Billing & Financial Specialist at Wintersteen Casarez

Sacramento, California, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Jun, 26

Salary

80000.0

Posted On

20 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Analysis, Process Improvement, Financial Reporting, Billing, Accounts Receivable (A/R), Workflow Enhancement, Invoice Generation, Deduction Research, Dashboard Creation, Excel Proficiency, QuickBooks, Litify, Data Integrity, Analytical Skills, Problem-Solving, Communication

Industry

Law Practice

Description

Description 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. Responsibilities: Billing & A/R Process Optimization (50%) 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 Financial Analysis & Reporting (35%) 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 System Support & Cross-Departmental Collaboration (15%) 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 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 Preferred Qualifications: 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 Benefits & Pay Competitive Salary Vacation/Personal Time Off Medical, Dental, and Vision Insurance Life Insurance, STD, LTD, Pet Insurance Paid Holidays 401(k) + Employer Matching after 6 months Continuous Training/Learning End of the Year Firm Event About Us WC Law Corporation is owned, operated, and controlled by women. They are committed to providing their employees fair compensation, equal promotions, full inclusion, and better career development opportunities. They promote equal opportunity for all by building a welcoming workplace that celebrates diversity among attorneys and staff. WC Law Corp believes in the principle that they will attract the finest individuals to serve their clients only if we actively seek talent from the entire spectrum of the community. The firm emphasizes a culture of inclusion regardless of gender, race, ethnic background, sexual orientation, religion, age, or disability status. They take great pride in their commitment to fostering the leadership of men and women in our firm and support their hiring, retention, and promotion at all levels. The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time. If you possess the above experience and attributes, we would love to hear from you! Please submit your resume and cover letter to careers@wclawcorp.com. No calls or faxes, please. The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. All candidates who are provided with an offer of employment must pass a background check prior to the first day of employment. Wintersteen Casarez Law Corporation provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender, gender identity or expression, age, disability, pregnancy, childbirth and related medical conditions, genetic makeup, marital status, military service, or any other classification protected by applicable local, state or federal laws.

Responsibilities

The Billing & Financial Specialist is responsible for optimizing billing and Accounts Receivable workflows, leading initiatives to improve procedures, managing month-end processes, and ensuring accurate invoice submission via e-billing portals. This role also involves creating executive-level dashboards, tailoring financial reports for leadership, auditing data accuracy across platforms, and serving as a liaison between Billing and Finance leadership.