Financial Services Assistant 72468

• Processing credit card payments for firm clients
• Processing of Lien checks
• Managing invoices
• Processing crash report purchases and reconciliation
• Lien cost reconciliation at month end
• Issuing client matters for existing hospital clients
• Issuing client matters for placements
• Responsible for assisting with review of revenue cycle data, consulting with attorneys, and generating monthly invoices to all of the Firm’s hospital clients.
• Backup to non-hospital monthly billing:

• Assign/reassign attorney roles on client/matters
• Close matters as requested
• Field client phone calls regarding payment of account
• Contact vendors regarding any discrepancies or concerns we may have on vouchers
• Contact Vendors to obtain W-9, Tax ID number or any other information required for A/P as needed
• Receive phone calls from vendors regarding account payable
• Create and process vendor bills in QuickBooks Online (QBO)
• Prepare and issue checks for vendor and firm expense payments
• Run and review QBO reports (e.g., Accounts Payable aging, expense detail) to support month-end close
• Perform monthly expense reconciliation between QBO and Clio, researching and resolving discrepancies
• Any special projects as requested
• Other duties as assigned

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Bachelor of Business Administration (B.B.A.), an emphasis in Accounting preferred. In lieu of a Bachelor’s degree, one to three years of related accounting experience and/or accounting training is required.
• Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• To perform this job successfully, an individual should have knowledge of Word Processing software (e.g., Microsoft Word); Spreadsheet software (e.g., Microsoft Excel); and accounting/practice management software, including QuickBooks Online (QBO) and Clio.