Senior Financial Billing Analyst

At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success.

Haynes and Boone is one of the largest law firms in Dallas, and it continues to grow. In 2023, Haynes and Boone moved its headquarters to a new 27-story office tower in the Harwood District of uptown Dallas. Lawyers in our Dallas office serve all the firm’s practice and industry areas – including corporate, litigation, banking/finance, insurance law, healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust. Our Dallas lawyers are widely recognized in their practice areas in publications such as The Best Lawyers in America directory (Woodward/White, Inc.) and the Chambers USA legal directory (Chambers & Partners). This office attracts high-energy, technically proficient people who enjoy working in a collegial environment. We are committed to having an inclusive workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork.

This exempt position is responsible for reviewing and approving financial information within new client matter intake and for tracking, maintaining, and managing client rates and discounts within the legal billing system (Elite 3E). The Senior Financial Billing Rates Analyst is responsible for ensuring that client and matter rate structures are accurate across all systems and in accordance with agreed upon outside counsel guidelines and engagement letters. This individual will support and interface with multiple billing attorneys in different practice areas within our Haynes and Boone offices across the globe. This person will also communicate with multiple Business Services departments within the firm including Client Intake, Pricing, Billing, and Finance as well as with firm clients while maintaining confidentiality of client and firm matters.

Essential Duties

• Review and approve all new client matter intake forms and ensure accurate setup in Elite 3E including billing arrangements, rates, discounts, and payment terms.
• Review and maintain rate and discount information on clients and matters within Elite 3E.
• Analyze the firm's rate structures, ensuring accuracy and compliance with client agreements by proactively tracking and managing client rate expirations and/or deadlines to ensure timely submittal of rate changes. Facilitate conversations with our Partners to ensure they are aware of client deadlines and are provided with the necessary information to take action with our clients.
• Ensure rate and discount requests are approved per the firm’s financial operational policies.
• Enter and maintain timekeeper standard rates (and other special rates) within Elite 3E.
• Regularly review timekeeper and rate information on e‐billing sites to ensure accuracy.
• Compile client rate reports and facilitate conversation with attorneys and clients regarding rate changes.
• Collaborate with Business Development and Pricing to respond to RFPs. Partner with Pricing to ensure that negotiated rate arrangements are set up and maintained in accordance with the agreed terms and conditions.
• Ensure compliance with existing firm billing and intake policies and procedures, recommending changes when necessary.
• Ensure compliance with meeting client, firm, and attorney deadlines around rate increases, rate reporting, and new client matter intake.
• Review, assess and ensure compliance with Outside Counsel Policies and Procedures.
• Review and update client and matter special handling requirements around rates and rate increases.
• Receive and respond to client questions and inquiries concerning billing rates and discounts.
• Communicate professionally and courteously with clients, attorneys, paralegals, and other staff.

Other Duties

• Assist with special projects as needed and assigned.
Perform other related duties as assigned.

Reporting Relationship

The Senior Financial Billing Rates Analyst reports directly to the Senior Manager of Billing and collaborates with other Business Services departments outside of Billing such as (but not limited to) the Intake Team, the Pricing Team, and the Business Development Team. Additionally, the Analyst will have routine communications with the firms partners. This position does not supervise staff.

Qualifications

Knowledge/Experience

Three to five years of relevant experience is required. This individual must have proficient knowledge of Elite 3E and Microsoft Office applications, primarily Excel, Word and Outlook. A solid understanding of the billing and intake processes in the professional services industry (ideally within a law firm environment) is preferred. A broad range of technical ability, with a demonstrated aptitude and willingness to learn new software/applications is needed for this position. Experience working with Intapp Terms and Intapp Intake is a plus.

Skills

The Senior Financial Billing Rates Analyst must have superior attention to detail, time management and organizational skills. Additionally, the ideal candidate must possess strong analytical skills and be able to effectively multi-task and prioritize work to meet aggressive deadlines. The individual must possess strong client focus, as well as strong written and verbal communication skills, with the ability to work both individually and as a member of a team. The ability to work with many different types of personalities at all levels of organization is a must.

Education

A degree in accounting, finance or related field is required. Equivalent experience will be considered.

Physical Demands

Must be able to move around the office up to 15% of the time; Remains stationary at least 85% of the time. This position operates computers and other office productivity machines (e.g., copier, printer, etc.) on a regular basis. Occasionally required to move documents or files weighing up to 15 lbs.; This position requires constant communication and exchange of information with the firm attorneys, clients, and staff; This position must be able to inspect and observe information on a computer screen at least 90% of the time.

Working Conditions

Hybrid Environment. Working additional hours beyond the normal schedule may be required to meet firm or client demands.