidelines and regulation relevant to the legal industry

• Excellent verbal and written communication skills to interact with clients, team members, and other stakeholders effectively

• Strong communication skills, able to interact at all levels

• Exceptional attention to detail

• Ability to organize workflow and use time efficiently

• Determination, self-motivation and interpersonal skills and resolve

• Proficient in Microsoft Office, particularly MS Excel and MS PowerPoint

• Knowledge of 3E preferred

• This role reports to

• Senior Manager, Revenue - Americas

• Equal Opportunities

• White & Case is an Equal Employment Opportunity (EEO) employer and is committed to creating a fair workplace. It is our Firm’s policy to recruit, employ, train, compensate and promote without regard to race, color, religion, creed, national origin, age, gender, sexual orientation, marital status, military or veteran status, disability, genetic information, or any other category protected by applicable law.

• Benefits at White & Case

• White & Case LLP offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, vacation time, and leave programs (including parental leave). Exempt roles are also performance bonus eligible.

• The Firm may modify and amend any job description at any time in its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment.

• The above is only a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties.

• Firm Summary

• White & Case is an elite global law firm serving leading companies, financial institutions and governments worldwide. With a long history as an international firm, we are well-positioned to help clients resolve their most complex legal challenges wherever they may arise.

• Operating across six continents and working in virtually every country, we have invested heavily in building a high-quality, full-service practice that competes at the top of the market. We are distinguished by our on-the-ground presence in key financial markets and our expertise in handling complex cross-border work.

• What sets us apart is not just our global network of offices but the interconnectedness of our Firm. Our people and clients value our collaboration across geographic and practice boundaries, which is why we attract and retain significant cross-border work.

• Representing multiple nationalities from across the world and speaking a vast array of languages, our lawyers and Business Services professionals are globally minded, enterprising, and committed to excellence.

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