Matter Budget Specialist
Other
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Quick Summary
Overview
Responsible for preparing and updating matter budgets using standard and client-specific templates in support of accurate and timely budget submissions. Compiles fee, cost, rate,
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Responsible for preparing and updating matter budgets using standard and client-specific templates in support of accurate and timely budget submissions. Compiles fee, cost, rate, and staffing data from accounting data sources, prepares draft budgets ready for review, revises inputs and assumptions as directed, enters approved budgets into various accounting templates and formats files ready for submission through client e-billing systems.
Prepares and submits standard and client-specific matter budgets using historical hours, rates, fees, and costs, incorporating scope, staffing, rates, timing, and other assumptions provided or approved by partners and practice managers.
Uses Microsoft Excel and other department software to compile and organize fee, cost, rate, and staffing data for standard and client-specific budget templates, and verifies template calculations, staffing assumptions, phase and task code allocations, and client-required fields as provided by partners and practice managers before submission.
Coordinates with financial reporting and data analysts to define data requirements and obtain accurate, complete, and timely standard or customized datasets for matter budget preparation.
Reviews client billing guidelines, prior submissions, and required client-specific budget templates to confirm that each budget complies with current formatting, content, and submission requirements.
Maintains complete and current records of submitted and approved budgets, supporting documentation, and revisions in designated tracking systems.
Tracks assigned matter budget requests including responsible practice manager, client submission deadlines, completion status, and follows up on outstanding items with practice managers as necessary.
Maintains current matter budgeting procedures, template instructions, and related reference materials, and notifies supervisor of recurring data issues.
Communicates budget status, outstanding information needs and submission deadlines clearly and professionally to team members and practice managers while maintaining effective working relationships.
Uses Microsoft Excel and other department software to compile and organize fee, cost, rate, and staffing data for standard and client-specific budget templates, and verifies template calculations, staffing assumptions, phase and task code allocations, and client-required fields as provided by partners and practice managers before submission.
Coordinates with financial reporting and data analysts to define data requirements and obtain accurate, complete, and timely standard or customized datasets for matter budget preparation.
Reviews client billing guidelines, prior submissions, and required client-specific budget templates to confirm that each budget complies with current formatting, content, and submission requirements.
Maintains complete and current records of submitted and approved budgets, supporting documentation, and revisions in designated tracking systems.
Tracks assigned matter budget requests including responsible practice manager, client submission deadlines, completion status, and follows up on outstanding items with practice managers as necessary.
Maintains current matter budgeting procedures, template instructions, and related reference materials, and notifies supervisor of recurring data issues.
Communicates budget status, outstanding information needs and submission deadlines clearly and professionally to team members and practice managers while maintaining effective working relationships.
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Associate's degree (A.A.) or equivalent from two-year college or technical school; and minimum of two to three years related experience and/or training within the accounting/finance function; or equivalent combination of education and experience.
Must have advanced Excel spreadsheet experience.Location & Eligibility
Where is the job
Kansas City, United States
On-site at the office
Who can apply
US
About this job
- Who can apply
- United States
- Posted
- Today
Listing Details
- First seen
- November 4, 2026
- Last seen
- November 4, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 57%
- Scored at
- November 4, 2026
Signal breakdown
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External application
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