Financial Operations Specialist

2 days ago


Beverly Hills, California, United States Novate Legal Search Full time
About the Job

Novate Legal Search is seeking a highly skilled Accounting Specialist to join our team in the Beverly Hills office. As an Accounting Specialist, you will play a critical role in supporting the day-to-day operational needs of the Accounting, Billing, and Collections teams. Your primary responsibilities will include managing firm accounts payable, accounts receivable, collection efforts, and new matter management, as well as serving as the primary backup for firm payroll.

Key Responsibilities:

• Record and reconcile daily cash receipts accurately and efficiently

• Process Accounts Payable invoices and prepare checks in a timely manner

• Ensure all new firm matters are properly opened in the Aderant system, with conflicts checks, engagement letters, and other procedural elements completed

• Monitor and manage outstanding accounts receivable and collection efforts to minimize delinquencies

• Provide attorneys with thoughtful analysis and recommendations on billing and collection of balances, ensuring timely and accurate invoicing

• Participate in the monthly distribution of pre-bills to partners for review and revisions, ensuring seamless completion of suggested revisions and finalization of invoices

• Complete ad hoc billing requests as needed, ensuring timely and accurate invoicing

• Contribute to department and firm-wide special projects, collaborating with key personnel in various departments as appropriate

• Develop expertise with the Aderant program and ensure seamless integration with other firm systems

Requirements:

• Self-motivated, detail-oriented, and effective problem solver with strong written and verbal communication skills

• Superior attention to detail, excellent organizational skills, and ability to multi-task and prioritize tasks effectively

• Strong technology skills, including intermediate to expert level Excel skills

• Working knowledge of Aderant is required, with SQL knowledge viewed favorably

Qualifications:

• A four-year degree in Accounting, Finance, Business, or a related field is required

• 4+ years of relevant accounting and/or billing experience, with legal industry experience preferred; experience with Aderant billing and legal accounting software is a plus

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