Description
The Revenue Operations Analyst is a senior, partner-facing role responsible for end-to-end ownership of the revenue lifecycle across an assigned portfolio of partners and matters.
Acting as a strategic advisor, the Revenue Operations Analyst combines commercial insight, financial oversight, and operational execution to optimize revenue performance, drive realization, and enhance cash flow.
This role is built on a “single point of accountability” model,one individual owning the process from matter inception through billing and collection,while developing trusted relationships with partners and influencing key financial decisions.
Strategic Partner Relationship Management
- Serve as the primary financial advisor to assigned partners, building strong, trusted relationships at a senior level
- Coordinate matter inception and ongoing matter maintenance, including review of matter setup details, billing rates, eBilling matter IDs, client billing requirements, and client name/address accuracy to ensure compliance with engagement terms and billing guidelines.
- Partner with Pricing and Rates teams to ensure matters are correctly configured in 3e and applicable eBilling platforms prior to invoice submission.
- Lead structured WIP, billing, and AR review discussions, providing clear recommendations and driving decisions
- Influence partner behavior through data-driven insights on realization, billing strategy, and collections
- Anticipate risks and opportunities across the partner portfolio and proactively recommend solutions
- Act as a thought partner on client-specific strategies, including complex billing arrangements, fee structures, and dispute resolution
End-to-End Revenue Ownership
- Own the full revenue lifecycle: budget validation, WIP management, proforma generation, billing, and collections
- Ensure timely and accurate billing aligned with engagement terms, client guidelines, and internal controls
- Drive billing discipline and accountability, ensuring matters are billed promptly and efficiently
- Oversee AR strategy, including escalation of aged balances and coordination of collection efforts
- Maintain full visibility over portfolio performance, ensuring no revenue leakage
Commercial & Financial Leadership
- Provide advanced financial analysis at the matter and partner level, including realization, margin, and working capital metrics
- Advise on rate strategy, discounts, and fee arrangements, ensuring alignment with firm and client expectations
- Support partners in navigating complex financial scenarios (e.g., budget overruns, write-offs, alternative fee arrangements)
- Translate financial data into clear, actionable insights that drive decision-making
Operational Oversight & Execution
- Update and maintain the forecast file for each assigned partner
- Lead the proforma-to-invoice process, ensuring high-quality outputs and efficient turnaround times
- Coordinate across billing/eBilling, and AR teams to ensure seamless execution
- Ensure compliance with client billing guidelines, eBilling requirements, and internal policies
- Resolve complex billing issues, including rejections, disputes, and system-related challenges
- Manage the monthly accrual process for assigned partners and matters, including preparation, analysis, tracking, and communication of accrual estimates and revenue recognition updates.
- Monitor matter financial performance and proactively identify issues related to rates, budgets, realization, collections, eBilling compliance, and matter profitability.
Process Improvement & Governance
- Identify and implement process improvements to enhance efficiency, accuracy, and scalability
- Establish and enforce best practices across the revenue cycle
- Maintain high-quality data integrity across financial systems
- Contribute to the development of reporting frameworks and performance dashboards
Qualifications & Experience
- Degree in Finance, Accounting, Business, or equivalent experience
- 5+ years of experience in legal billing, revenue management, or professional services finance
- Demonstrated experience working directly with senior stakeholders or partners
- Strong understanding of complex billing structures, e-billing platforms, and client guidelines
Key Skills & Competencies
- Executive Presence: Ability to influence and advise senior partners with confidence and credibility
- Ownership Mindset: End-to-end accountability with a proactive, solutions-driven approach
- Commercial Acumen: Deep understanding of profitability, pricing, and revenue drivers
- Relationship Management: Strong interpersonal skills with the ability to build trust and drive alignment
- Analytical Expertise: Advanced Excel and financial analysis capabilities
- Operational Excellence: Ability to manage complexity while maintaining accuracy and efficiency