Project Management
Project management method:
- Planning. Understand the project’s scope and timeline as well as learning what the executive suite wants to accomplish and their abilities.
- Initiation. Create milestones and set deadlines to the project’s overall due date. Develop a set schedule for deliverables to helps organise day-to-day, long-term and dependant responsibilities.
- Execution. Carry out project delivery alongside the executive.
- Performance and resource tracking. Track progress, resolve bottlenecks, initiative collaborative discussion, complete actions.
- Review. Review project successes and what needs improvement for future project and process optimisation planning.
Financial Management
- Arrange WIP updates and billing cycles according to client matter requirements.
- Ensure knowledge and recording of client/matter fee deals and discount rates for billing purposes.
- Work with Billing team to proactively manage WIP and attend routine WIP meetings with stakeholders.
- Communicate regular fee updates as appropriate.
- Prepare personalised letters to accompany client invoices when required.
- Assist with bad debt management and communicate with clients regarding bad debt as required.
- Monitor local budgets and cost schedules.
- Liaise with accounts for tasks such as: raising proformas, processing invoices/POs, time recording (ensuring application of correct phases and detailed narratives), 1st draft bill narrative edits (review work once complete), write off actions, WIP reports.
Marketing and Business Development
- Act as key client contact.
- Proactive upward management of business development and other firm-wide initiatives.
- Utilise Salesforce to maintain client contacts and client programme activities, and track deal activity.
- Research prospective clients and draft capability statements and other supporting collateral for more speculative opportunities.
- Support with 1st stage draft pitch documents, working with the pitch team as required.
- Ensure CVs, biographies and social media profiles are maintained.
- Support with coordination of team submissions to legal authorities.
- Support with organisation of internal and external events, hearings, conferences etc,