Portfolio Analyst

Summary

Ogletree Deakins is a labor and employment law firm representing management in employment-related legal matters. The Portfolio Analyst serves as a primary revenue partner to assigned Managing Directors, overseeing collection efforts, aged accounts, portfolio reporting, and escalation processes. The role analyzes financial information, presents recommendations to senior leadership, and coordinates follow-through with Revenue Specialists and accounts receivable teams.

Responsibilities

• Serve as the primary revenue partner to assigned Managing Directors, overseeing collection efforts for the MD’s full portfolio
• Monitor aged accounts across assigned portfolios, ensuring compliance with the Firm’s A/R and escalation policies
• Ensure escalation protocols are followed by Revenue Specialists and identify accounts requiring MD-level review
• Prepare and present recommendations to Managing Directors regarding actions for aged and critically aged accounts
• Meet regularly with Managing Directors (at least monthly, cadence determined by the MD) to review portfolio performance
• Conduct portfolio review meetings that include discussion of escalated aged accounts, actions taken since prior meetings, and next steps
• Recommend suspension of new work for clients with critically aged balances in accordance with Firm policy
• Review individual attorney portfolios to ensure compliance with Firm A/R standards
• Evaluate write-off requests for significantly aged accounts after all standard collection efforts have been exhausted
• Identify situations requiring MD assistance when responsible attorneys are unresponsive on collection matters
• Document MD decisions and communicate outcomes and required actions to Revenue Specialists and A/R teams
• Oversee implementation of MD decisions from prior meetings and track progress on outstanding accounts
• Compile and analyze portfolio-level reporting with an emphasis on aged and at-risk balances
• Collaborate with Revenue Specialists to assess collection activity, client creditworthiness, and recommend next-step actions
• Run and analyze regular reports on individual attorney portfolio aging and share insights with Managing Directors
• Monitor attorney departures and ensure impacted accounts are reassigned promptly to avoid disruption in collection activity
• Analyze complex insured accounts to review billing and payments for purposes of reconciliation of outstanding accounts receivable and unallocated cash; advise Managing Directors of identified issues and recommended steps to resolve
• Perform additional duties and special projects as assigned

Skills

• • 3+ years of experience in revenue, accounts receivable, billing, or financial analysis (law firm or professional services environment preferred)
• • Strong analytical, organizational, and communication skills
• • Ability to present financial information and recommendations clearly to senior leadership
• • Proficiency in Microsoft Excel and reporting tools; experience with A/R systems preferred
• • Ability to manage multiple portfolios, deadlines, and priorities in a fast-paced environment
• This position may be remote, but the successful candidate must reside in a state where we have a physical office
• • Bachelor's Degree in Finance, Accounting, Business, or a related field preferred

Qualifications

Must Haves

• • 3+ years of experience in revenue, accounts receivable, billing, or financial analysis (law firm or professional services environment preferred)
• • Strong analytical, organizational, and communication skills
• • Ability to present financial information and recommendations clearly to senior leadership
• • Proficiency in Microsoft Excel and reporting tools; experience with A/R systems preferred
• • Ability to manage multiple portfolios, deadlines, and priorities in a fast-paced environment
• This position may be remote, but the successful candidate must reside in a state where we have a physical office

Nice to Haves

• • Bachelor's Degree in Finance, Accounting, Business, or a related field preferred

Benefits

• This position may be remote, but the successful candidate must reside in a state where we have a physical office.
• Paid Time Off
• Paid Sick Leave
• A 401(k) matching program
• Profit Sharing
• Paid Holidays
• Paid Parental Leave
• Affordable Health and Life Insurance including Dental & Vision coverage
• Health Savings Account /Flexible Spending Accounts to help offset the cost of dependent care and/or health care expenses
• Tuition Reimbursement
• An Employee Assistance Program