Intake Specialist / Intake Analyst
: Job Details :


Intake Specialist / Intake Analyst

Matura Farrington

Job Location : all cities,CA, USA

Posted on : 2024-11-06T18:07:25Z

Job Description :

Matura Farrington is partnering with a prominent firm in Los Angeles to fill an immediate opening for a skilled Intake Analyst. This role is ideal for a detail-oriented professional eager to leverage your organizational skills and expertise to support the firm's billing and compliance processes.

This role requires a candidate with 3-5 years of experience in a large professional services environment. Initially, the position will require in-office training for five days, followed by one day in the office each week.

Key Qualifications:

  • Strong attention to detail and excellent written and verbal communication skills.
  • Highly organized with exceptional follow-up abilities.
  • Advanced proficiency in Excel (including tables, pivot tables, charts, and basic functions like VLOOKUP and conditional formatting); familiarity with Word is also necessary.
  • Experience with case management or billing software is a plus.

Responsibilities:

  • Collaborate with internal teams to set up and maintain client-related records and guidelines.
  • Manage cost exceptions and handle billing edits to resolve discrepancies.
  • Establish and enforce billing rules in accordance with client requirements.
  • Ensure all necessary documentation for client onboarding is collected and tracked, following up as needed.
  • Review reports to add new team members to relevant projects in a timely manner.
  • Generate and distribute reports on client and project metrics to senior management and stakeholders.
  • Assist with additional projects related to intake and billing as required.
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