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Financial Systems Specialist
Job Description
Financial Systems Specialist
Company Overview:
Our client, a reputable organization in the legal or professional services sector, is committed to leveraging innovative financial technology solutions to enhance operational efficiency and client service.
Role Overview:
We are seeking a highly skilled Financial Systems Specialist to support and optimize legal billing platforms and financial applications. This role serves as a vital link between Finance, Billing, and IT teams, ensuring seamless system functionality and supporting core financial processes.
Key Responsibilities:
- Configure, maintain, and optimize legal financial systems such as Aderant, Elite, or 3E, including workflows, templates, and user permissions.
- Troubleshoot system issues related to billing, accounts receivable, and finance functions; perform root cause analysis and implement solutions.
- Collaborate with Billing teams to support invoicing, e-billing, rate management, and client-specific billing needs.
- Develop and run complex reports using system tools and SQL to facilitate billing operations and financial analysis.
- Manage integrations between financial systems and third-party tools including e-billing vendors and reporting platforms.
- Act as subject matter expert, translating business needs into technical configurations.
- Support system upgrades, testing, and documentation, including user acceptance testing (UAT).
Requirements:
- Proven experience configuring and supporting legal financial systems (Aderant preferred; Elite or 3E acceptable).
- Strong knowledge of legal billing processes, including time entry, billing cycles, e-billing, and collections.
- Technical proficiency in SQL and reporting tools; capable of analyzing large datasets.
- Experience troubleshooting application and data issues within financial platforms.
- Ability to bridge technical and functional teams, translating billing requirements into system solutions.
Nice-to-Have Qualifications:
- Experience working directly with system vendors (e.g., Aderant support).
- Exposure to system integrations, APIs, or data workflows between financial platforms.
- Background in a law firm or professional services firm environment.
Career Impact:
- Opportunity to play a critical role in optimizing legal billing systems, impacting billing accuracy and efficiency.
- Exposure to advanced financial systems and integration projects, enhancing technical expertise.
- Collaborate with cross-functional teams, fostering leadership and problem-solving skills.
- Join a dynamic organization committed to innovation and professional growth.
Equal Opportunity:
The Phoenix Group Advisors is an equal opportunity employer, dedicated to fostering a diverse and inclusive workplace. We welcome applicants from all backgrounds and do not discriminate based on race, gender, age, religion, sexual orientation, or other protected categories.
Ready to leverage your technical expertise and make a meaningful impact? Apply today to join a forward-thinking team dedicated to excellence in financial systems management.
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