Settlement Accountant

DM Injury Law•Kansas City, MO

About The Position

The Settlement Accountant is a member of the Settlement Team and handles accounting functions to ensure client payments are accurate and timely. The role works closely with attorneys, Lead and Senior Settlement Accountants, and the finance team to manage settlements from start to finish. Responsibilities include preparing and reviewing client-facing settlement summaries and packages, reviewing and approving settlement accruals, reconciling settlement-related activity and daily exception reports, and recording journal entries and bank transfers. The position also applies daily cash to open receivables, assists with electronic deposits, sets up vendors in the ERP system, generates accounting data for reports, responds to shared inbox requests, and supports the team and special projects.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
At least 1 year of full-cycle accounting or settlement experience.
Proficiency with MS Office, accounting software, and databases.
Advanced Microsoft Excel skills.
Attention to detail, including the ability to review others’ entries and accurately record a high volume of transactions.
Time-management skills to handle competing priorities and support urgent work.
Clear communication and teamwork skills, including researching questions, following up with findings, offering help, and asking for help when needed.
Problem-solving skills to address accounting, reconciliation, reporting, and process-efficiency issues.
Required tools: Microsoft Office (Outlook, Word, and Excel), SharePoint, OneDrive, and Adobe Acrobat.

Nice To Haves

Law firm experience is preferred but not required.
Experience with Sage Intacct.
Experience with Neos (Needles).
Experience with the DocuWare imaging system.
Experience with DOMO.
Experience with ERP Sage.

Responsibilities

Create client-facing settlement summaries and settlement packages for attorneys.
Review settlement summaries for accuracy and consistency.
Review and approve settlement accruals entered by attorneys.
Reconcile settlement-related account activity.
Reconcile daily exception reports.
Enter journal entries for co-counsel fees, commissions, and similar items.
Enter bank transfers for IOLTA and Operating accounts.
Apply daily cash to open receivables.
Assist with electronic deposits through the banking web portal as needed.
Set up new vendors in the ERP system.
Generate accounting system data for reports.
Respond to and resolve requests in the shared email inbox.
Support the Lead and Senior Settlement Accountants as needed.
Contribute to special projects.