Financial Systems Consultant

Skills
AdoptionApplied Behavior AnalysisBig Four Accounting FirmsBusiness DevelopmentBusiness Process ManagementBusiness Relationship ManagementE-Invoicing
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 5+ years in financial systems consulting or implementation
  • Bachelor's degree in Accounting Finance Information Systems Business Administration or related field
  • Direct experience in the legal industry
  • Strong understanding of legal billing standards trust accounting and matter-based reporting
  • Experience with legal or professional services financial platforms such as Aderant Elite 3E Clio Sage Intacct or NetSuite
  • Proven ability to manage client-facing engagements from discovery through go-live
  • Ability to work independently manage priorities and escalate appropriately
  • Track record of delivering projects on time and within scope in a billable consulting environment

Nice to have

  • Client-first mindset
  • Professional reliability
  • Strong attention to detail
  • Self-sufficient
  • Proactive communicator

Day to day

  • Lead client engagements to implement and optimize financial systems for legal industry organizations
  • Assess current financial processes and design practical future-state workflows, configurations, and integrations
  • Support testing, training, data migration, and go-live activities while building trusted client relationships

Hiring process

  • Apply online through the careers page