Billing Specialist

About Berry Law

Berry Law is more than a law firm—we are a mission-driven organization committed to protecting constitutional rights and helping Veterans secure the benefits they deserve. Founded in 1965, we serve clients in all 50 states and continue to grow with purpose, integrity, and excellence.

Position Summary

The Billing Specialist works directly with the Chief Financial Officer (CFO) in the Firm’s business office and is responsible for accurate, timely, and client-focused billing, accounts receivable, trust accounting support, and financial operations. This role requires precision, autonomy, and accountability.

Core Responsibilities

Accounts Receivable

• Contact clients with past-due balances via phone, email, and text
• Use empathy and assertiveness to resolve outstanding accounts
• Collaborate with Client Experience team to ensure timely & comprehensive follow-up on outstanding accounts.
• Accept, record, and reconcile client payments accurately
• Track and report AR aging monthly

Accounts Payable

• Maintain accurate vendor information in QuickBooks Online and Bill.com
• Review, code, and process invoices with attention to detail
• Identify billing errors, and discrepancies before processing
• Collaborate with departmental leaders on invoice approvals and disputes

Trust Accounting

• Process trust disbursements requested by attorneys and paralegals with zero errors
• Handle check requests and refunds accurately
• Ensure actions comply with trust account rules and Firm policies
• Provide responsive internal service to legal teams

Bank Reconciliation & Accounting

• Reconcile operating and trust bank accounts daily
• Post and clear receipt groups, billing groups, and payment transactions in Filevine and QuickBooks Online
• Maintain accurate financial records using basic accounting principles
• Support month-end close processes

Qualifications

• Four or more combined years of education and/or experience in billing, accounting, or finance
• Advanced proficiency in Microsoft Excel (VLOOKUPs, pivot tables, formulas)
• Proficiency in Microsoft Word
• Strong understanding of accounting fundamentals (debits/credits, reconciliations)
• Strong phone and written communication skills
• Attention to detail and accuracy in high-volume work

Preferred

• Experience with QuickBooks Online and Bill.com
• Experience in professional services or legal billing
• Familiarity with cloud-based accounting and billing platforms

Core Competencies

• Accuracy & Attention to Detail
• Ownership & Accountability
• Client Service Mindset
• Process Discipline
• Problem Anticipation & Resolution
• Financial Acumen
• Communication & Collaboration
• Confidentiality & Integrity
• Time Management
• Continuous Improvement

KPI Scorecard – Overall Role Objective

Ensure accurate, timely, and compliant billing and financial operations that support firm cash flow, attorney confidence, and client experience.

Key KPIs

• AR aging compliance and collection effectiveness
• Responsiveness to client calls and inquiries
• Payment application and trust accuracy
• Daily bank reconciliation completion
• AP accuracy and timeliness
• Data integrity and reporting accuracy
• Attorney and internal stakeholder satisfaction

Be a Part of a Winning Team:
• Awards: Inc. Magazine's 5000 fastest growing companies 6 years in a row, Law Firm 500 five years in a row, Inc.'s 2023 Best in Business in Veteran Support, Department of Labor Hire Vets award, Secretary of Defense Pro-Patria award, 2023 Military Times Best for Vets: Employers List.

• Our firm prides itself on a great firm culture, generous benefits, and a culture of winning.

Hours: Monday – Friday, 40 hours

Benefits: Competitive compensation, generous PTO, 401k, insurance, EAP, professional development, swag, company events, and community involvement.

If you are passionate about seeking justice for clients, possess integrity, and are committed to our mission, we encourage you to apply. Join us at Berry Law and be part of a team that makes a difference.  Berry Law is an equal-opportunity employer.