Legal Billing Coordinator

Who you'll work with

The successful candidate will report to Senior Manager, Business Planning within Corporate Affairs Division.

What you'll do

• Independently coordinate and facilitate execution of highly privileged and confidential legal invoices

• Collaborate closely with finance (accounts payable) during the mid-year and year-end accrual collection from law-firms, ensuring timely and accurate data.

• Meticulously record invoice details while discretely managing and coordinating sensitive information narratives with discretion

• Conduct thorough, in-depth reviews of each invoice covering transactional investment work, NDAs, engagement letters, employment, immigration, and litigation matters - ensuring processing as required

• Diligently capture and record GL codes, matter numbers (Investment Counsel Team, Enterprise Legal Services, and DealCloud) and ensure alignment with up-to-date information from both finance department and Legal

• Maintain precision in distinguishing direct vs indirect invoices, ensuring all the discounts are (appropriately validated and recorded), and addressed to the appropriate entities in various regions

• Track and manage data related to matters overseen by the legal team using multiple methods of tracking to ensure ongoing accuracy

• Ensure portfolio registration invoices contain adequate data and allocate to appropriate business cost centres

• Create various reports for auditors, investment counsel, enterprise legal, executive team, board, Senior Managing Director & Global General Counsel, Investments, Managing Director & Global General Counsel, Enterprise Legal Services, Deputy Chief Legal Officer, and Chief Legal & Corporate Affairs Officer on as needed basis using tools such as Microsoft Dynamics, Power BI and Excel

• Special projects as assigned by manager

• Monitor external counsel spend and discounts proactively identifying and reporting any discrepancies to the Investment Counsel, Tax and Enterprise Legal Teams

• Confidently seek additional information from various levels of external counsel (partners, senior counsel)

• Prepare and deliver periodic status reports to the Business Planning team proving updates on workload and highlighting any issues or concerns

• Ensure invoices are processed promptly and efficiently, following up as necessary to avoid delays

• Effectively manage and prevent late invoice processing, ensuring compliance with timelines

• Conduct quarterly audits of periodic reports provided by from external counsel managing and resolving any discrepancies.

• Autonomously manage Legal Invoices inbox and daily workload with minimal to no supervision

• Exercise sound judgment in handling confidential data ensuring appropriate distribution and safeguarding of sensitive information.

• Responsibly manage process from start to finish maintaining professional conduct and strictly adhering to Teachers’ policies and guidelines

What you'll need

• Bachelor’s or college degree

• 3-5 years of experience in financial or similar industry

• Intermediate knowledge of accounting principles

• Excellent Excel skills and strong knowledge of other Microsoft suite skills (Power Point, Word, Power BI, Dynamics 365)

• Familiarity with FSM system is an asset

• Intermediate Math skills

• Knowledge of global currencies and exchange rates

• Excellent computer and process improvement skills

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