V107- Finance and Billing Specialist

Job Duck

5d•$1,015 - $1,100•Remote

About The Position

Job Duck is seeking a proactive, detail-oriented bilingual financial and billing professional to support financial operations in a fast-paced legal environment. The role manages client billing, financial reporting, trust account transactions, collections, and invoice preparation while ensuring accuracy and compliance with internal deadlines. The specialist works closely with finance professionals, legal teams, and leadership to provide timely financial information and support informed decision-making. The position calls for strong English and Spanish communication, initiative in improving processes, and the ability to use technology and reporting tools to find efficient solutions. It offers professional growth and the opportunity to contribute to a collaborative team. The schedule is Monday through Friday, 8:30 AM to 5:30 PM EST. Monthly compensation is listed as $1,015–$1,100 USD. Job Duck describes its opportunities as remote.

Requirements

2–3 years of previous experience in billing, finance, accounting, accounts receivable, or legal finance environments is preferred.
Experience managing client invoices, collections, financial reports, and payment processing.
Experience working with strict deadlines and high-volume financial transactions.
Advanced Excel skills, including formulas and reporting functions (mandatory).
Ability to generate and maintain financial reports.
Ability to analyze client balances and trust account activity.
Strong written and verbal communication skills in English and Spanish.
Excellent attention to detail.
Strong organization and time-management abilities.
Ability to manage multiple priorities simultaneously.
Strong analytical and problem-solving skills.
Ability to consistently meet strict deadlines.
Professional client communication skills and comfort discussing outstanding balances and collecting payments.
Ability to work independently and collaboratively.
Proactive approach to identifying and implementing process improvements.
Proficiency in Google Sheets, including experience editing scripts in Google Sheets.
Adaptability and willingness to cross-train on multiple finance functions.
Strong sense of accountability and ownership.
Ability to maintain confidentiality with sensitive financial information.
Process-oriented mindset and commitment to accuracy.
Availability to work Monday through Friday, 8:30 AM to 5:30 PM EST.

Responsibilities

Cross-train on finance department functions to provide operational coverage.
Upload time entries and assist with billing preparation.
Coordinate payment collection activities for client cost requests.
Attend weekly finance meetings to discuss accounts receivable metrics, action items, and operational issues.
Prepare, download, and distribute client invoices and account statements.
Transfer applicable trust funds for legal fees and costs.
Review and revise pre-bill comments from billing and department stakeholders.
Provide legal teams with client financial status updates and trust balance information.
Generate client pre-bills for review and approval according to weekly billing cycles.
Communicate with clients about outstanding balances and payment requirements.
Attend firm-wide meetings and contribute to team objectives.
Maintain trust reconciliation records and generate trust movement summaries.
Coordinate invoice approvals with department leaders.
Upload client payments into cash flow reports and provide financial updates to leadership.
Meet internal billing schedules and reporting deadlines.
Identify opportunities to improve reporting efficiency and workflow effectiveness.
Document and update processes and procedures to maintain accurate training materials.
Perform conflict checks and administrative finance-related support tasks.
Support finance team members during absences or periods of increased workload.
Provide legal teams with financial reports and account information as needed.
Generate reports detailing client fees, expenses, and financial activity.