Data Analyst overseeing data infrastructure and operations supporting Wealth Management. Key liaison with Operations, Finance, and Wealth Management teams for automation and reporting.
About the role
- Global Client Account Services Analyst managing billing processes for Latham & Watkins. Collaborating with management on process improvements and serving as billing process expert in a hybrid role.
Responsibilities
- Collaborating with the management team to identify opportunities for implementing process improvements and enhancing efficiencies
- Analyzing service-related activities concerning bill management and processing for the firm; providing recommendations for resolutions based on analysis findings; addressing inquiries from practice offices and other internal and external customers through various communication methods
- Performing quality assurance tasks for the practice offices designed to review the productivity and accuracy of bills and the client service inquiry process; ensuring that responses are appropriately aligned with the firm's policies, procedures, and standards, as well as statutory regulations and guidelines
- Visiting practice offices to facilitate training and development initiatives and to implement system or process improvements aimed at minimizing errors and reducing workload-intensive activities
- Serving as the firm's 3E Process Expert, collaborating on the design, development, and implementation of training courses; compiling and providing documentation and feedback for all training programs to ensure successful outcomes
- Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains
Requirements
- A bachelor’s degree in accounting, finance, or a related field
- A minimum of five (5) years of progressively complex experience in accounting and billing, preferably
- Demonstrate strong knowledge of the 3E Billing system
- Possess a comprehensive understanding of the accounts receivable life cycle, from production to collection
- Exhibit well-developed and professional interpersonal skills, with the ability to effectively interact with individuals at all organizational levels within the firm
Benefits
- Healthcare, life and disability insurance
- A generous 401k plan
- At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure
- Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more)
- Professional development programs
- Employee discounts
- Affinity groups, networks, and coalitions for lawyers and staff
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