Financial Operations Specialist
4 weeks ago
Sepulveda Sanchez Accident Lawyers is a dynamic and growing legal team on a mission to revolutionize the personal injury landscape in California. We're a powerhouse of legal expertise, fueled by our dedication to putting clients first and embracing a culture of teamwork and continuous improvement.
The RoleWe're seeking a talented Bookkeeper to join our team, playing a key role in managing our financial operations and supporting our firm's growth and success. As our Bookkeeper, you'll be responsible for handling bank reconciliations, preparing financial reports, and ensuring compliance with financial regulations.
Responsibilities- Manage bank reconciliations for operating and client trust accounts
- Keep case settlements organized and detailed, ensuring accuracy in attorney fees, costs, and client allocations
- Handle payments and audits for case expense line of credit with accuracy
- Manage working capital line of credit, ensuring smooth operations
- Manage accounts payable and receivable processes
- Ensure compliance with financial regulations while processing transactions accurately
- Dive into daily banking activities with efficiency
- Transfer attorney fees and costs from trust account to operating account under dual control systems
- Generate insightful financial reports to track progress and inform decision-making
- Maintain the integrity of our general ledger and trust balance
- Timely invoice payments and payroll processing, ensuring smooth operations
- Ensure case breakdowns are accurate and work with lien negotiator on timely payment with confidence and expertise
- Manage personal accounts payable for managing attorney
- Issue client settlement checks and medical provider checks
- 3 to 5 years of proven experience as a Bookkeeper, preferably within the legal industry/personal injury field
- Strong understanding of accounting principles and financial regulations
- Proficiency in accounting software and MS Office, with advanced Excel skills
- Exceptional attention to detail analysis and organizational abilities
- Excellent communication and interpersonal skills
- Ability to thrive in a fast-paced environment and under pressure
- Experience with bank reconciliations and financial reporting preferred
- Associates Degree or Bachelor's degree in Accounting, Finance, or a related field preferred
- Knowledge of QuickBooks and legal practices is a plus
- Knowledge of case management software CASEPEER, a plus
- Paid Holidays
- Health Insurance (available after 90 days)
- Paid Vacation and Sick Leave
- Great Culture
- 401k with employer match, after eligibility requirements met
Starting $55,000-$75,000 per year
Paid Time OfferTechnology Driven firm
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