Note: The job is a remote job and is open to candidates in USA. Ogletree Deakins is a labor and employment law firm representing management in employment-related legal matters. The Portfolio Analyst serves as a primary revenue partner to assigned Managing Directors, overseeing collection efforts, aged accounts, portfolio reporting, and escalation processes. The role analyzes financial information, presents recommendations to senior leadership, and coordinates follow-through with Revenue Specialists and accounts receivable teams.
Responsibilities
- Serve as the primary revenue partner to assigned Managing Directors, overseeing collection efforts for the MD’s full portfolio
- Monitor aged accounts across assigned portfolios, ensuring compliance with the Firm’s A/R and escalation policies
- Ensure escalation protocols are followed by Revenue Specialists and identify accounts requiring MD-level review
- Prepare and present recommendations to Managing Directors regarding actions for aged and critically aged accounts
- Meet regularly with Managing Directors (at least monthly, cadence determined by the MD) to review portfolio performance
- Conduct portfolio review meetings that include discussion of escalated aged accounts, actions taken since prior meetings, and next steps
- Recommend suspension of new work for clients with critically aged balances in accordance with Firm policy
- Review individual attorney portfolios to ensure compliance with Firm A/R standards
- Evaluate write-off requests for significantly aged accounts after all standard collection efforts have been exhausted
- Identify situations requiring MD assistance when responsible attorneys are unresponsive on collection matters
- Document MD decisions and communicate outcomes and required actions to Revenue Specialists and A/R teams
- Oversee implementation of MD decisions from prior meetings and track progress on outstanding accounts
- Compile and analyze portfolio-level reporting with an emphasis on aged and at-risk balances
- Collaborate with Revenue Specialists to assess collection activity, client creditworthiness, and recommend next-step actions
- Run and analyze regular reports on individual attorney portfolio aging and share insights with Managing Directors
- Monitor attorney departures and ensure impacted accounts are reassigned promptly to avoid disruption in collection activity
- Analyze complex insured accounts to review billing and payments for purposes of reconciliation of outstanding accounts receivable and unallocated cash; advise Managing Directors of identified issues and recommended steps to resolve
- Perform additional duties and special projects as assigned
Skills
- • 3+ years of experience in revenue, accounts receivable, billing, or financial analysis (law firm or professional services environment preferred)
- • Strong analytical, organizational, and communication skills
- • Ability to present financial information and recommendations clearly to senior leadership
- • Proficiency in Microsoft Excel and reporting tools; experience with A/R systems preferred
- • Ability to manage multiple portfolios, deadlines, and priorities in a fast-paced environment
- This position may be remote, but the successful candidate must reside in a state where we have a physical office
- • Bachelor's Degree in Finance, Accounting, Business, or a related field preferred
Benefits
- This position may be remote, but the successful candidate must reside in a state where we have a physical office.
- Paid Time Off
- Paid Sick Leave
- A 401(k) matching program
- Profit Sharing
- Paid Holidays
- Paid Parental Leave
- Affordable Health and Life Insurance including Dental & Vision coverage
- Health Savings Account /Flexible Spending Accounts to help offset the cost of dependent care and/or health care expenses
- Tuition Reimbursement
- An Employee Assistance Program
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