Financial Data & Case Management Expert

Key Responsibilities:
1. Financial Data Management
Input and reconcile invoices, expenses, and bank statement in FreshBooks.
Ensure accurate tracking of payments, overdue accounts, and matter-specific budgets.

2. Case & Financial Reporting
- Generate monthly financial reports (P&L, cash flow) and case dashboards.
- Update Excel/Google Sheets templates for real-time tracking.
- Update PowerPoint for presentations and reviews.

3. Analysis & Compliance
- Identify discrepancies in billing or case data and flag anomalies.
- Summarize financial/case trends.

Skills & Requirements
Must-Have:
2+ years of experience in finance, data analysis, or administrative roles (preferably in legal/professional services).

Expertise in:
FreshBooks (data entry, reconciliation, reporting).
Excel/Google Sheets (advanced functions: VLOOKUP, PivotTables, charts, etc.).
PowerPoint (creating clean, data-driven presentations).
Proven experience in generating financial reports and case statistics/trend analysis.
Familiarity with legal billing software (e.g., Clio, LeanLaw) is a strong plus.
Ability to sign an NDA and comply with GDPR/data protection requirements.
Soft Skills:
Meticulous attention to detail (e.g., spotting discrepancies in financial data).
Proactive communication – timely updates and clarity in queries.
Self-driven problem-solving – identifying inefficiencies and suggesting improvements.