V107- Finance and Billing Specialist

Overview

This role supports financial operations within a fast-paced legal environment. The Bilingual Financial and Billing Assistant will manage client billing and financial reporting, assist with trust account transactions, and support collections and invoice preparation with accuracy and compliance to internal deadlines.

Responsibilities

• Cross-train on finance department functions to provide operational coverage.
• Upload time entries and assist with billing preparation processes.
• Manage client cost requests by coordinating payment collection activities.
• Attend weekly finance meetings to discuss accounts receivable metrics, action items, and operational issues.
• Prepare, download, and distribute client invoices and account statements.
• Transfer applicable trust funds for legal fees and costs.
• Review and revise pre-bill comments received from billing and department stakeholders.
• Provide client financial status updates and trust balance information to legal teams.
• Generate client pre-bills according to weekly billing cycles for review and approval.
• Communicate with clients regarding outstanding balances and payment requirements.
• Attend firm-wide meetings and contribute to team objectives.
• Maintain trust reconciliation records and generate trust movement summaries.
• Coordinate invoice approvals with department leaders.
• Upload client payments into cash flow reports and provide financial updates to leadership.
• Ensure compliance with internal billing schedules and reporting deadlines.
• Identify opportunities to improve reporting efficiency and workflow effectiveness.
• Document and update processes and procedures to maintain accurate training materials.
• Perform conflict checks and administrative finance-related support tasks.
• Support finance team members with operational tasks during periods of absence or increased workload.
• Assist legal teams by providing financial reporting and account information as needed.
• Generate reports detailing client fees, expenses, and financial activity.

Requirements

• Schedule: Monday through Friday 8:30 AM to 5:30 PM EST.
• 2-3 years of previous experience in billing, finance, accounting, accounts receivable, or legal finance environments preferred.
• Experience managing client invoices, collections, financial reports, and payment processing.
• Experience working with strict deadlines and high-volume financial transactions.
• Software and Tools: Microsoft Excel, Google Sheets, Rocket Matter, FileVine.
• Advanced Excel skills, including formulas and reporting functions (MANDATORY).
• Ability to generate and maintain financial reports.
• Ability to analyze client balances and trust account activity.

Required Skills

• Strong written and verbal communication skills in English and Spanish.
• Excellent attention to detail.
• Highly organized with strong time management abilities.
• Ability to manage multiple priorities simultaneously.
• Strong analytical and problem-solving skills.
• Ability to meet strict deadlines consistently.
• Professional client communication skills.
• Comfortable discussing outstanding balances and collecting payments.
• Ability to work independently and collaboratively.
• Proactive approach to identifying and implementing process improvements.
• Advanced proficiency in Microsoft Excel.
• Proficiency in Google Sheets.
• Script editing experience in Google Sheets.
• Adaptability and willingness to cross train on multiple finance functions.
• Strong sense of accountability and ownership.
• Ability to maintain confidentiality with sensitive financial information.
• Process-oriented mindset with commitment to accuracy.

Compensation & Benefits

• Monthly compensation range: 1015 - 1100 USD.

Location

• Work Shift: 8:30 AM - 5:30 PM [EST][EDT] (United States of America).

Languages

• English