Finance Operations Analyst

Responsibilities include

Partner Inventories

• Researching and settling work-in-progress (WIP) and on-account inventories for partners as requested by Legal Finance Operations Manager.
• Conducting regular reviews of partner inventory aging reports to identify balances requiring action, escalation, or resolution.
• Assisting management with obtaining information on WIP, A/R, on-account, and trust balances and recommending appropriate actions, including write-offs, transfers, and/or billing/collections opportunities.
• Coordinating with Billing Team to apply on-account balances towards WIP and outstanding balances.
• Supporting the escalation process for unresolved or problematic inventory, including preparation of supporting documentation for write-off approvals.
• Assisting with inventory reconciliation and clean-up related to partner departures, lateral transitions, or matter transfers.
• Monitoring and tracking the status of escalated inventory items through resolution, ensuring timely follow-up in accordance with firm policy.
• Collaborating with Finance, Collections, New Matters, and Pricing teams to facilitate accurate inventory management and support coordinated resolution of complex billing matters.
• Participating in ad hoc projects as requested by Legal Finance Operations Manager.

Qualifications

• Must have the ability to effectively communicate with all levels of personnel, have excellent attention to detail, and the ability to work well under pressure.
• Position requires outstanding written and verbal communication skills and excellent organizational skills.
• Applicant should possess an analytical mindset and should have the ability to understand, execute, and communicate complex fee agreements.

Experience

• A Bachelor's degree in Business, Accounting, Finance, or related field is required.
• Minimum of two years prior experience in legal billing, pricing, or finance is required.
• Candidate must have strong technology skills, including MS Office Suite (with an emphasis on Excel), and an ability to leverage technology in work processes.

Compensation & Benefits

• The annual compensation range for this position is $70-95k. The salary offered within this range will depend upon qualifications and other operational considerations.
• Benefits offered for this position include health care; retirement benefits; paid days off, including sick time, and vacation time; parental leave; basic life insurance; Flexible Spending Accounts; as well as discretionary, performance-based bonuses.
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