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Finance Generalist
Finance GeneralistBernstein Shur • Portland
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Finance Generalist

Finance Generalist

Bernstein Shur • Portland
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Job Description

Bernstein Shur, a New England-based law firm that advises clients across the U.S. and around the world, is seeking a Finance Generalist, as part of the Finance Department, based out of our Portland, Maine office.

POSITION OVERVIEW :

This position as Finance Generalist will be a versatile role within our Finance organization, assisting in multiple functions within the Finance department.  This position is a great opportunity for the right candidate to be exposed to many facets of small business finance.  The ideal candidate is a results-driven, detail-oriented professional who can effectively meet deadlines in a fast-paced environment.  Although relevant experience is a plus, this organization is dedicated to investing in and adequately training the ideal candidate to add to our collaborative team of professionals.

Job Requirements

DESIRED SKILLS & QUALIFICATIONS

  • Associate degree required
  • Two years of previous experience, preferably a professional services industry
  • Excellent written and verbal communication skills
  • Superior people / interpersonal skills
  • Keen ability to communicate and collaborate effectively with employees at all levels
  • Work discreetly with confidential information
  • Must be proactive, accountable and have excellent judgment
  • Detail-oriented and able to work in a fast-paced environment while maintaining accurate data input

Job Responsibilities

RESPONSIBILITIES INCLUDE

  • Initiate conflict of interest database searches using the firm 3E Time and Billing system
  • Review and verify that conflict searches are complete and accurate
  • Disseminate conflict search reports for review and approval
  • Review submitted documentation for completeness and conduct follow-up as appropriate for new clients and matters set up
  • Enter and maintain all relevant clients / matters data
  • Document approval and declinations of clients / matters
  • Respond to inquiries and requests promptly, with courtesy and efficiency
  • Other finance department tasks including but not limited to the following :
  • Onboard / offboard tasks
  • Close and reopen clients / matters
  • Update attorney designations for clients / matters
  • Update all relevant timekeeper data
  • Generating 3E reports such as client and matter lists as requested
  • Process declined clients / matters
  • Work with cross-functional areas within the Finance department to fulfill the business needs of the Firm
  • Provide backup support for Finance Staff and functions (i.e. Accounts Receivable & Collections, Cash Receipts, Accounts Payable & Trust Accounting).
  • Job Benefits

    BENEFITS PACKAGE :

  • Excellent medical, dental, and vision insurance
  • Group life and disability insurance
  • Financial wellness program
  • 401(k) employer match and profit sharing
  • 23 days PTO in the first year of employment
  • 11 paid holidays
  • Free parking
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    Generalist • Portland

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