Contract Intake Analyst

Position Summary:

Berkeley Research Group seeks an experienced Contract Intake Analyst. The candidate must be flexible and committed to quality, customer service, and teamwork. 

The role reports to the Lead Contracts Specialist and is responsible for providing exceptional service to the Firm’s personnel, clients, and subcontractors while maintaining strict confidentiality.  Qualified candidates must possess critical thinking skills, attention to detail, and a commitment to high-quality and accurate work product. They must maintain a professional manner while supporting the Firm and departmental goals in a dynamic and energetic environment.

Duties include but are not limited to:

• Review all new contracts/engagement letters to analyze the implications and obligations of each, consulting with other departments as necessary to ensure a full understanding of the terms and conditions.
• Interpret contracts and set up projects to identify and flag appropriately to ensure correct financial statement recognition of revenue.
• Enforce the New Business Intake protocol to ensure new projects are set up accurately.
• Provide understanding and application of client billing guidelines to Experts and Billing staff.
• Accurately set up projects to reflect correct bill frequency, recipient(s)/payor(s), billing arrangement (hourly, fixed fee, phase/milestone, etc.), appropriate VAT/GST/Income/Withholding/Excise taxes for international clients, and all other invoicing requirements, including e-billing, Purchase Orders, budget information, etc.
• Create and maintain documentation of Project Intake process and workflow.
• Enter rate exceptions and/or rate exception groups on new and existing projects along with entering rate exceptions for independent contractors.
• Create and maintain task code lists, applying to matters as appropriate.
• Coordinate with Research Services and Data Analytics teams for proper allocation of contractual research charges.
• Update project attributes as they change throughout the life of the project.
• Liaise with GL, FP&A, tax and other teams as required.
• Process matter closure requests.
• Manage quarterly project closure process.
• Ad hoc projects and requests.

Required Skills/Qualifications:

• Associate and/or bachelor’s degree from an accredited college or university preferred.
• Minimum two (2+) years of experience in a position utilizing similar skill sets.
• Strong analytical and reasoning skills – ability to understand how data interrelates and to follow the logical progression of process and workflow.
• Strong ability to work under pressure without compromising accuracy and completeness.
• Dependable and able to work independently and as part of a team to complete tasks while maintaining a positive and proactive attitude.
• Detail-oriented with a heavy focus on accuracy all while responding to numerous ongoing requests and a fluctuating workload.
• Ability to keep multiple tasks in motion and conduct timely follow up to ensure completion within stated deadlines.
• Excellent communication skills, both oral and written, including the ability to communicate clearly and concisely with clients and individuals throughout the firm including high level management, legal staff, professional staff, and peers.
• Exceptional organizational and time management skills.
• Ability to prioritize tasks and requests.
• Microsoft Office Suite, InTapp, eBillingHub

Additional Qualifications:

• Background in legal billing, conflicts, finance, data analysis is a plus.
• Knowledge of ASC 606 Revenue Recognition concepts is a plus.
• Paralegal background or contract accountant preferred
• Elite 3E, Workday or similar professional services financial & accounting platform.

Salary Range: $60,000-$85,000

Candidate must be able to submit verification of their legal right to work in the U.S., without company sponsorship.

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