Offer summary

Qualifications:

At least 3 years of experience in a similar role., Strong organizational and analytical skills with attention to detail., Proficiency in financial tools like QuickBooks Online and LiveFlow., Familiarity with CRM platforms such as Lawmatics and Clio..

Key responsabilities:

Assemble, manage, and structure financial data and reports for lawyers.

Reconcile financial data and prepare financial forecasts using various tools.

Schedule and coordinate meetings between lawyers, the CFO, and stakeholders.

Support the CFO in addressing data challenges and improving financial workflows.

Job description

The Financial Associate (FA) contributes to the Scaling Foundations (ScalFo) program by assembling, managing, and structuring financial data and reports for the lawyers involved. The FA is instrumental in the onboarding process, data reconciliation, and ensuring that all financial and CRM-related materials are precise and prepared for analysis. This position reports directly to the Chief Finance Officer.

Create and manage dedicated folders for each lawyer.
Update program sheets and templates.
Access the lawyer’s QuickBooks Online (QBO) as a user and set up relevant reports (e.g., Profit and Loss, Balance Sheet).
Prepare and update financial forecasts using LiveFlow and other tools.
Import data from onboarding surveys into forecasting tools.
Reconcile financial data, including Profit and Loss, COGS, and expenses.
Create pivot tables and verify numbers in the Roadmap.
Manage CRM data and prepare reports based on the system used (e.g., Lawmatics, Clio).
Identify and correct missing data fields in CRM reports.
Schedule and coordinate meetings between lawyers, the CFO, and other stakeholders.
Collaborate with bookkeepers to implement recommendations and update financial workflows.
Communicate with lawyers or staff to ensure CRM and financial data are complete.
Update forecasts and financial reports based on feedback.
Provide recommendations for Chart of Accounts (COA) updates and document changes.
Refine CRM data to improve analysis and reporting.
Support the CFO in addressing data challenges and process flows for each law firm.

Requirements

At least 3 years experience in the same or similar role
Strong organizational and analytical skills, with attention to detail.
Proficiency in financial tools such as QuickBooks Online, LiveFlow, and spreadsheet applications (Google Sheets).
Familiarity with CRM platforms (e.g., Lawmatics, Clio) and data management.
Effective communicator capable of liaising with lawyers, CFOs, and bookkeepers.
Problem-solving mindset with the ability to identify gaps in data and processes.

Benefits

Employee Benefits

Health and Wellness: Comprehensive HMO coverage for you and your dependents.
Security and Peace of Mind: Group Life Insurance Benefit to safeguard your future.
Financial Flexibility: Virtual Credit Card for added convenience and purchasing power.
Work-Life Balance: Generous Paid Leaves to recharge and prioritize personal time.
Government Benefits: Full support for required government benefits.
And More: Exciting additional benefits that will be shared with you!

Supplemental Pay Types

13th Month Salary: A festive bonus to celebrate the year’s hard work.
Overtime Pay: Compensation for your extra effort and time.
Night Differential: Additional pay for working late hours or shifts.
Incentives: Performance-based incentives to reward your contributions and achievements

Required profile