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Accounting Settlement Specialist

2 months ago

Kansas City, Missouri, United States DiPasquale Moore Full time
POSITION TITLE: Accounting Settlement Specialist

REPORTS TO: Manager of Settlement Accounting

SALARY: Competitive salary based on experience

EMPLOYMENT TYPE: Exempt

Qualifications:
  • Minimum of 1 year of comprehensive accounting or settlement experience.
  • Strong proficiency in MS Office, accounting software, and databases.
  • Advanced skills in Microsoft Excel.
  • Bachelor's degree in Accounting, Finance, or a related discipline.
Role Purpose:

The Accounting Settlement Specialist will support the Settlement Team by managing essential accounting tasks that facilitate client payments.

Key Responsibilities:
  • Ensure accuracy and consistency in client-facing settlement summaries.
  • Develop settlement summaries and packages for legal representatives.
  • Process and print checks from settlement funds.
  • Reconcile activities related to settlement accounts.
  • Manage undeposited checks and notify attorneys accordingly.
  • Conduct daily bank deposits for various entities and document related ACH transactions.
  • Extract data from the accounting system for reporting purposes.
Essential Skills:
  • Experience in a law firm is preferred but not mandatory.
  • Detail-oriented approach
    • Review entries made by others and accurately record high volumes of transactions.
  • Effective time management
    • Prioritize tasks to prevent bottlenecks, assist attorneys and clients, and manage daily essential duties.
  • Strong communication and teamwork skills
    • Clearly articulate decisions and findings, assist colleagues, and seek help when necessary.
  • Problem-solving abilities
    • Identify solutions for existing and emerging challenges, enhancing efficiency and accuracy.
  • Proficient in software applications:
    • Microsoft Office Suite - Outlook, Word, Excel.
    • SharePoint and OneDrive.
    • Adobe Acrobat.
    • Familiarity with Sage Intacct and Neos/Needles is advantageous.
Employee Benefits:
  • Comprehensive benefits package including health, vision, and dental insurance.
  • 401(k) retirement plan with matching contributions up to 4%.
  • Generous paid time off policy - 3 weeks (120 hours).
  • Paid holidays.
  • Work-life balance with no excessive hours required.
  • Stability as a key member of a dynamic team in a growing law firm.
DiPasquale Moore, LLC is committed to providing equal employment opportunities and prohibits discrimination and harassment of any kind. This policy applies to all aspects of employment, including recruitment, hiring, promotion, and training.