Financial Operations Specialist
24 hours ago
Boutique law firm seeks a full-time Financial Specialist to work in the finance department. The successful candidate will work closely with the head of billing and attorneys to oversee the control, monitoring, and collection of accounts receivables.
This is an in-office position that requires close collaboration with attorneys and clients. The Financial Specialist will be responsible for:
Key Responsibilities:- Working with attorneys and staff to create, distribute, edit, post, and submit bills using various delivery methods.
- Reviewing monthly attorney time entries.
- Preparing reports on billing and collections data.
- Ensuring effective monitoring and management of outstanding accounts receivable, unapplied funds, and collection efforts.
- Assisting partners and clients with inquiries or concerns regarding unpaid or underpaid invoices.
- Processing payments for retainers, invoices, etc., and accurately applying fees and costs in TABS.
- Working with the billing team to resolve inquiries or issues regarding the billing and collections process.
- Reviewing credit card expenses and assigning them to the correct general ledger accounts.
- Performing accounts payable duties.
- Bachelor's degree in accounting or finance.
- Superior organizational, communication, and time management skills.
- Skilled in Microsoft Office, with a particular focus on Outlook and Excel.
- Experience with TABS3 is a plus.
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