Elevate is recruiting a Specialist for our F&A; team. As a Specialist you will be responsible to handle all Finance and administrative functions of Billing & Finance such as General Accounting, Biling, Accounts Receivable, Accounts Payable, Expense reporting, reconciliation, time entry adjustment, etc. campaign preparation.

Specifically, the Specialist will:

- Review, verify, and process invoices for payment, ensuring accuracy and compliance with firm policies.
- Obtain approval from authorised person before processing invoices.
- Prepare and execute payment runs, including checks, electronic transfers, and ACH payments.
- Differentiate operational and client billable expenses. Add disbursements to billable projects in accounting/practice management systems.
- Upload AP invoices/expense receipts to DMS, saving disbursement invoices to applicable matter folder.
- Maintain accurate and up-to-date accounts payable records, including filing and documentation.
- Handling queries from internal stakeholders and vendors received in AP mailbox.
- Review and process employee expense reports, ensuring compliance with firm policies. Add expense receipts received from stakeholders to expense management tool.
- Gather detailed information about clients and legal matters, including contact details, background, and specific requirements from lawyers/partners and other stakeholders.
- Add contacts in CRM/Practice management tools and linking the contacts as clients.
- To ensure compliance with legal and regulatory requirements, industry standards, and internal policies throughout the onboarding process. i.e.,



running conflict checks to ensure potential client is not added as other side in other matters or vice-versa.
- Perform due diligence for potential clients.
- Sanity check of WIP entered before each billing cycle to ensure all time entries are entered with correct descriptions and with correct hourly billing rates for timekeepers.
- Create and save pre-bills and finalised bills to DMS.
- Edit prebills in system as requested and marked up by bill reviewers/matter lawyers in pre-bills generated in word files.
- Move time and disbursements between matters as per instructions from bill reviewers.
- Re-gather WIP in bill if time moved between matters.
- Seek approval from authorised person (matter lawyer/partners) on pre-bills.
- Finalise the pre-bills, generate final invoices in system.
- Managing workflow during the shift along with coordination between customer and team members.
- Responsible for TAT and Quality of the deliverables during the shift.
- Communicate with customer, i.e. via email, chat and/or call if required.
- Regularly create and update workflows/SOPs.

Skills for success:

- Passionate about automating processes and minimizing manual efforts across all sub-processes.
- Excellent written and spoken English skill.
- Advanced knowledge of MS Applications, more specifically MS Excel.
- Well versed in reporting.

Experience:

- 6-7 years of experience working as a specialist and/or Lead position of a global organization, preferably law firm or skilled services firm.

Qualifications:

- Commerce Graduate/post Graduate (preferably MBA) with excellent accounting skills.

📌 Specialist (Gurugram)
🏢 Elevate
📍 Gurugram