[Hiring] Finance and Billing Specialist @Job Duck

Role Description

At Job Duck, we are seeking a proactive and detail-oriented Bilingual Financial and Billing Assistant to support the financial operations of a fast-paced legal environment. In this role, you will play a key part in managing client billing, financial reporting, trust account transactions, collections, and invoice preparation while ensuring accuracy and compliance with internal deadlines. You will collaborate closely with finance professionals, legal teams, and leadership to provide timely financial information that supports informed decision-making. The ideal candidate thrives in a collaborative setting, communicates effectively in both English and Spanish, takes initiative to improve processes, and enjoys finding efficient solutions through technology and reporting tools. If you are highly organized, analytical, and motivated to make a meaningful impact, this opportunity offers excellent professional growth and the chance to contribute to a dynamic team.

Monthly compensation range: 1015-1100 USD

• Cross-train on finance department functions to provide operational coverage.
• Upload time entries and assist with billing preparation processes.
• Manage client cost requests by coordinating payment collection activities.
• Attend weekly finance meetings to discuss accounts receivable metrics, action items, and operational issues.
• Prepare, download, and distribute client invoices and account statements.
• Transfer applicable trust funds for legal fees and costs.
• Review and revise pre-bill comments received from billing and department stakeholders.
• Provide client financial status updates and trust balance information to legal teams.
• Generate client pre-bills according to weekly billing cycles for review and approval.
• Communicate with clients regarding outstanding balances and payment requirements.
• Attend firm-wide meetings and contribute to team objectives.
• Maintain trust reconciliation records and generate trust movement summaries.
• Coordinate invoice approvals with department leaders.
• Upload client payments into cash flow reports and provide financial updates to leadership.
• Ensure compliance with internal billing schedules and reporting deadlines.
• Identify opportunities to improve reporting efficiency and workflow effectiveness.
• Document and update processes and procedures to maintain accurate training materials.
• Perform conflict checks and administrative finance-related support tasks.
• Support finance team members with operational tasks during periods of absence or increased workload.
• Assist legal teams by providing financial reporting and account information as needed.
• Generate reports detailing client fees, expenses, and financial activity.

Qualifications

• Schedule: Monday through Friday 8:30 AM to 5:30 PM EST
• 2-3 years of previous experience in billing, finance, accounting, accounts receivable, or legal finance environments preferred
• Experience managing client invoices, collections, financial reports, and payment processing
• Experience working with strict deadlines and high-volume financial transactions
• Software and Tools: Microsoft Excel, Google Sheets, Rocket Matter, FileVine

Requirements

• Advanced Excel skills, including formulas and reporting functions (MANDATORY)
• Ability to generate and maintain financial reports
• Ability to analyze client balances and trust account activity

Benefits

• Strong written and verbal communication skills in English and Spanish
• Excellent attention to detail
• Highly organized with strong time management abilities
• Ability to manage multiple priorities simultaneously
• Strong analytical and problem-solving skills
• Ability to meet strict deadlines consistently
• Professional client communication skills
• Comfortable discussing outstanding balances and collecting payments
• Ability to work independently and collaboratively
• Proactive approach to identifying and implementing process improvements
• Advanced proficiency in Microsoft Excel
• Proficiency in Google Sheets
• Script editing experience in Google Sheets
• Adaptability and willingness to cross train on multiple finance functions
• Strong sense of accountability and ownership
• Ability to maintain confidentiality with sensitive financial information
• Process-oriented mindset with commitment to accuracy