Finance Generalist
2 weeks ago
Job Description
Bernstein Shur, a New England-based law firm that advises clients across the U.S. and around the world, is seeking a Finance Generalist, as part of the Finance Department, based out of our Portland, Maine office.
POSITION OVERVIEW:
This position as Finance Generalist will be a versatile role within our Finance organization, assisting in multiple functions within the Finance department. This position is a great opportunity for the right candidate to be exposed to many facets of small business finance. The ideal candidate is a results-driven, detail-oriented professional who can effectively meet deadlines in a fast-paced environment. Although relevant experience is a plus, this organization is dedicated to investing in and adequately training the ideal candidate to add to our collaborative team of professionals.
Job Requirements
DESIRED SKILLS & QUALIFICATIONS
•
Associate degree required
•
Two years of previous experience, preferably a professional services industry
• Excellent written and verbal communication skills
• Superior people/interpersonal skills
• Keen ability to communicate and collaborate effectively with employees at all levels
• Work discreetly with confidential information
• Must be proactive, accountable and have excellent judgment
• Detail-oriented and able to work in a fast-paced environment while maintaining accurate data input
Job Responsibilities
RESPONSIBILITIES INCLUDE
Initiate conflict of interest database searches using the firm 3E Time and Billing system
Review and verify that conflict searches are complete and accurate
Disseminate conflict search reports for review and approval
Review submitted documentation for completeness and conduct follow-up as appropriate for new clients and matters set up
Enter and maintain all relevant clients/matters data
Document approval and declinations of clients/matters
Respond to inquiries and requests promptly, with courtesy and efficiency
Other finance department tasks including but not limited to the following:
Onboard/offboard tasks
- Close and reopen clients/matters
- Update attorney designations for clients/matters
- Update all relevant timekeeper data
- Generating 3E reports such as client and matter lists as requested
- Process declined clients/matters
- Work with cross-functional areas within the Finance department to fulfill the business needs of the Firm
- Provide backup support for Finance Staff and functions (i.e. Accounts Receivable & Collections, Cash Receipts, Accounts Payable & Trust Accounting).
Job Benefits
BENEFITS PACKAGE:
• Excellent medical, dental, and vision insurance
• Group life and disability insurance
• Financial wellness program
• 401(k) employer match and profit sharing
• 23 days PTO in the first year of employment
• 11 paid holidays
• Free parking
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