Financial Coordinator

2 weeks ago


Tampa, Florida, United States MattLaw Full time
Job OverviewPOSITION SUMMARY: The Financial Coordinator role at MattLaw involves the supervision and administration of various financial accounts, including client trust funds, operational accounts, and client expense accounts across multiple entities.

This position entails responsibilities such as financial planning, budget management, and collaboration with the marketing team and operations director. Additionally, it includes conducting internal audits of financial records and ensuring thorough reconciliation of accounts.

KEY RESPONSIBILITIES:
  • Oversee all financial accounts, which includes:
    • Management of checking accounts
    • Reconciliation of intercompany transactions
    • Credit card management
    • Loan oversight
    • Preparation of closing statements for client cases
    • Development of cost statements for individual clients
  • Administer case closures
    • Input checks for client case disbursements
    • Coordinate disbursement schedules
    • Reconcile case closures
    • Manage deposits of trust funds
  • Bookkeeping duties
    • Compile information for the firm's CPA
  • Oversee lines of credit
  • Prepare payroll
  • Handle Human Resources tasks
  • Monitor and remit Florida Sales and Use Tax
  • Report monthly financial activities by company

QUALIFICATIONS AND SKILLS REQUIRED:
  • Bachelor's Degree in Accounting or Finance
  • Must be bondable by a surety
  • Professional demeanor and punctuality
  • Strong organizational skills with meticulous attention to detail
  • Ability to efficiently complete projects within set deadlines
  • Robust analytical and problem-solving capabilities
  • Excellent communication and interpersonal skills
  • Positive attitude, cooperative nature, and a team-oriented mindset
  • Capacity to perform well under pressure while managing multiple projects
  • Proficient in Quickbooks, Quicken, Microsoft Excel, Outlook, Word, and Slack

BACKGROUND CHECK AND REFERENCES WILL BE REQUIRED


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