Commercial Credit Analyst assessing creditworthiness of corporate clients for BAC, a financial institution focusing on sustainable banking practices. Analyzing financial data and ensuring compliance with credit regulations.
About the role
- Senior Client Rate Analyst managing fee arrangements and compliance within the firm. Collaborating with multiple teams to drive revenue optimization and support firm-wide initiatives.
Responsibilities
- Lead the implementation of newly negotiated rate agreements and other pricing arrangements.
- Ensure non-standard fee agreements are accurately documented, approved, and maintained in accordance with firm policies.
- Track and monitor agreement terms, conditions, expiration dates, and rate change allowances.
- Maintain an organized repository of fee agreements and supporting documentation.
- Lead the annual review and adjustment process alongside the pricing team for clients eligible for rate changes.
- Manage same for clients with off-cycle adjustments.
- Analyze client rate agreements to determine eligibility and timelines for annual rate adjustments.
- Coordinate with attorneys, Billing and Ebilling teams, and Pricing to implement rate changes in financial systems.
- Monitor rate activation and ensure accurate updates across all downstream billing platforms.
- Work closely with the Pricing team to evaluate non‑standard rate proposals and provide operational insights.
- Partner with FP&A on analytics, forecasting, and financial reporting related to client rate performance.
- Collaborate with Billing and Ebilling teams to troubleshoot rate discrepancies and ensure accurate billing outcomes.
- Coordinate with Collections to address rate‑related issues impacting accounts receivable.
- Prepare regular and ad‑hoc reports on rate usage, exceptions, compliance metrics, and upcoming rate adjustments.
- Identify trends, risks, and opportunities related to client fee arrangements and rate structures.
- Recommend process improvements that enhance accuracy, efficiency, and firmwide rate governance.
Requirements
- Minimum of 4-6 years of experience in pricing, billing operations, financial analysis or rate administration – preferably within a law firm or professional services environment.
- Bachelor’s degree in Finance, Accounting, Business Administration or related field. May be substituted for relevant legal work experience.
- Strong proficiency in financial and billing systems (e.g., Aderant, Elite 3E, or similar platforms).
- Advanced Excel skills, including pivot tables and data analysis.
- Familiarity with Ebilling platforms and rate validation tools.
- Exceptional analytical and problem-solving abilities.
- Ability to effectively manage multiple projects with competing deadlines and perform well under pressure.
- Must be adaptable and flexible to meet changing needs and priorities.
- Excellent communication skills and the ability to collaborate across departments and various levels across the firm including attorneys, clients, colleagues and firm leadership.
- Ability to communicate complex information in an effective manner.
- Strong attention to detail and commitment to data accuracy.
- Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365.
Benefits
- comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners
- life and AD&D insurance
- short and long term disability insurance
- tax-advantaged accounts for health care expenses, including FSAs and HSAs
- FSAs for dependent care
- health advocacy services
- behavioral health and counseling resources for all family members
- 401(k)
- profit sharing
- pre-tax transit and parking program
- backup dependent care
- senior care planning support
- resources for individuals with development disabilities and their caregivers
- paid holidays and other paid time off, including paid leave for new parents
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Commercial Credit Analyst I analyzing creditworthiness of clients from a financial perspective for BAC Credomatic. Responsible for credit portfolio quality through rigorous financial analyses and credit recommendations.
Portfolio Analyst role at Hiscox managing project portfolio management solutions and vendor management. Ensuring data accuracy, supporting procurement processes, and tracking performance in a hybrid work environment.
Senior Competitor Analyst at Barclays developing insights on competitive landscape and customer strategies. Leading research programs to strengthen Barclays' competitive advantage.
Tool Integration Analyst for Boeing improving manufacturing processes and collaborating on tooling projects. Requires experience in manufacturing operations and cross - functional teamwork in a fast - paced environment.
Senior Credit Analyst supporting financial strategy and risk management at Uline. Managing customer credit evaluations and assessments based in Pleasant Prairie, WI.
Support Affordable Housing Mortgage Bankers in loan processing and client relations. Collaborate with underwriting and assist in financial modeling for new financing opportunities.
Senior Corporate Actions Analyst overseeing a team responsible for corporate action data research and securities processing at Fidelity. Collaborating with business partners and ensuring data accuracy and timeliness in delivery.
Senior Analyst in Commercial Credit team managing underwriting and credit risk. Responsible for analyzing financial information and collaborating with relationship managers.
Senior Settlements Analyst specializing in Managed Services at Gentrack, leveraging service industry experience to enhance customer success and operational excellence.