Description
Position at Berkeley Research Group, LLC
Position Summary:
Berkeley Research Group seeks an experienced Contract Intake Analyst. The candidate must be flexible and committed to quality, customer service, and teamwork.
The role reports to the Billing Manager and is responsible for providing exceptional service to the Firm’s personnel, clients, and subcontractors while maintaining strict confidentiality. Qualified candidates must possess critical thinking skills, an attention to detail, and a commitment to high-quality and accurate work product. They must maintain a professional manner while supporting the Firm and departmental goals in a dynamic and energetic environment.
Duties include but are not limited to:
- Review all new contracts/engagement letters to analyze the implications and obligations of each, consulting with other departments as necessary to ensure a full understanding of the terms and conditions.
- Interpret contracts and set up projects to identify and flag appropriately to ensure correct financial statement recognition of revenue.
- Enforce the New Business Intake protocol to ensure new projects are set up accurately.
- Provide understanding and application of client billing guidelines to Experts and Billing staff.
- Accurately set up projects to reflect correct bill frequency, recipient(s)/payor(s), billing arrangement (hourly, fixed fee, phase/milestone, etc.), appropriate VAT/GST/Income/Withholding/Excise taxes for international clients, and all other invoicing requirements, including e-billing, Purchase Orders, budget information, etc.
- Create and maintain documentation of Project Intake process and workflow.
- Enter rate exceptions and/or rate exception groups on new and existing projects along with entering rate exceptions for independent contractors.
- Create and maintain task code lists, applying to matters as appropriate.
- Coordinate with Research Services and Data Analytics teams for proper allocation of contractual research charges.
- Update project attributes as they change throughout the life of the project.
- Liaise with GL, FP&A, tax and other teams as required.
- Process matter closure requests.
- Manage quarterly project closure process.
- Ad hoc projects and requests.
Required Skills/Qualifications:
- Associate and/or Bachelor’s degree from an accredited college or university preferred.
- Minimum two (2+) years of experience in a position utilizing similar skill sets.
- Strong analytical and reasoning skills – ability to understand how data interrelates and to follow the logical progression of process and workflow.
- Strong ability to work under pressure without compromising accuracy and completeness.
- Dependable and able to work independently and as part of a team to complete tasks while maintaining a positive and proactive attitude.
- Detail-oriented with a heavy focus on accuracy all while responding to numerous ongoing requests and a fluctuating workload.
- Ability to keep multiple tasks in motion and conduct timely follow up to ensure completion within stated deadlines.
- Excellent communication skills, both oral and written, including the ability to communicate clearly and concisely with clients and individuals throughout the firm including high level management, legal staff, professional staff, and peers.
- Exceptional organizational and time management skills.
- Ability to prioritize tasks and requests.
- Microsoft Office Suite, Intapp, eBillingHub
Additional Qualifications:
- Background in legal billing, conflicts, finance, data analysis is a plus.
- Knowledge of ASC 606 Revenue Recognition concepts is a plus.
- Paralegal background or contract accountant preferred
- Elite 3E, Workday or similar professional services financial & accounting platform.
Salary Range: $28-$40 per hour.
Candidate must be able to submit verification of their legal right to work in the U.S., without company sponsorship.
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About BRG
Berkeley Research Group, LLC (BRG) is a global consulting firm that helps leading organizations advance in three key areas: disputes and investigations, corporate finance, and strategy and operations. Headquartered in California with over 40 offices around the world, we are an integrated group of experts, industry leaders, academics, data scientists, and professionals working beyond borders and disciplines. BRG strives to build and nurture a culture where inclusiveness is instinctive, not an initiative. We celebrate and value the diversity of our professionals and are dedicated to maintaining a truly inclusive work environment where all individuals feel respected and valued. We harness our collective expertise to deliver the inspired insights and practical strategies our clients need to stay ahead of what's next.
Berkeley Research Group is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.
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