Financial Specialist managing financial operations and performance for client practices at Perkins Coie. Collaborating with multiple teams to ensure effective financial services.
Responsibilities
The Financial Specialist is the single point of contact for select partners or clients regarding the financial operation and performance of their practice
Review initial client/matter intake, oversee time entry and Work in Progress review
Proforma distribution and retrieval, coordination with billing and collections teams
Provide financial services by integrating partner and client operations
Engage in client-appropriate proforma review and submittal process
Regularly review time entries for compliance and provide guidance
Confirm invoices are posted and delivered to clients timely
Monitor accounts receivable and work with collections team as needed
Provide client financial reporting and additional reports as needed
Requirements
Five years of professional services or accounting experience required
Four-year undergraduate degree or equivalent preferred
Familiarity with accounting terminology and concepts
Proficiency with MS Office
Familiarity with Elite 3E, Proforma Tracker, or other digital pre-bill platforms relevant to the legal industry preferred
Ability to express self effectively, both orally and in writing
Above average problem-solving and systems-thinking skills
Strong eye for detail and critical-thinking skills
Benefits
Health insurance
Tuition reimbursement
Paid sabbaticals
401(k) plan
Medical, dental, and vision insurance
Accrued paid time off plan starting at 20 days annually
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