Specialist - Legal & Finance

Premier Trailer Leasing • Plano, TX

5d • Onsite

About The Position

Premier Trailer Leasing is seeking a driven, detail-oriented Legal & Finance Specialist to support its Legal and Finance teams at the corporate headquarters in Plano, Texas. The role serves as a key resource for legal and finance administrative processes and develops subject-matter expertise in areas such as legal billing and vendor management, corporate credit card administration, audit support, litigation administration, and related departmental processes.

The Specialist coordinates and independently manages assigned processes, researches and resolves routine issues, identifies discrepancies and process gaps, and ensures responsibilities are completed accurately and on time. The role partners with Legal, Finance, and other departments and serves as a knowledgeable contact for assigned processes and systems. It requires sound judgment, initiative, analytical and problem-solving skills, discretion with confidential information, and the ability to balance priorities in a dynamic, fast-paced environment.

Requirements

• Associate degree in Business, Finance, Accounting, Legal Studies, or a related field preferred; an equivalent combination of education and relevant experience will be considered.
• Five or more years of relevant administrative, legal, finance, accounting, corporate operations, or related business experience preferred.
• Demonstrated ability to develop subject-matter expertise and independently manage assigned processes and responsibilities.
• Strong analytical, research, and problem-solving skills, including the ability to identify discrepancies and follow issues through resolution.
• Strong oral and written communication skills.
• Self-starter with a sense of urgency and demonstrated initiative.
• Highly organized, with strong attention to detail and accuracy.
• Ability to handle confidential and sensitive business information with discretion.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong customer-service orientation and ability to support internal and external business partners effectively.
• Ability to document procedures and communicate established processes to others.
• Proficiency with Microsoft Office, including Excel, Word, Outlook, and PowerPoint.
• Demonstrated proficiency with business applications and ability to learn new systems and subject areas quickly.

Nice To Haves

• Experience working with financial, expense-management, accounting, or other enterprise business systems.
• Experience with Microsoft Dynamics GP and/or Navan.
• Ability to learn and develop proficiency in additional Legal and Finance technology platforms as required.

Responsibilities

• Serve as the administrative subject-matter resource for assigned Legal and Finance processes, including applicable procedures, systems, documentation requirements, and internal controls.
• Manage legal billing and legal vendor management, including reviewing invoices, monitoring billing activity, researching discrepancies, coordinating issue resolution, maintaining documentation, and serving as a contact for stakeholders and vendors.
• Administer the Navan corporate credit card program, including issuing, modifying, and canceling cards; monitoring expenses; identifying missing receipts and miscoded expenses; and resolving discrepancies with cardholders.
• Provide employees and managers with guidance on corporate card procedures, documentation requirements, and appropriate use of the program.
• Coordinate and prepare audit requests by gathering supporting documentation, researching information, maintaining audit records, and partnering with Finance team members on questions or outstanding items.
• Partner with Tax, FP&A, Billing, Credit, Accounts Receivable, and Accounts Payable on projects, research, data gathering, reconciliations, documentation, and other business needs.
• Analyze recurring issues, discrepancies, and process gaps, and recommend improvements to accuracy, efficiency, documentation, and internal controls.
• Assist the Legal team with internal inquiries involving legal or business matters affecting Operations, Finance, Sales, Information Technology, and other areas by researching and gathering records and coordinating information for review.
• Support litigation and dispute management by maintaining files, tracking documentation and administrative requirements, coordinating information requests, and organizing records.
• Respond to routine questions about established Legal and Finance procedures and escalate complex or substantive legal, accounting, tax, or policy matters to the appropriate professional.
• Develop, maintain, and improve procedures, documentation, reference materials, and process guides for assigned responsibilities.
• Maintain accurate and complete Legal and Finance records in accordance with departmental practices and confidentiality requirements.
• Coordinate communications and documentation with outside legal vendors, service providers, and other business partners as appropriate.
• Support implementation and enhancement of Legal and Finance processes and systems, identifying opportunities to improve workflow, accuracy, controls, reporting, and user experience.
• Develop subject-matter expertise across assigned areas and share knowledge, best practices, and process guidance with internal stakeholders.
• Assist with additional Legal and Finance projects, research, reporting, and initiatives as business needs arise.

What This Job Offers

• Job Type: Full-time
• Education Level: Associate degree