Provides leadership, supervision, management, and guidance over all functions of the Finance department and its staff, to include IOLTA, general ledger accounting, billing, accounts receivable, accounts payable, and payroll.
Supervises process for statistical data gathering for outgoing Attorney process necessary for choice letters.Review and approval of workflow, write offs and overpayments and bi-weekly payroll and 401k preprocess audits, and quarterly payroll audits.
Prepares the annual operating and capital budgets.Analyzes and reports on variances from the budget, conducts profitability analyses.
Prepares the annual Shareholder Compensation packet for compensation meetings in January.Establishes, implements, and maintains prudent financial and internal controls throughout the firm.
Establishes and maintains a working relationship with a bank or banks, credit line renewal.Invests excess funds to maximize interest income while maintaining minimum risk.
Administers the retirement plan under the direction of the Pension Committee.Ensures that all tax reporting for the firm is done in a timely fashion.
Administers and obtains renewal quotes on firm insurance policies including professional liability, general liability, property casualty coverage, fiduciary and crime coverage, and worker’s compensation.
Negotiates with all outside vendors.Bachelor’s degree required.7+ years of experience in finance / accounting with increasing responsibility.
Experience with process improvement preferred.Experience with Rippe & Kingston (SurePoint) Legal Management System desirable.
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