This is an excellent opportunity to join a highly regarded global investment management firm in a legal billing and operations role with meaningful ownership, strong visibility, and long-term career growth. We're looking for someone who enjoys working across legal billing, invoice management, financial reporting, and technology, with the opportunity to partner directly with Legal, Finance, Accounts Payable, and other business teams. This is an ideal next step for someone coming from a law firm, in-house legal department, or corporate billing environment who wants broader responsibilities within a sophisticated financial services organization.
The position offers significant ownership across the legal billing lifecycle, including e-billing administration, invoice processing, matter management, reporting, and coordination with outside counsel. Beyond day-to-day responsibilities, there is an emphasis on improving workflows, leveraging technology and automation, strengthening controls, and developing better reporting and analytics.
Compensation includes: base salary, 15% annual performance bonus, and generous employer-funded profit sharing.
What this role will own:
Manage legal billing operations across a global investment management platform, ensuring accurate and timely invoice processing, approvals, and payments
Administer the firm's legal e-billing and matter management platform, including matter creation, coding, allocations, invoice routing, and ongoing maintenance
Coordinate with internal Legal, Finance, and Accounts Payable teams, as well as external law firms, to resolve billing issues, payment discrepancies, and invoice exceptions
Monitor high-volume billing activity, troubleshoot workflow issues, and help ensure compliance with legal billing guidelines and budgets
Develop and maintain reporting related to legal spend, budgets, accruals, invoice status, and payments, providing useful analysis to senior stakeholders
Maintain accurate billing and matter data while identifying opportunities to strengthen controls and improve reporting quality
Leverage technology, automation, and data analytics to streamline billing processes, reduce manual work, and improve operational efficiency
Take ownership of special projects and process improvements as the legal billing function continues to evolve
Ideal background:
Relevant experience across legal billing, legal operations, accounts payable, accounting, finance, or a related function
Experience in a law firm or in-house legal billing environment strongly preferred
Experience with legal e-billing and matter management systems; Onit experience is strongly preferred, including familiarity with Counsel Exchange/CounselGo
Strong Microsoft Excel skills, including the ability to organize, analyze, and report on large datasets
Experience with Workday or another enterprise financial system is a plus
Understanding of invoice processing, billing workflows, vendor management, payment reconciliation, and financial reporting
Strong attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment
Comfortable working independently, taking ownership of issues, and collaborating with legal, finance, and business stakeholders
Interest in technology, process improvement, automation, and using data to drive efficiencies
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