Finance Assistant

Profile

Finance Assistant

The candidate assists in managing conservatorship bank accounts. Focus on wards’ income by reviewing auto deposits and other income. Manage wards’ cash flows by working together with other staff members. Utilizes computerized accounting, billing, and payables software programs. Generates statements and reports using word processing and accounting software (Quicken). Maintains accurate audit trails for any and all adjustments to invoices, A/R, and Write-offs as outlined by firm administration. Reads uses and is familiar with all computer systems instruction manuals and firm procedures. Maintains and updates instruction/procedural manuals as needed. Organizes and maintains retention files for the required period of time. Assists in producing data or reports for financial management and analysis as requested. Assists with or trains new hires on time and billing aspects of the business system. Two (2) or more years of banking or finance experience are required. Prior experience with accounting software – Quicken specific, a plus. Should have prior experience or exposure to working with legal documentation. Should have the ability to organize and prioritize numerous tasks and complete them under time constraints; ability to read and write at a level normally acquired through completion of high school or equivalent in order to maintain records and filing systems; ability to operate office equipment including personal computer, calculator, photocopier, printer, and telephone; analytical skills necessary in order to conduct complex and detailed instructions regarding generating invoices, A/R issues, collection issues or decision making on various accounting problems. Interpersonal skills are necessary in order to communicate in person, by e-mail, and by telephone, follow instructions effectively from a diverse group of attorneys and staff, and provide information with professional courtesy and tact is required.

Company info

1801 5th Avenue North Suite 400
Birmingham
Alabama
United States 35203
Phone : 205-324-4400