- Work with Matter Admin and core team to ensure matter hygiene is adhered to.
- To undertake regular WIP reviews, and produce relevant reports, driving all aspects of matter hygiene and prompt billing in line with client requirements.
- To assist with drafting communications to the client partners regarding client billing and reporting requirements as required.
- Working with core team to ensure rates are correct prior to billing.
- Where appropriate ensure rates are shared with E-Billing Team and uploaded to the portal.
- To ensure external disbursements are monitored, received/tracked, and paid on a timely basis.
- Request draft invoices from CMS member firms, for review and finalisation.
- To ensure WIP values are collected from member firms and follow up if not received.
- Review monthly reconciliations of outstanding invoices from CMS member firms, resolve any issues.
- To monitor cash flows and ensure received payments are dealt with, and stakeholders advised.
- Ensure tracking reports are updated and meet the client's budget requirements.
- Check invoices in the E-Billing portal for status and progress updates.
- To produce relevant data for assisting the Partners with annual rate reviews.
- To work with business team members in the continuous development and improvement of processes and systems.
- To attend to audit requests when required.
- To provide ad hoc financial analysis and insights to the CRP.
- As workloads permit onboarding of additional complex clients.
- To work with Continuous Improvements team members on other projects and enhancements as requested.
- A collaborative team-player
- Good communication skills to be able to build strong trusted relationships with key stakeholders
- Exceptional organisational skills
- Exceptional attention to detail
- The ability to remain calm and focused under pressure
- Ability to work to deadlines in short timeframes
- Billing experience
- Previous experience working in a law firm as a Revenue Controller
- Maintaining professional regulatory standards and knowledge, e.g., UK VAT requirements & Solicitors Accounts Rules
- A high standard of computer literacy (knowledge of 3E systems would be advantageous)
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Client Finance Operations Analyst - London (Greater), United Kingdom - CMS UK
Description
An opportunity has arisen for a Client Finance Operations Analyst.This role will be responsible for the day-to-day delivery of all financial operational, analytical, and administrative elements for dedicated clients.
About CMSCMS is a Future Facing firm with more than 70 offices in over 40 countries and 5,000+ lawyers worldwide. We combine deep local market understanding with a global perspective. We are passionate about building strong relationships with our clients, our people, and the communities we work in.
We take a bold, dynamic, and agile approach to ensure our clients are able to face the future with confidence.
We are driven by technology and readily embrace the possibilities it opens up for developing new and better ways of working.
Our aim is to inspire, impact and support our clients and our people, helping them to maximize their potential and thrive.
About the RoleAs a Finance Ops Analyst your duties will include:* Day to day management of relevant inbox ensuring queries are responded to in a timely manner and that where necessary queries are escalated to the stakeholders.
* To attend regular client core teams meetings ensuring all required data and analysis is produced and provided in time for the meetings.
* To ensure, and regularly review, that matters are open correctly.This role requires multiple skillsets. The ideal candidate will have demonstrated experience in all of these areas
At CMS, a next-generation mindset is woven into all we do.
We're diverse, supportive and inclusive, embracing our corporate social responsibility and creating a culture of sustainability in which every one of our people, whatever their background, can maximise their potential and thrive.
For further information about CMS' diversity initiatives and programmes, please view the Diversity & Inclusion pages on our website.Please apply online or contact a member of the Talent Acquisition team if you have any questions. For information regarding our competitive range of benefits please visit our Rewards & Benefits page on our website.
Please note that CMS have a preferred agency panel in place. Only applications submitted via the portal at the point of instruction will be accepted.
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