Senior Financial Operations Coordinator

4 days ago


San Francisco, United States Cornerstone Research Full time
Cornerstone Research Overview

We are a leading economic and financial analysis firm providing expert testimony in commercial litigation and regulatory proceedings. Our team of experts works with clients across various industries, providing innovative solutions to complex problems.

About the Role

This is an exciting opportunity for a detail-oriented Senior Client Accounting Coordinator to join our team in Boston or San Francisco. As a key member of our client accounting department, you will be responsible for streamlining the intake process, ensuring accurate data entry, mentoring junior team members, and developing comprehensive documentation.

Your Key Responsibilities

* Set up and maintain case data, including special bill rates, discounts, and disbursement overrides, in compliance with client billing and e-billing guidelines.
* Work with Practice Development and other Corporate and Admin Departments to ensure case data is updated for their reporting needs.
* Collaborate with the Manager, Client Accounting and Financial Systems to program data quality checks for various data setup requirements not currently captured in our Case intake software.

What We Offer

* A competitive base salary of $64,800 - $83,700 per annum, based on your skills and experience, plus performance bonuses and benefits package.
* The opportunity to work with a talented team of experts in economics, finance, accounting, and marketing.
* A supportive and collaborative work environment that fosters growth and development.

Requirements

* 3+ years of experience in accounting, billing, data management, or client intake related roles.
* In-depth knowledge of data management and service provider billing software, preferably Aderant.
* Strong analytical and problem-solving skills, with attention to detail and ability to troubleshoot technical issues.
* Excellent communication and interpersonal skills, with ability to work effectively with cross-functional teams.
* Bachelor's degree in a relevant field, or equivalent combination of education and experience.

Location

Boston or San Francisco offices.

Why Join Us?

At Cornerstone Research, we value diversity, equity, and inclusion. We are committed to creating a workplace culture that is welcoming and inclusive for all employees. We believe that our differences are strengths and that together, we can achieve great things.

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