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Billing Specialist

Boston

Goulston & Storrs, an Am Law 200 law firm, is seeking an organized, articulate and detail-oriented Billing Specialist to join our team.  This position is responsible for all aspects of the monthly billing cycle for assigned billing attorneys and clients.  The ideal candidate will have strong communication and customer service skills, who can help implement a portfolio management style approach to billing in order to better meet attorney needs and understand WIP inventory.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Meet and consistently interact with assigned attorneys and /or Legal Administrative Assistants on a monthly basis to review status of billing;
  • Organize, prepare and distribute prebills for assigned attorneys or clients;
  • Review, edit, prepare and post invoices for assigned attorneys or clients;
  • Prepare and submit electronic billing through specified e-billing systems;
  • Reprint posted invoices and provide copies as necessary;
  • Apply on-account and retainer funds to WIP and/or AR;
  • Assist with maintenance of client addresses/bill groups;
  • Prepare ad hoc reports upon request from attorneys or clients (bill and payment inquiries, billed and unbilled time reports, etc.);
  • Assist with client and matter re-openings;
  • Provide accurate and detailed information for monthly reporting; and
  • Assume additional responsibilities as needed, including billing overflow.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Ability to provide a high level of customer service to internal and external clients, while maintaining a professional and upbeat attitude;
  • Excellent verbal and written communication skills required - in order to appropriately interact with attorneys, firm management and clients;
  • Ability to adhere to and apply billing department policies and procedures;
  • Must be well-organized, self-motivated and proactive;
  • Ability to effectively manage numerous requests and multiple projects simultaneously;
  • Must be able to prioritize workload, pay close attention to detail and retain important information;
  • Ability to work independently, as well as part of a team;
  • Proficiency in MS Office; strong working knowledge of Excel preferred; and
  • Proficiency in professional services billing software, preferably Aderant Expert.

Education/Experience:

  • 2 - 5 years of billing experience in a professional services environment, law firm billing experience preferred.
  • 1 -3 years of electronic billing experience.
  • Bachelor’s degree preferred.

This job description is intended to be general and may evolve over time.  It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties. 

Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing nondiscrimination in employment

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Legal Administrative Assistant (Private Client)

Boston

Goulston & Storrs has an immediate need for a full time Legal Administrative Assistant in our Boston office.  We are seeking a motivated, self-starter that is highly organized with solid technical skills to support a team of high volume Private Client attorneys.  The individual will be flexible, have excellent communication skills, and a strong ability to develop client relationships.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Create, revise, format and proofread legal documents and correspondence.
  • Answer calls and promptly respond to client requests.
  • Edit, and process bills in accordance with firm and client requirements and work closely with billing attorneys to prepare client bills.
  • Maintain calendars by planning and scheduling meetings, conference calls and arranging business travel.
  • Create and monitor ticklers for various deadlines.
  • Process and monitor expense reimbursements, reconcile credit card charges and check requests.
  • Conduct online and general research as needed.
  • Maintain files (paper and electronic).
  • Assist with other projects as requested
  • Flexibility to work overtime and additional duties as needed.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Excellent verbal and written communications skills required.
  • Ability to develop and maintain multi-generational client relationships
  • Positive attitude, collaborative, professional, reliable and strong work ethic.
  • Must be well organized and a self-starter.
  • Capable of managing multiple projects simultaneously.
  • Ability to prioritize, anticipate needs and meet tight deadlines
  • Must be accurate, detail and deadline oriented, organized and flexible.
  • Ability to work independently as well as part of team to provide exceptional client service.
  • Proficiency with Excel, PowerPoint, Microsoft Word, Outlook, CMS or similar billing software and a facility with learning all new applications as they are introduced.

Education/Experience:

  • Bachelor’s degree preferred but not required, as well as a minimum of 5 years’ experience in a law firm environment within the Private Client practice area.

This job description is intended to be general and may evolve over time.  It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties.

Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing nondiscrimination in employment.

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Senior Financial Analyst

Boston

Goulston & Storrs is seeking a Senior Financial Analyst to be responsible for major aspects of financial modeling and analysis relating to the key metrics in a professional services environment.  The Senior Financial Analyst should understand general accounting and the transactions that impact key financial issues, possess strong analytical skills, the ability to explain complex data concisely, and the areas of concern and actions required to meet financial commitments and improve on processes.  Integral to this role is an expert understanding of Microsoft Excel, Aderant financial database and report-writer tools and their application to produce accurate, timely, and relevant information for decision-making.  The Senior Financial Analyst will be visible within the firm, requiring interactions with attorneys, senior managers, and staff.  An assertive mindset combined with an ability to work autonomously is essential to this role.

ESSENTIAL RESPONSIBILITIES AND QUALIFICATIONS:

Job Responsibilities:

  • In-depth analysis, reporting, and communication of the firm’s key metrics
  • Assist with compensation reporting and analysis
  • Develop standard financials and support requests for analysis, including insightful presentation to senior management
  • Assist with peer analytics and improvements to mapping of Peer software, and incorporate peer data with firm key metrics for additional insight
  • Expertise in report building and data governance of data warehouse to support complex reporting
  • Revenue modeling support during annual and quarterly process
  • Assist with development and transition of reports to SSRS and Anaplan
  • Other duties as assigned

Qualifications include:

  • Bachelor’s degree in accounting/finance, MBA preferred
  • 10+ years of finance/accounting experience including financial modeling, forecasting and budgeting, general business analysis
  • Proven analytical skills; strong ability to work with large amounts of data
  • Self motivator, problem-solving skills, ability to prioritize work
  • Strong oral and written communication skills to senior management level
  • Expert Excel skills, knowledge/experience of Data Warehouse Environment and Financial Reporting Tools
  • Understanding of SQL Server commands and ability to access data tables for report writing a plus
  • Helpful:  Anaplan; Aderant Financial Software; SQL; SSRS; Professional Services Environment

This job description is intended to be general and may evolve over time.  It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties.  We are an equal opportunity organization.


Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing nondiscrimination in employment.

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Manager, Strategic Growth

Boston; New York; Washington, D.C.

The Manager, Strategic Growth, will be an energetic, proactive, highly-visible leader on our Strategic Growth team. This business development-focused professional will provide attorneys across practices, industries, and key client teams with the strategy and support they need to generate revenue. Strong interpersonal skills and a track record of successfully applying the sales cycle in professional services will be critical for leading collaborative pursuit teams to identify, develop, and follow through on business development activities. Creating and pursuing revenue growth opportunities at the intersection of our target market, services, and competitive advantages, aligned with our strategy, will be at the core of this role.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Business Development

  • Work with attorneys and Strategic Growth colleagues to identify, qualify, and approach clients, prospects, and referral sources, ensuring alignment with the firm’s go-to-market strategy.
  • Lead new business opportunity pursuit teams, including:
    • managing preparation of customized research / analysis;
    • coaching attorneys on strategy;
    • ensuring diversity of proposed teams;
    • developing targeted presentation materials and responses to RFPs, in collaboration with attorneys and business operations team members;
    • preparing sales teams for external meetings (dress rehearsals);
    • participating in new business meetings alongside attorneys, when appropriate; and
    • conducting regular follow-up on opportunities, including follow-up loss interviews.
  • Coach individual attorneys on creating business plans and applying the sales process to their clients, prospects, and referral sources.
  • Facilitate meetings of and discussions within Collaborative Growth Plan Pursuit Teams as assigned.
  • Oversee the pipeline of opportunities across the firm, including providing periodic reporting and analysis on number and type of opportunities; conversion rates; and other KPIs, utilizing our CRM database as the source of record.
  • Collaborate with leadership to create, implement, and support business development and sales training programs and resources, and work to raise internal awareness of same.
  • Collaborate with practice group management and client relations colleagues on the timely updating of the firm’s Experience database.
  • Serve as key point of contact (internally and externally) for the firm’s two primary global referral networks, Meritas and Pragma.

Account Management

  • Become a trusted advisor to the relationship directors for assigned key clients with growth potential and manage all aspects of those teams, including setting and advancing client growth goals and strategies, incorporating the firm’s strategic direction and priorities.
  • Develop, implement, and measure the firm’s account-based marketing program, working in collaboration with Client Relations colleagues.
  • Coordinate and lead internal client team meetings.
  • Follow up with team members between meetings to keep momentum and ensure follow-through on action items, including providing proactive suggestions and ideas.

While business development will be the primary role and responsibility of the Manager, Strategic Growth, our team members are frequently called upon as generalists and work on marketing communications, innovation, and practice/industry group initiatives as routine responsibilities of their roles.

Requirements:

  • Advanced leadership and management skills for team and business growth.
  • Demonstrated understanding of consultative business development & sales and ability to teach these skills to others.
  • Innate, continuous drive to learn the firm’s capabilities to effectively respond to new business opportunities from strategy to proposed team.
  • Client service is a core value of the firm and a strong emphasis will be placed on this at all times; the manager must emulate this characteristic, both to the Firm’s external clients and also to the internal stakeholders.
  • A Bachelor’s Degree is required, as is a minimum of four years in a sales leadership role, with overall work experience totaling more than 10 years.
  • Proficient in the use of Microsoft Office and database applications.

For more information, please email [email protected]

This job description is intended to be general and may evolve over time.  It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties. 

Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing nondiscrimination in employment.

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Recruitment & Development Specialist

Boston

A key member of the integrated Legal Talent Team, the Recruitment & Development Specialist will play a central role in collaborating with and supporting the team in the areas of legal recruitment, orientation and integration, as well as training and development of lawyers across the firm.  The Recruitment & Development Specialist will work closely with the Senior Manager of Legal Recruitment and play a key role in coordinating the firm’s summer associate program, on-campus interview (OCI) program, and building and strengthening law school relationships. The Recruitment & Development Specialist will also work closely with the Talent Development team to implement practice area and firm-wide training curricula, manage the firm’s Mentoring Program, plan associate and practice group meetings, and administer the Individual Development Plan process.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Legal Recruitment:

  1. Work with the Senior Manager of Legal Recruitment to run the firm’s on-campus interview (OCI) program in support of the firm’s summer associate program;
  2. Work with the Senior Manager of Legal Recruitment to continue to build and strengthen law school relationships;
  3. Develop interview schedules and compile feedback for law students, paralegals and associate candidates;
  4. Take the lead on developing the summer associate calendar and running events, with support from the Senior Manager of Legal Recruitment. This includes scheduling orientation, educational seminars, social events, work assignments and helping to prepare for Summer Committee meetings;
  5. Plan quarterly attorney cocktail parties and the annual attorney reception;
  6. Collaborate with Senior Manager of Legal Recruitment on associate, paralegal and summer associate onboarding and integration;
  7. Provide support to the Senior Manager of Legal Recruitment for key recruiting and diversity events such as mock interviews, resume reviews, job fairs, etc.;
  8. Maintain Legal Recruitment database (Lawcruit) and provide analytical reports and statistics regarding law firm and law school information as needed;
  9. Work with Legal Talent team members to process and complete industry surveys (Vault, Chambers, NALP);

Talent Development:

  1. Work with the Talent Development team to implement practice area and firm-wide training curricula, including driving program planning, collaborating with internal and external faculty, analyzing feedback, and recommending program enhancements;
  2. Work with the Senior Manager of Talent Development and Legal Talent Coordinator to manage CLE compliance for internal and client-facing CLE programs;
  3. Work with the Senior Manager of Talent Development to manage the firm’s Mentoring Program;
  4. Collaborate with relevant planning committees to develop agendas and programming for monthly associate and quarterly practice group meetings;
  5. Work with the Senior Director of Talent Development and Associate Development Directors to administer the firm’s Individual Development Plan process;
  6. Collaborate with Legal Talent team members and other firm business operations leaders on attorney orientation, integration and departures to enhance processes and materials and ensure smooth transitions; and
  7. Work on special department or firm projects as needed.

Qualifications include:

  • Bachelor’s Degree.
  • 4+ years of experience in law firm, law school, or professional services firm supporting recruiting and/or professional development
  • Detail and action-oriented with demonstrated ability to coordinate multiple projects simultaneously.
  • Strong ownership drive, proactive and deadline driven.
  • Strong verbal and written presentation skills.
  • Ability to troubleshoot problems and implement solutions in a fast-paced environment.
  • Ability to build relationships and communicate effectively across all levels.
  • Knowledge and experience with NY CLE Accredited Provider requirements, preferred.
  • Highly Proficient in MS Word, Excel, PowerPoint, CLE tracking software and database management systems.

This job description is intended to be general and may evolve over time.  It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties.  We are an equal opportunity organization.


Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing nondiscrimination in employment.

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Senior Accountant

Boston

Goulston & Storrs, an Am Law 200 law firm, is seeking a motivated, analytical and detailed Senior Accountant to join our team.  Position reports to the Controller and performs accounting functions, analyzes financial data, maintains and develops accounting controls designed to safeguard company assets, and prepares management reports.  The ideal candidate will have a bachelor’s degree in accounting or finance with 5 to 7 years of experience, preferably in a law firm or professional services organization.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Manage month-end and year-end closing, including the preparation, review and posting of journal entries
  • Reconcile and analyze Balance Sheet and Income Statement accounts and Statement of Cash Flows
  • Play key role in preparing annual budget and quarterly forecasts
  • Report monthly budget/forecast variances and analyze trends
  • Prepare internal and external financial statement reporting packages
  • Prepare year-end schedules and act as liaison for external auditors
  • Assist in filing the firm’s corporate tax return
  • Manage fixed assets and calculate depreciation
  • Ensure accuracy, data integrity and compliance with accounting policies and procedures
  • Assist in the analysis and development of internal controls for safeguarding company assets
  • Develop documentation of procedures and recommendations for process improvements
  • Prepare and review bank covenant compliance on a quarterly basis
  • Manage escheatment of unclaimed property
  • Assist with other duties and projects as requested

Qualifications:

  • Bachelor’s degree in accounting or finance required; CPA a plus
  • Professional attitude, reliable and strong work ethic
  • Must be well organized and a self-starter
  • Ability to effectively manage multiple projects simultaneously
  • Must be accurate, detail and deadline oriented, organized and flexible
  • Ability to prioritize and meet tight deadlines and deliver exceptional results
  • Excellent verbal and written communications skills, a must
  • Ability to work independently, as well as part of team

Education/Experience:

  • Minimum of 5 to 7 years of general accounting experience and financial operations
  • Knowledge of standard accounting principles, methods, and applications
  • Ability to set up and maintain financial accounts and ledgers
  • Ability to effectively communicate accounting information, policies, and/or procedures in a manner easily understood
  • Knowledge of finance and accounting control procedures
  • Ability to analyze financial data and prepare financial reports, statements and/or projections
  • Proficient in MS Office
  • Experience in Aderant Expert, Sage (FAS) and/or SQL/SSRS a plus.

This job description is intended to be general and may evolve over time.  It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties. 

Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing nondiscrimination in employment.

For more information: Please email [email protected]

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Knowledge Management Operations Analyst

Boston

Reporting to the Director of Knowledge Management & Research Services, the Knowledge Management Operations Analyst will lead efforts to implement and curate systems that deliver knowledge to the firm. The Analyst will have responsibility for the content/information architecture, implementation and strategy around the KM Platform and data analytics. This is a great opportunity to deliver new knowledge sharing systems that will have an immediate impact. The ideal candidate will have strong interpersonal, organization, and communication skills, and will be adept at working cross-functionally.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Primary Responsibilities

  • Define business requirements, content/information architecture and functional specifications for KM systems
  • Lead the development, implementation, curation, and management of the firm’s KM Platform (intranet replacement)
  • Work collaboratively with stakeholders and user groups to understand business needs
  • Partner with internal teams to implement new systems that create greater access to content and tools
  • Develop a data extraction and presentation architecture in conjunction with existing and planned business systems, such as Intapp and Aderant, to support data analytics
  • Drive management engagement on data consumption
  • Maintain active and open communications to encourage knowledge sharing
  • Contribute to training and onboarding of KM systems, including roll-out plans, communication materials, and support
  • Gather, track and report on the effectiveness of KM systems and identify opportunities for enhancement or modification
  • Stay abreast of industry trends, best practices and the product landscape to meet current business challenges and continue to evolve
  • All other duties as assigned or required.

Core Competencies and Qualifications

  • Strong analytical, critical thinking, and problem solving skills
  • Ability to work collaboratively and effectively with stakeholders and user groups
  • Excellent interpersonal and communication skills
  • High degree of organization with ability to drive projects towards the expected outcomes
  • Understanding of user experience and usability principles
  • Keen interest in promoting the value of knowledge sharing

Education/Experience:

  • 5+ years of experience leading content and information architecture strategy
  • Advanced knowledge and experience with KM / intranet technology solutions
  • Experience in a law firm or professional services environment preferred
  • Bachelor’s degree required

This job description is intended to be general and may evolve over time.  It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties. 

Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing nondiscrimination in employment.

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Sr. Business Systems Analyst

Boston

Reporting to the Director of the Program Management Office (PMO), the Sr. Business Systems Analyst (SBSA) is responsible for the requirements gathering, business analysis and business process improvement activities. In addition, the SBSA will support the PMO initiatives, lead and oversee projects, and mentor the business operations project leads on PMO established methodologies, processes and procedures. The ideal candidate is a results-oriented professional who has strong interpersonal and communication skills and is effective at communicating at all levels of the organization.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Primary Responsibilities:

  • Lead business-process analysis and improvement activities. Partner with key stakeholders to analyze and map current business processes and document process improvements.
  • Gather, analyze and document business requirements. Collaborate with business users to understand and document business requirements and translate them into functional, process and information requirements.
  • Support the PMO in ensuring the growth and success of the business operations teams’ members that act as project managers by providing mentoring and training on the PMO’s established PM tools, processes and procedures.
  • Develop and maintain PM tools and templates in alignment with the PMO methodologies and lifecycles.
  • Guide project teams on the development and maintenance of project documentation and deliverables throughout the project lifecycle.
  • Manage project implementations and schedules, including vendors’ assessment, selection and product implementation. Manage project deliverables, risks and issues.
  • Track and communicate project expectations and status to project teams and other stakeholders in a clear and concise fashion.
  • Continue to develop business and PM related skills.
  • All other duties as assigned or required.

Core Competencies and Qualifications:

  • Strong analytical, problem solving and organizational skills with a keen attention to detail and the ability to translate complex ideas into easy to understand concepts.
  • Excellent interpersonal and communication skills with teamwork and customer service attitude.
  • Ability to work collaboratively and drive teams and projects towards the expected outcomes.
  • Ability to engage and facilitate meetings with large groups of diverse stakeholders and business users.
  • Ability to manage multiple priorities in a dynamic environment.
  • Expertise in utilizing various business analysis, process modeling, and project management systems and proficiency in Microsoft office tools.

Education/Experience:

  • 5+ years business systems analysis experience gathering business requirements, analyzing and mapping business processes, and developing project and end-user documentation.
  • Project management experience. Strong project management skills and demonstrated ability to manage projects from inception to completion. PMO experience a plus.
  • Bachelor’s degree in computer science, business or related field required.
  • PMP certification preferred.
  • Knowledge and familiarity with legal services business or other professional services organizations is preferred.

This job description is intended to be general and may evolve over time.  It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties.

Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing nondiscrimination in employment

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Estate Administration Attorney

Boston

Estate Administration attorney with 6-8 years of estate administration experience to be a leader in our growing estate administration practice.  This position would have the dedicated support of a Director in our Private Client Group and would lead a team of estate administrators.  The ideal candidate would have significant experience in all aspects of administering large and complex estates, including managing the probate process, preparing estate tax returns, collecting and distributing assets, and funding trusts. 

This job description is intended to be general and may evolve over time.  It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties.

Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, age,handicap, disability or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing nondiscrimination in employment.

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