Finance Manager

The Finance Manager is responsible for the management of the Finance department and compliance with client processes as they relate to trust accounts. This position provides client support, quality assurance of our client work standards, and management of trust accounts and bank reconciliations.

Essential Duties and Responsibilities:

Client Support

• Serve as client liaison for assigned accounts and manage client profiles in the collection database.
• Provide monthly updates regarding client accounts through reporting, conference calls and emails.
• Liaise with client to monitor updates to their systems, processes, and requirements.
• Resolve and answer questions pertaining to escalated account issues.
• Review and implement new client policies and processes.

 Operations and Quality Assurance

• Participate in overall Consumer Collections practice management, including weekly, quarterly and annual management team meetings.
• Review and analyze periodic reports on exceptions, payment receipts, reconciliations, and cash payments.
• Prepare, review, and analyze monthly financial reports for account balances, reversals, and outstanding checks.
• Vendor management, including payment and remittance processing vendors.
• Coordinate and collaborate with the Firm Accounting Department on interdependent activities.
• Maintain all policies and procedures according to current client guidelines.
• Assist Compliance Officer with client audit deliverables and disposition of audit findings.
• Conduct internal audit reviews of Finance Department and address findings.

 Department Management

• Manage task assignments, workflow, and processes within the Finance Department.
• Provide ongoing supervision, including performance feedback, guidance, and support to members of the Finance Department.
• Assist Trust Administrators in resolving issues, including escalated and urgent matters (e.g., system errors and process questions.)
• Design and implement departmental training and development program in partnership with Human Resources.
• Evaluate staff capacity and capabilities and coordinate employment actions with Human Resources to address identified needs.
• Conduct structured quarterly employee performance reviews.
• Plan and direct Finance Department L-10 meetings.
• Plan and direct the hiring, onboarding, and training of new hires.

Knowledge, Skills, and Abilities

• Bachelor’s degree in business, Finance, or another related field.
• Minimum 3 years’ experience in banking, finance, collections, or other related industry.
• Minimum 3 years’ experience with department management responsibility.
• Advanced knowledge of Microsoft Excel.
• Working knowledge of attorney trust account operations and regulations.
• Proven ability to analyze and decipher data with a high degree of accuracy.
• Demonstrated strong financial analytical and problem-solving skills.
• Experience engaging with clients on a regular basis.

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