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Financial Systems Manager

2 months ago


Chicago, United States Cordia Resources by Cherry Bekaert Full time

Are you a self-starter and an innovative thinker? Our Chicago-based client is looking for a Financial Systems Manager who can help take their firm to the next level. If you possess a working knowledge of the legal industry, enjoy tackling complex challenges, and think beyond the obvious, we want to meet you.


As a Financial Systems Manager, you will have the opportunity to directly impact the business. You will work closely with firm leadership, attorneys, Accounting, IT, and other support staff teams to build and create impactful reporting that leads to actionable insights. You will also oversee system upgrades with the Technology and Accounting teams.


Key Responsibilities:

  • Manage and oversee the firm's financial reports and systems, ensuring data integrity and system efficiency.
  • Assist with the accounting system conversion, including system balancing, mapping current reports, creating new reports, and adding system alerts.
  • Keep the new accounting system and reporting updated and relevant. Identify and solve issues with the data by leading software upgrades and/or changing processes.
  • Operate and manage other add-on financial systems, such as iTimeKeep and Laurel passive timekeeping.
  • Oversee the financial integrity of the financial data on our intranet and complete the monthly upload to Thomson Reuters Financial Insights.
  • Create, prepare, and update various financial reports and communicate findings effectively to senior leadership and staff to provide actionable insights for business decisions and improvement.
  • Build relationships with staff and attorneys, understand business, practice group, attorney, and client needs.
  • Support accounting and other staff groups across the firm in managing financial system data/report requests.


Essential Qualifications:

  • A bachelor's degree in accounting or finance is required.
  • Minimum of five years of experience with financial reporting and financial systems, preferably in the legal industry.
  • Advanced knowledge of Aderant, 3E, or a high-end professional service reporting system, including a strong understanding of time and billing systems.
  • Foundational business acumen in the legal and/or professional services industry.
  • Strong verbal, written communication and problem-solving skills, with experience presenting to leadership teams.
  • High proficiency in Excel, including formulas such as lookups, sumifs, and pivot tables.
  • Advanced experience working with various reporting and analytical platforms and tools.
  • Ability to design and improve existing financial processes through analysis and research.
  • A demonstrated history of solving multiple and complex challenges through critical thinking and requiring cross-functional collaboration.


Preferred Qualifications (but not necessary):

  • Certified Public Accountant or other certifications preferred.
  • General understanding of SQL and working knowledge of SSRS.
  • Experience with other financial systems and tools used in the legal industry, such as Concur and InTapp.


Don't miss out on this exciting opportunity to make an impact on a leading firm. Apply now