Financial Manager
: Job Details :


Financial Manager

Victorium Legal

Job Location : Davis,CA, USA

Posted on : 2025-08-08T07:59:23Z

Job Description :
DescriptionVictorium Legal, Inc. is hiring a Financial Manager to oversee client matters and manage the firm's accounting/billing cycle. This role involves validating time and expense entries, processing invoices and payments, and conducting weekly three-way trust reconciliations. Additionally, the Financial Manager will produce clear firm-wide analytics and develop budgets for both the firm and individual projects. You will partner with staff to keep every piece of work accurately captured, billed, and reflected in the books, maintain audit-ready trust records, and deliver timely financial insight.Responsibilities•Perform weekly three-way reconciliation of the client trust (IOLTA) account and related sub-ledgers•Pull financial and matter-level reports (A/R aging, WIP, profitability, trust liability, etc.) after each billing cycle•Prepare year-end bookkeeping packages for external CPA review and tax preparation•Monitor individual trust balances and alert responsible attorneys when replenishment is required•Draft and update standard operating procedures to close any gaps in work-to-bill workflows•Train new hires on time-entry, billing, and trust-accounting protocols, and provide client support on invoice inquiries•Produce firm-wide analytics-including billable-hours summaries, gross income, net income, and other key performance indicators-on a recurring schedule for management review•Undertake regular payroll audits and distribute paychecks to all employees•Increase profitability by evaluating balance sheets, income, expense accounts, and recommended adjustments while preserving accuracy•Support the daily accounting operations with the creation of monthly forecasts and annual budgets•Track and record all accounts receivable accurately, while also generating and managing accounts payable invoicing•Assess a list of daily revenue activity to ensure accountability, balance general ledger accounts, and fix any discrepancies or problematic accountsQualifications•Minimum three years of billing, bookkeeping, or accounting experience in a law firm environment•Hands-on proficiency with legal practice-management and accounting software, plus advanced Excel skills•Working knowledge of trust-accounting rules and three-way reconciliation processes•Demonstrated success linking work performed to client-matter billing, revenue recognition, budgeting, and expense tracking•Proven accuracy, discretion with confidential financial data, and ability to meet tight deadlines•Preferred: bookkeeping certification or experience integrating practice-management platforms with general-ledger systems•Clear, professional communication skills for collaborating with colleagues and responding to client and internal financial inquiries•Skilled in Microsoft Excel and familiarity with Quickbooks or similar accounting software•Exceptional knowledge of generally accepted accounting principles (GAAP)
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