Financial Terms Management Analyst

Summary

The Financial Terms Management Analyst plays a key role in ensuring Sidley's financial terms are accurately captured, implemented, and maintained throughout the client-matter lifecycle. The Financial Terms Management function centralizes ownership of financial terms to reduce downstream errors, enhance compliance, and promote operational consistency across the revenue cycle.

Partners with the Conflicts and New Business team to review and validate financial terms for both new and existing clients during the intake process. Ensures all terms align with client agreements and firm policies.

• Review and validate financial terms during the new business intake process to ensure completeness and accuracy.
• Verify that terms submitted through the New Business Form align with supporting documents, existing client agreements, and internal revenue policies.
• Correct and update financial-term entries in the New Business Form as needed.
• Collaborate with the Conflicts and New Business team to identify clients and matters requiring further review, approval, or escalation.
• Ensure intake information and finalized client financial terms are clearly documented and communicated so the Implementation sub-team can accurately configure them in the firm's financial systems.

Responsible for accurately setting up, maintaining, and communicating financial terms in the firm's financial systems.

• Analyze financial terms and configure them in 3E, ensuring accuracy, policy compliance, and alignment with client agreements.
• Perform quality checks to verify that implemented terms are complete and consistent with intake data.
• Clearly document and communicate finalized financial terms to Billing and other revenue teams, including providing guidance on executing complex arrangements.
• Implement timekeeper billing rates for new and existing timekeepers, including ad‑hoc and annual rate updates.
• Monitor and maintain client volume discount arrangements, ensuring accurate calculation, tracking, and reporting.

Interprets and applies client‑originated guidelines to ensure firmwide adherence and consistency. Supports dispute resolution and develops compliance education and prevention tools.

• Review financial sections of client‑originated guidelines or agreements, coordinating with the Contracts and Compliance team to ensure proper integration into firm practices.
• Investigate invoice disputes, identify root causes, and coordinate corrective actions with Billing, eBilling, and Accounts Receivable teams.
• Oversee contractors responsible for reviewing time entry narratives for compliance with client and firm requirements.
• Develop training materials, tools, and guidance for timekeepers and partners to promote compliance awareness.
• Identify trends and collaborate with other Financial Terms Management teams to implement preventative solutions and improve processes.

Supports continuous improvement efforts and strategic initiatives across all Financial Terms Management sub‑teams.

• Support team leadership in identifying and evaluating process improvements and automation opportunities by providing observations, feedback, and relevant data from daily activities.
• Assist team leadership with the documentation of current workflows, procedures, and training materials to inform process reviews and updates.
• Provide input and logistical support to team leadership on special projects focused on technology enhancements, process improvements, and workflow optimization.
• Provide general support to assist the team with other business process activities and priorities as needed.

$77,000 - $94,000 if located in Illinois or California

To perform this job successfully, an individual must be able to perform the Duties and Responsibilities above satisfactorily and meet the requirements below. The requirements listed below are representative of the minimum knowledge, skill, and/or ability required. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the job.…