Finance and Billing Specialist

This is a fully remote position, open to applicants in Chile, +6 more countries.

📋 Description

• Participate in cross-training for various functions within the finance department to ensure operational coverage.

• Enter time records and assist in the preparation of billing processes.

• Oversee client cost requests by managing payment collection activities.

• Join weekly finance meetings to review accounts receivable metrics, action items, and operational challenges.

• Prepare, download, and distribute client invoices and account statements efficiently.

• Transfer relevant trust funds for legal fees and costs.

• Review and modify pre-bill comments received from stakeholders in billing and other departments.

• Provide updates on client financial status and trust balance information to legal teams.

• Generate client pre-bills in accordance with weekly billing cycles for review and approval.

• Communicate with clients regarding outstanding balances and payment expectations.

• Participate in firm-wide meetings and contribute to team objectives.

• Maintain records of trust reconciliations and create summaries of trust movements.

• Coordinate invoice approvals with departmental leaders.

• Input client payments into cash flow reports and furnish financial updates to leadership.

• Ensure adherence to internal billing schedules and reporting deadlines.

• Identify areas for enhancing reporting efficiency and workflow effectiveness.

• Document and revise processes and procedures to keep training materials accurate.

• Execute conflict checks and provide administrative support for finance-related tasks.

• Assist finance team members with operational duties during periods of absence or heightened workload.

• Support legal teams by supplying financial reports and account information as required.

• Produce reports that detail client fees, expenses, and financial activities.

⛳️ Requirements

• Availability from Monday to Friday, 8:30 AM to 5:30 PM EST.

• Preferred 2–3 years of prior experience in billing, finance, accounting, accounts receivable, or legal finance settings.

• Experience in managing client invoices, collections, financial reports, and payment processing.

• Familiarity with strict deadlines and handling high-volume financial transactions.

• Proficient in Microsoft Excel, Google Sheets, Rocket Matter, and FileVine.

• Advanced Excel skills, including the use of formulas and reporting functions (MANDATORY).

• Capability to create and maintain financial reports.

• Ability to analyze client balances and trust account activities.

• Strong written and verbal communication skills in both English and Spanish.

• Excellent attention to detail.

• Highly organized with effective time management skills.

• Ability to juggle multiple priorities at once.

• Strong analytical and problem-solving capabilities.

• Consistent ability to meet strict deadlines.

• Professional communication skills with clients.

• Comfortable discussing outstanding balances and collecting payments.

• Able to work independently as well as collaboratively.

• Proactive in identifying and implementing process improvements.

• Advanced proficiency in Microsoft Excel.

• Proficient in Google Sheets.

• Experience with script editing in Google Sheets.

• Willingness to adapt and cross-train on various finance functions.

• Strong sense of accountability and ownership.

• Ability to maintain confidentiality regarding sensitive financial information.

• Process-oriented mindset with a commitment to accuracy.

🏝️ Benefits

• Opportunity to work remotely.

• Recognized as a Great Place to Work Certified workplace.

• Excellent opportunities for professional growth.