Provide executive leadership to Finance Technology for Navy Federal Credit Union. Develop strategic plans and oversee Finance Technology product lifecycle operations.
BL
Hybrid Billing and Financial Assistant
Posted last month
About the role
- Billing and Financial Assistant supporting finance operations at Brown Gren Abraham & McCracken LLC. Managing daily bookkeeping, billing, and trust accounting tasks in Denver, Colorado.
Responsibilities
- Record daily financial transactions, including deposits, payments, and journal entries.
- Reconcile bank, credit card, and client trust accounts monthly.
- Organize and code vendor invoices; prepare batches for approval.
- Maintain general ledger and trust account records.
- Prepare financial reports, spreadsheets, and audit documentation.
- Process medical invoice payments via Bill.com.
- Post client payments promptly to ensure up-to-date accounts receivable.
- Generate draft invoices (pre-bills) for attorney review and track approvals.
- Post client payments promptly and monitor outstanding balances.
- Maintain billing system data, including client/matter details and rates.
- Enter billing adjustments, write-offs, and corrections.
- Assist with invoice appeals and monthly accrual reports.
- Onboard new employees into billing platforms.
- Open new files and run conflict checks.
- Download and manage incoming ShareFile data.
- Maintain closed file checklist with paralegals.
- Download medical records and distribute incoming faxes.
- Automate billing software tasks.
- Serve as a backup to the Finance Manager by depositing incoming payments and processing reimbursements as directed.
Requirements
- An associate degree in Accounting, Finance, or related field is required; a bachelor’s degree is preferred.
- 2+ years of bookkeeping or billing experience; legal/professional services strongly preferred.
- Familiarity with legal trust accounting rules is a plus.
- Proficiency in accounting/billing software (QuickBooks, Clio, LEAP, Timeslips) and Microsoft Office.
- Strong attention to detail, organizational skills, and confidentiality.
- Effective communication and teamwork skills.
- Ability to remain in a stationary position for prolonged periods.
- Must occasionally lift and move up to 15 lbs.
Benefits
- Compensation range: $52,000 - $60,000/yr (DOE)
- Medical insurance, Employee Assistance Program (EAP), Health Savings Account, and GYM Reimbursement Program
- Dental Insurance
- Vision insurance
- Accident insurance
- 401(k) retirement savings plan/immediate 100% vesting
- Flexible working hours
- Casual but professional work environment
- Ability to work a hybrid remote schedule.
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