Finance & Accounting Analyst

Job Description

Job Description

POLING presents a unique opportunity for the right candidate. Our reputation is steeped in tradition and dedication to obtaining outstanding results, a teamwork environment, and unrivaled client service.

We are seeking a detail-oriented and highly organized Finance & Accounting Analyst to join our collaborative finance team in Columbus, Ohio.

As our Finance & Accounting Analyst , you will play a crucial role in managing the financial operations of the firm, ensuring accuracy and compliance. You will be responsible for a variety of accounting tasks specific to a law practice, providing essential support to the firm's attorneys and legal staff.

You must be able and willing to work in our downtown Columbus, Ohio office 5 days a week during normal business hours.

Responsibilities:

· Prepare and reconcile client invoices, ensuring accurate billing for legal services and disbursements.

· Process accounts payable and vendor invoices, ensuring timely and accurate payments.

· Handle accounts receivable, including tracking payments, managing outstanding balances, and generating reports.

· Maintain and organize financial records, ensuring compliance with record-keeping policies.

· Assist in the sorting and organization of e-mails and paper documentation for the entry of time.

· Process attorney expense reports.

· Enter relevant client expenses into our billing system.

· Create billing schedules and various other billing analyses as required.

· Review and verify accuracy of billing and supporting documentation as required.

· Research and respond to inquiries regarding billing issues and problems.

· Maintain and update accounting records and documentation, both physical and electronic

· Communicate effectively with attorneys, paralegals, and clients regarding billing and financial matters.

· Assist with entering time daily as received from assigned billers.

· Utilize programs (Timeslips, QuickBooks, Microsoft Office) to perform duties and responsibilities.

· Reconcile bank accounts and credit card statements, identifying and resolving any discrepancies.

· Maintain confidentiality of all financial and client information.

· Manage client specific billing guidelines to ensure invoices are properly submitted.

· Monitor daily budgets to ensure adequate funds.

· Manage Trust accounts and retainer payments for private pay clients.

· Complete CAT report each quarter for tax preparation

· Complete new vendor set up and acquire tax specific forms for 1099 processing.

· Perform other accounting and administrative tasks as needed to support the firm's operations.

Qualifications:

· Must have a Bachelor's degree in Accounting, Finance, or a related field - MBA Preferred

· Proven experience (typically 2-5 years) in an accounting support role.

· Solid understanding of basic accounting principles and practices.

· Proficiency in Microsoft Office Suite, particularly Excel (including formulas, data manipulation, etc.).

· Experience with accounting software (e.g., QuickBooks) is a strong advantage.

· Exceptional attention to detail and accuracy.

· Strong organizational and time-management skills with the ability to prioritize tasks and meet deadlines.

· Excellent communication (both written and verbal) and interpersonal skills.

· Ability to maintain confidentiality and handle sensitive information with discretion.

· A proactive and problem-solving attitude.

· Ability to work independently and as part of a team.

In addition, the ideal candidate will also possess unquestioned integrity and discipline and is systems/procedures oriented, detailed oriented, a self-starter, and is an excellent communicator (written and verbal).

Salary is based upon experience and education.