- Manage day-to-day financial operations and document procedures.
- Oversee accounting, billing, accounts receivable and payable, payroll, trust accounting, collections, tax coordination, and general ledger maintenance.
- Monitor cash balances, bank accounts, credit card and merchant activity, payments, and reimbursements.
- Prepare and analyze monthly financial statements, budgets, forecasts, and variance reports.
- Maintain cash flow forecasts and report financial trends to leadership.
- Own and improve billing and collections processes, including payment plans, receivables aging, chargebacks, refunds, and billing disputes.
- Monitor and reconcile trust/IOLTA accounts, including three-way trust reconciliations.
- Design and enforce financial controls, identify risks, and support audits, tax preparation, and financial reviews.
- Oversee assigned finance staff and vendors, and manage quality, deadlines, and accountability.
- Analyze profitability, pricing, utilization, realization, collection rates, and other financial performance measures.
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