Billing & Financial Specialist

Wintersteen Casarez•Sacramento, CA

12h

About The Position

Wintersteen Casarez Law Corporation is looking for exceptional people to join our team and help grow our practice. Our firm is committed to providing a supportive work environment, where collaboration is encouraged, and success is recognized and rewarded. We offer a friendly and supportive work environment. If you are looking for a change and a firm that cares, then we encourage you to apply. We work in a paperless environment, which uses minimal physical paper and instead uses primarily digital documents. Job Summary: The Billing & Financial Analyst serves as a key contributor to the Billing and Accounts Receivable (A/R) function, with a primary focus on data analysis, process improvement, and financial reporting. This role supports the department’s strategic objectives by enhancing the accuracy, efficiency, and clarity of billing and collections operations. This is a high-impact individual contributor role that partners with leadership to streamline workflows, build meaningful reports, and implement best practices to ensure financial accuracy and accountability.

Requirements

Minimum of 2 years of experience in billing, A/R, or financial operations
Strong proficiency in Microsoft Excel (pivot tables, VLOOKUP, formulas, dashboards)
Experience with QuickBooks, Litify, or other billing software
Exceptional analytical and problem-solving skills
Comfortable working independently in a fast-paced, paperless environment
Excellent verbal and written communication skills

Nice To Haves

Preferred 4+ years of experience in billing, A/R, or financial operations
Prior experience in a law firm or professional services billing environment
Knowledge of legal billing systems (e.g., Litify)
Experience building or enhancing financial reports or dashboards
Bachelor's degree in Finance, Accounting, Business Administration, or related field

Responsibilities

Analyze and enhance billing and A/R workflows for accuracy and efficiency
Lead department-level initiatives to review and restructure billing procedures
Maintain and improve tools for tracking outstanding invoices and payment progress
Review client deductions and provide reporting to upper management
Manage month-end billing processes, including pre-bill generation, time entry audits, and invoice generation
Ensure accurate submission of invoices through client e-billing portals and monitor invoice status
Conducts deduction research and identify billing anomalies conforming with the client-specific billing requirements
Create executive-level dashboards and summaries of billing and collections data
Collaborate with leadership to tailor monthly financial reports to firm needs
Assist with the development of attorney billing metrics for performance tracking and bonuses
Review and audit data for accuracy across billing platforms and Excel reports
Serve as the primary liaison between Billing and Finance leadership
Maintain data integrity across Litify, Quickbooks, and billing workbooksManages Litify Success Acceleration Program tickets for resolution
Produce recurring reports and support A/R reviews and other financial audits
Collaborate with teammates to gather requirements, research solutions, and complete operational initiatives
Document best practices and assist in training other team members on billing tools
Provide analytical support for strategic planning and operational decision-making