Client Credit Analyst - Taguig, Pilipinas - Baker McKenzie

    Baker McKenzie
    Baker McKenzie Taguig, Pilipinas

    2 linggo ang nakalipas

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    Paglalarawan

    The Client Credit Analyst will accurately research, analyze, and finalize client credit claims across all Member Firms. Client Credit is a rewards program for Baker McKenzie attorneys. Ultimately, the role holder will be required to make financial decisions regarding the attorneys' efforts in attracting new work to the firm.

    Responsibilities:

    • Research and analyze claims to determine the appropriate compensation rate to be paid to the claimant (i.e. BM attorney). The decision-making processes must be performed per the BM
    • Client Credit Rules, Interpretations, and Procedures
    • Assist in evaluating complex situations using multiple sources of information, exercising good analytical skills, and evaluating judgment based on analyzing factual and qualitative information
    • in complicated and/or novel situations
    • Develop a firm understanding of the BM Client Credit Rules, Interpretations, and Procedures. Remote training sessions and a thorough study of the client credit manual will be required
    • Learn to navigate the various client credit databases, SAP software, and Intapp Open (client intake system)
    • Update internal reports on the corporate structure of BM clients. This will require online research with the aid of Dun & Bradstreet
    • Assist in filing client credit claims, including preparation of required documentation in compliance with the Client Credit Rules for submission to Client Credit Administration (CCA)
    • Compose clear and concise questionnaires for BM attorneys to complete; expected to apply their professional business writing experience (i.e. proper tense, grammar, and punctuation)
    • Follow up with the CCA Manager on any outstanding or pressing claims.
    • Monitor incoming work assignments, ensuring that all assigned tasks are completed within the agreed turnaround time and reflect a very high quality of output.
    • Work independently to complete assigned tasks and responsibilities to meet agreed objectives
    • Perform other duties as may be assigned

    Skills and Experience:

    • Bachelor's degree required
    • Some demonstrable finance experience (including decision-making) in a professional services environment required
    • Financial experience within the legal industry preferred
    • Excellent English verbal and written communication skills
    • Must be a strong reader that makes logical conclusions
    • Strong problem-solving and analytical skills
    • Technical Skills: Microsoft Office suite of products, including Outlook, Word, and Excel (i.e. sorting, pivot tables, and basic formulas)
    • Interpersonal Skills: liaise with people at all levels of the firm
    • Must have the confidence to escalate concerns, ask questions, and issue tough decisions (diplomatically)
    • Collaborative team player that offers follow-ups through their initiative
    • Effective time management; must successfully adapt to changing priorities and work demands
    • Ability to produce quality results under significant time constraints with minimal supervision
    • Ability to analyze data across the business to make informed decisions