Business Intelligence Analyst

The Data Service Business Intelligence Analyst II ("Business Intelligence Analyst II") for Wolters Kluwer, Fulfillment Center of Excellence will be responsible for performing the quality assurance testing for the Legal Bill Analysis Center of Excellence (LBACOE). The Legal Bill Analysis ("LBA") process involves the prompt, accurate and efficient auditing of electronically submitted legal fee and expense invoices submitted by law firms and vendors of our clients.

The Business Intelligence Analyst II provides guidance and expert feedback to business unit and other internal partners, especially the CIOx Data Science Team, on a variety of bill review scenarios. Specifically, they will be considered a subject matter expert in various practice areas and legal billing best practices. The ultimate goal of Business Intelligence Analyst II is to fully leverage their robust legal knowledge base to assist in building accurate, high-quality artificial intelligence models that aid the legal bill review.

The Business Intelligence Analyst II extracts core legal concepts at the heart of the invoice, analyzing the full legal context of the invoice in line with our clients' billing guidelines and communicating this analysis with recommendations to internal partners. As such, this role may be required to provide traditional LBA invoice review and/or quality assurance tasks by making initial or additional adjustments to previously adjusted invoice line-item entries, as well as corrections to adjusted and non-adjusted invoice lines.

The Business Intelligence Analyst II resolves technical problems through working understanding with a range of technologies used in LBA Data Service. This role also assists with, and at times oversees the development, implementation, and management AI modules, which includes, but is not limited to resolving client or team inquiries, managing release schedules, training, and metrics review and analysis. This role may also support sales and guideline benchmarking as necessary.

ESSENTIAL RESPONSIBILITIES

Core Legal Bill Review Responsibilities

• Drive the results of the LBACOE quality assurance process, as follows:
• Conduct review invoice lines, applying specialized legal subject matter expert knowledge to context of legal invoice line items.
• Verify the compliance to legal billing guidelines by law firms and vendor submitting invoices.
• Verify the accuracy of the UTBMS task codes (Fee, Activity and Expense codes) applied to invoice line items.
• Independently make adjustments to invoice line items as necessary based on his or her assessment of the legal context of the invoice while utilizing specialized his or her legal subject matter expert knowledge to extract core critical legal terminology and concepts. Document reasons for any additional adjustments made to invoice line items, identifying the billing guideline violated and the rationale for the amount adjusted.
• Forward the audited and peer-reviewed legal invoice through the review chain as required.
• Promptly and professionally resolve law firm appeals, as follows:
• Address law firm requests for reconsideration of adjusted amounts while utilizing careful judgment, legal knowledge and utmost professionalism while upholding integrity of the legal billing process.
• Work with law firms in a professional manner via legal expert-to-expert written communications to carefully resolve disputed adjusted invoice line items using sound independent discretion and vast legal knowledge base.
• Efficiently and accurately review appealed legal invoice entries.

Data Service Responsibilities

• Perform the invoice review analysis, specifically, but not limited to the Data Service initiative within the Legal Bill Analysis Center of Excellence (LBACOE).
• Drive expert assessment of the legal context and terminology in invoices and data files and assigned Data Service AI output.
• Analysis and deconstruction of client billing guidelines and legal services agreements into code-based formats to be leveraged by Data Service and AI experts.
• Validate and certify accuracy of Data Service AI generated file outputs through multiple levels of iteration per client and per project until desired results are achieved
• Heavy team collaboration and solutioning in team review and analysis through strong understanding of LBA Data Service AI.
• Develop and implement LBA Data Service AI logic through deep domain expertise of Data Service AI and subject matter expertise.
• Mentor & Coach LBA Data Service team members in general and by way of query resolution, training, etc.
• Manage development, refinement, and performance of two or more AI modules of Data Service
• Coordinate module creation and release schedule for same with Data Service AI team
• Manage and assist with AI logic enhancements and technical issues related to current AI modules and rules
• Handle customer escalation/ internal AI team or Review team escalation log for designated module
• Other responsibilities and tasks as needed or required.

Additional Responsibilities and Skills:

• Support internal management in documenting performance metrics for internal use and use with clients and law firms.
• Strong understanding of legal terminology and claims legal situations, multijurisdictional exposure preferred.
• Using sound discretion and legal expertise, analyze and condense legal service agreements to produce effective operational outputs meeting and, in some cases, exceeding customer expectations.
• Excellent computer skills with the ability to learn the electronic legal bill submission and auditing software
  Sound command of the English language- grammar, syntax and style- - including an understanding of the conventions of punctuation and capitalization
• Strong Microsoft Excel and data analysis skills
• Effective communication skills - ability to obtain information from others and deliver information to others orally and in written form
• Ability to carry out detailed written or verbal instructions; ability to respond to requests effectively and efficiently

JOB QUALIFICATIONS

Education, Experience, Knowledge and Tools

Minimum Experience: Graduate Degree, JD, and 3-6 years industry (bill review/legal industry) or 1-2 years Data service experience:

• Experience with legal billing processes is an advantage, but not necessary
• Familiarity of the federal and/or state rules of civil procedure.
• Strong understanding of legal terminologies.
• Experience with law firm is also preferred.

Preferred Experience:

• Prior US and International legal invoice review and analysis experience in a legal invoice analyst role.
• Prior experience in auditing claims litigation.
• Experience in handling appeals of legal invoice claims adjustments.
• Prior experience with direct communication with law firms in a legal invoice review context.
• Experience with handling conflict with law firms, in writing and telephonically.
• Ability to effectively communicate legal analysis to those with varying levels of legal expertise.
• Highly developed communication skills, including both excellent written and verbal skills.

Required Competencies:

• Communications: Strong arbitration and organizational skills are critical to being successful in this role. Strong communications skills and the ability to organize and motivate team members in a matrix environment are essential.

• Team Work: Must work collaboratively with people within LBACOE and throughout the entire WK organization, while providing constructive feedback to LBACOE from the BUs.

• Problem Solving: Capable of independent thinking and rendering sound decisions. Astute at identifying and engaging the necessary resources to help in decision making. Takes quick actions to identify and resolve the cause of any problem. Proactive in nature.
• Leadership: Exhibits individual control over day to day responsibilities as well as the ability to work collaboratively with other BUs to produce results.
• Planning and Organizing: Must be able to implement plans with the purpose of achieving short and long term goals. Must be able to prioritize in order to accomplish these goals in a given time period.
• Technology: Has the ability to partner with experts in the technology field to identify technology gaps and requirements necessary to develop position and impactful solutions.
• Learning: Ability to acquire new or modify existing knowledge to support a changing market place and workforce. Can demonstrate a capability to learn by study, experience, or instruction.
• Initiative and Enterprise: Is self-directed and has the ability to translate ideas into action and get things done.

Tools:

• Knowledge Microsoft Office Suite ( Word, Excel, PowerPoint, Outlook), Understanding of AI, Gen AI

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.