Job Opening: Elevate

Job Role: Team Lead- Finance & Accounting Services

Location: Gurgaon

PQE: 6+ years

Responsibilities & QualificationsSpecifically, the Team Lead – Finance and Accounting Services will

  • Supervise team of billers, assign work, and monitor their workload.
  • Participate in billing work, along with the billing team Review and verify accuracy of billing and supporting documentation as required.
  • Liaise with the client onshore billing group to ensure the offshore billing team is meeting all firm standards, raise questions and concerns, and collaborate on process improvements.
  • Become an expert in the client’s billing system software, answer questions for the offshore billing team, and/or provide solutions to software challenges.
  • Maintain and update procedural manuals as needed.
  • Research and respond to inquiries regarding billing issues and problems.
  • Become familiar with and apply Firm billing policies.
  • Mentor and coach staff. Provide professional development opportunities to them and seek them for yourself.
  • Ensure that all billers understand the billing system’s functionality and use it appropriately.
  • Collaborate with the onshore billing manager to improve processes.
  • Provide periodic reports to client onshore billing manager, re: work progress and status of monthly billing goals.
  • Ability to effectively interact and communicate with onshore billing managers, attorneys, and secretaries.
  • Review department workload and make recommendations on staffing levels.
  • Participate in recruitment.
  • Hold department meetings to communicate expectations, request and provide workload updates, seek, and recommend process improvements, and open dialog to improve morale and engender team spirit.
  • Utilize computerized accounting software programs ( Aderrant , Excel, Word).
  • Ensure strict confidentiality at all times


  • 6+ years of related experience, with 1-2 years of team leader experience preferred.
  • Experience working in a growing, fast-paced organization with a dynamic environment.
  • Excellent track record in previous client support/customer Service engagements.
  • Experience working directly with a US, AU or UK client.
  • Aderrant knowledge required.

Skills For Success

  • Strong workflow, time management, and prioritization skills.
  • Ability to coordinate multiple projects with deadlines and changing priorities.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Access, and MS Project).
  • Strong written and verbal communication.
  • Strong interpersonal and client relationship skills.
  • Strong ability to work collaboratively.
  • Strong attention to detail Analytical and problem-solving skills.
  • Accounting Software like Elite MS Office MS SharePoint

Technical Skills

  • Drafting client invoices, sharing with matter responsible lawyers for review.
  • Saving prebills and dispatched copies of invoices to document management system.
  • Managing invoices rejected by client in eBilling platforms – Prepare appeal spreadsheet and saving these to relevant matter in DMS.
  • Assisting with opening new matters, saving documents in DMS for new matters.
  • Generating billing reports including WIP report, overdue invoices report with ageing.
  • Application of payments received to outstanding AR invoices.
  • Issuing credit notes to clients and applying these to the outstanding report.
  • Issuing remittance advices and statement of accounts.
  • Submitting invoices to eBilling platform.
  • Moving payments from general trust to office account and vice-versa, per trust compliance.
  • Preparing trust requisitions and seeking approvals from clients and partners.
  • Conducting weekly, bi-monthly, monthly trust reconciliations.
  • Maintaining matter-wise trust client files.
  • Assisting trust auditors seeking files/documents during audits.


  • Bachelor’s degree required (Bachelor in Commerce), and C.A.(Chartered Accountant) or MBA in Business, Accounting or related field is preferred but not required

Apply here

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