Legal Billing and Collections

Financial Analyst


Friedman Williams

Financial Analyst Philadelphia PA

Job ID: 17296

The Finance Analyst of Insurance Operations is a hybrid position within the Philadelphia office. The role is responsible for providing operational support to the Insurance Operations team from preparing matter budgets, assisting with the coordination of billing & collections activities, financial reporting, etc. This position reports to the Manager of Finance Insurance Operations.


• Provide support to the insurance department, including matter budgeting and establishing various financial and non-financial metrics, and then managing against those, recommending corrective action where necessary

• Submitting matter budgets to ebilling websites in accordance with client requirements

• Coordinate with attorneys to proactively manage matters in accordance with insurance client guidelines

• Collections on balances past due via direct phone calls and emails to customers

• Maintain accurate history of attempts to contact clients and records discussions in the Firm’s collection software

• Monitor ebilled invoice workflow and assist in helping reduce reductions

• Assist with various client requests for additional information on invoices as well as providing copies of past due

• Assist with projects to streamline processes as they relate to insurance operations

• Assist integration efforts for onboarding of insurance clients, matters, rates, etc.

Experience and Qualifications:

• Bachelor’s Degree is required (finance, accounting, or business related field)

• 1+ years of progressive financial experience (preferably within a professional services environment or collections environment)

• Strong excel experience is required; experience with business intelligence and budgeting tools, and utilizing large amounts of data is preferred

• Strong quantitative abilities and problem-solving skills with ability to factor in qualitative aspects of an engagement to drive business decision making

• Strong analytical and communication skills, initiative, and accuracy are a must

• Customer service-oriented and professional demeanor required

• An understanding of basic insurance principals is not required but preferred


Tagged as: Financial Analyst