Financial Systems Analyst

Overview

This position involves day-to-day administration, configuration, and support of the organization’s financial systems. The role works closely with business partners across Finance, Revenue Management, Billing, Accounting, and Human Resources to gather requirements, translate them into functional specifications, and deliver system solutions.

The position may be performed remotely, but the selected candidate must reside near the Dallas, New York, or Washington, DC office.

Responsibilities

• Administer and support financial systems, including:
  • Aderant Expert Classic
  • Aderant Expert Framework (Expert Billing, Expert Collections, Expert Rate and Expert Image)
  • iTimekeep
  • Intapp Open
  • Chrome River
  • BillBlast
  • Other related systems
• Gather requirements with business partners and translate them into functional specifications for financial systems.
• Set up and maintain timekeeper rates, including annual standard rate uploads, new hire, promotion, summer and fall associate rates, rate changes, and rate end dates.
• Set up and maintain clients, matters, timekeepers, and billing teams, including employee, client development, partner expense, estate planning, and other non-billable matters, as well as timekeeper FTE changes.
• Administer user security and access, including iTimekeep setup, work groups, app groups, security policies, and inactivation of access for departing personnel.
• Develop and maintain SSRS reports, alerts, and ad hoc queries for Finance, Revenue Management, Billing, and Accounting.
• Create and modify DocuDraft bill templates, matter options, and disbursement codes.
• Monitor and maintain data integrity, including clearing locks and blocks, correcting error entries and corrupt records, and performing data clean-up and mass updates.
• Support data mapping and integrations between Aderant and other systems, including Workday, Intapp, VersaPay, and Onyx.
• Participate in month-end and year-end closing activities.
• Assist with testing new customizations, software releases, and upgrades, and support firm initiatives and new system implementations.
• Provide Help Desk support for financial systems and troubleshoot user and system issues.
• Create and maintain functional documentation and user guides; participate in cross-training within the team.
• Identify and recommend process improvements and automation opportunities.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in accounting, finance, information systems, computer science or a related field required.
• Minimum of 4 years of relevant experience.
• Experience with the Aderant Expert suite required, including rate, timekeeper, client/matter and billing setup.
• Working knowledge of Microsoft SQL Server Management Studio and T-SQL required.
• Strong understanding of law firm financial processes, including time entry, rates, billing, collections, and month-end close.
• Ability to gather business requirements and translate them into clear functional specifications.
• Strong analytical skills and attention to detail, with a focus on data accuracy and integrity.
• Excellent oral and written communication skills, including the ability to communicate detailed and complex information.
• Strong problem-solving skills and ability to learn quickly.
• Ability to manage multiple priorities and adjust to changing priorities in a professional manner.
• Ability to work independently and within a team.
• Willingness and ability to assume new tasks and responsibilities.
• Strong service orientation; ability to establish and maintain effective working relationships with users, peers, office and firm management, and outside business partners.
• Ability to work well under pressure, facilitate solutions, and meet deadlines and milestones.
• Commitment to the team and to professional growth and development.

Preferred Qualifications

• Experience with Aderant Expert strongly preferred.
• SSRS report development experience preferred.
• Working knowledge of Aderant Expert security setup and customization tools, including DocuDraft, Security Manager and View Editor, preferred.
• Advanced proficiency in Microsoft Excel.

Compensation & Benefits

• FLSA status: Exempt
• Schedule: 9:00 AM to 5:30 PM
• Position type: Full-Time/Regular

Anticipated base salary range:

• New York: $100,000 to $125,000
• Washington, DC: $95,000 to $120,000

The actual salary offered will be based on factors including relevant education, qualifications, years of relevant experience, certifications or other professional licenses held, job-related knowledge and skills, business needs, and the location from which the work will be performed. Salary or hourly wages may be only part of the total compensation package, which may also include health and other insurance benefits, financial and/or other benefits (including 401(k) eligibility), a discretionary bonus, and various paid time off benefits.

Location

Remote work is available, but the candidate must reside near the Dallas, New York, or Washington, DC office.