Matter Budget Analyst at Kahana & Feld LLP

Irvine, California, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Dec, 25

Salary

32.0

Posted On

01 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Budgeting, Financial Analysis, Legal Billing, Insurance Litigation, Client Liaison, Variance Reporting, Data Analysis, eBilling Platforms, Collaboration, Compliance, Accruals, Dashboard Creation, Stakeholder Engagement, Operational Support, Strategic Planning, Analytical Skills

Industry

Law Practice

Description

Description We are seeking a matter budget analyst with a legal background to support the financial, operational, and strategic success of the insurance defense and private client practice groups. Leveraging both financial expertise and legal experience, this role is responsible for inputting, tracking, and analyzing matter-level budgets, ensuring compliance with client billing/carrier guidelines. This is a unique role suited for a legal professional (e.g. paralegal, former case manager, or JD holder) with strong analytical skills and an understanding of insurance litigation and private client billing nuances. Duties and Responsibilities Work closely with key stakeholders to develop and maintain matter budgets for the insurance defense and private client practice groups. Ensure matter budgets and accruals comply with client-specific billing guidelines, particularly for insurance carriers. Submit budgets, accruals, and updates via client billing or litigation management systems (e.g., BillBlast, Legal Tracker, CounselLink, TyMetrix). Liaise with clients and carriers regarding financial projections, status updates, and billing audits. Generate variance reports, WIP/AR summaries, and customized dashboards for firm leadership and attorneys. Partner with attorneys, paralegals, billing specialists, and finance to ensure financial performance aligns with client service standards. Requirements 3-5 years of experience in a law firm, legal operations, or legal finance role. Associates or Bachelors degree in Finance, Accounting, Legal Studies, Paralegal Certification or Juris Doctor (JD) preferred. Prior experience with insurance defense work preferred. Familiarity with legal billing systems and eBilling platforms preferred. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. This organization participates in E-Verify. Equal Opportunity Employer Kahana Feld provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Job Type Full-Time, Non-Exempt Supervisory Responsibilities None Work Location Hybrid working arrangement will be considered for candidates residing in the vicinity of our offices, or fully remote for exceptional candidates located in California, Arizona, New York, or Texas Work Schedule 8:30am - 5:30pm Monday-Friday. Occasional weekends and holidays. Salary Description $28.00 - $32.00/hour Physical Requirements Primarily sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers. The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading. Work is performed in an office environment and requires the ability to operate standard office equipment and keyboards. Must have the ability to walk short distances, and/or drive a vehicle to deliver and pick up materials. Work can be performed with or without accommodations. Travel 10-20% domestic travel by car and plane.

Responsibilities

The Matter Budget Analyst will develop and maintain matter budgets for the insurance defense and private client practice groups while ensuring compliance with client-specific billing guidelines. This role involves liaising with clients and carriers regarding financial projections and generating reports for firm leadership.