Position Summary
The Legal Practice Analyst is responsible for financial and other practice management functions of the Healthcare Team. Responsibilities include analyzing team-specific financial and other performance data, identifying trends and potential issues, establishing and monitoring processes that enhance revenue and expedite payment, and determining issues that require Practice Group Leader attention or intervention. This position is not involved in performing or overseeing the completion of legal work.
Essential Job Functions
- Complete the file creation process for all new matters including collecting necessary information, completing and submitting file creation forms, engaging with the Business Office as needed to resolve questions and problems, and ensuring new files are opened and assigned to attorneys expediently.
- Review pre-bills to ensure compliance with client guidelines, identify potential write-downs, and provide quality control. Resolve issues as needed in consultation with applicable others, and submit revisions to the Business Office within established deadlines.
- Interface with Billing, Accounts Receivable, and Collections personnel to facilitate client communications and expedite collection related to past-due accounts.
- Ensure client billing appeals are submitted according to client guidelines and on a timely basis in order to expedite re-submission of charges.
- Track clients and client contacts including number of new matters, bill rates, date of last rate increase, and other relevant details. Provide reports to the Practice Group Leader regarding activity, trends, and clients with no new matters in the last three months.
- Utilize relevant software to retrieve and analyze timekeeper, client, matter, and practice group performance statistics such as hours, billing, fees, receivables, unbilled time, etc.
- Ensure attorneys and paralegals remain current with time entry, providing reminders as needed and elevating chronic or severe issues to the Practice Group Leader.
- Review monthly reports to identify shortfalls in billing. Determine if shortfalls are legitimate (e.g., vacation time or leaves of absence) or if follow up with the timekeeper is needed. Provide reminders as needed, and elevate chronic or severe issues to Practice Group Leader.
- Analyze performance metrics to identify trends, and prepare regular and ad hoc reports and summaries. Prepare activity and status reports for clients.
- Assist Practice Group Leader with marketing and business development initiatives, including meeting logistics, travel arrangements, and coordinating with the Marketing Department to secure marketing materials, giveaway items, presentations, and promotion. Participate in the annual budgeting process and review discrepancies as needed.
Job Requirements
- Bachelor’s Degree in Business, Finance or other relevant field
- Experience in a financial, accounting, data analysis or other analytical role required
- Experience in a law firm in an attorney-facing role is required
- Exceptional analytical abilities to understand data, identify trends, and summarize findings
- Highly organized with excellent follow-up and follow-through
- Communication skills to effectively interact with a variety of organizational levels and personalities
- Technical abilities to learn and utilize financial reporting tools, create advanced Excel spreadsheets, and prepare written report and other documentation
- Interpersonal abilities to partner with internal contacts and clients
- Work independently to complete projects and lead others to accomplish goals.
- Ability to establish and maintain rapport with diverse personalities.
Burns White provides a generous, family-focused benefits package including:
- Medical (firm pays 70-90%), dental, and vision with Single to Family coverage levels
- Fully paid life, short-term disability, and long-term disability insurance
- Medical Flexible Spending Account and Health Savings Account
- Burns White offers benefits to domestic partners
- 401(k) with 3% guaranteed/vested contribution plus additional profit-sharing contribution
- Free confidential counseling and support services for all family members
- Paid parental leave up to 12 weeks based on tenure
- 10 holidays plus 19-24 PTO days based on tenure
- Pet insurance and Accident insurance
- Financial education services and Medicare insurance planning
- Hybrid work arrangements after initial training period
Equipment, Physical/Mental Demands, Working Conditions
Personal computer and other office equipment such as telephone, typewriter, calculator, fax machine, duplicating machine, etc.
Sitting for extended periods, standing, bending, stooping, and reaching. Occasional lifting up to 20 pounds. Manual dexterity sufficient to operate standard office machines. Range of hearing and vision sufficient to operate standard office machines and communicate with clients in person and via telephone.
Able to deal with stress in a fast-paced work environment with multiple priorities. Make decisions and adapt to changing work situations. Grasp and apply new ideas and technologies. Communicate and successfully interact with various personalities at all organizational levels.
Typical office setting, normally Monday through Friday business hours. Occasional overtime as required.
Burns White completes criminal background screenings for all new hires prior to the start of employment.
Submit resume and salary expectations
Email: Jobs@burnswhite.com
Fax: 412-995-3311
No search firms
No phone calls, please
EOE