Financial Data & Case Management Expert - 3

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.