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Financial Operations Specialist
2 months ago
We are seeking a highly skilled and detail-oriented Bookkeeper to join our team at Sepulveda Sanchez Law. As a Bookkeeper, you will play a vital role in managing our financial operations and supporting our firm's growth and success.
Key Responsibilities- Handle bank reconciliations for both operating and client trust accounts.
- Keep our case settlements organized and detailed, ensuring accuracy in attorney fees, costs, and client allocations.
- Handle payments and audits for our case expense line of credit with accuracy.
- Manage our 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 Attorneys Fees and Costs from Trust Account to Operating Account under dual control systems.
- Generate insightful financial reports to track our 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 the 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
- Core Values
- 401k with employer match, after eligibility requirements met
- Salary: starting $55,000-$75,000 per year
- Paid Time offer
- Technology Driven firm
