Billing and Financial Assistant jobs in United States
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Brown Gren Abraham & McCracken, LLC · 2 months ago

Billing and Financial Assistant

Brown Gren Abraham & McCracken LLC is an insurance defense Firm providing legal services to employers and insurers. They are seeking a Billing and Financial Assistant to support the Finance Manager and Billing Coordinator with daily bookkeeping, billing, and trust accounting tasks, ensuring compliance and smooth financial operations.

Law EnforcementLegalProfessional Services

Responsibilities

Record daily financial transactions, including deposits, payments, and journal entries
Reconcile bank, credit card, and client trust accounts monthly
Organize and code vendor invoices; prepare batches for approval
Maintain general ledger and trust account records
Prepare financial reports, spreadsheets, and audit documentation
Process medical invoice payments via Bill.com
Post client payments promptly to ensure up-to-date accounts receivable
Generate draft invoices (pre-bills) for attorney review and track approvals
Post client payments promptly and monitor outstanding balances
Maintain billing system data, including client/matter details and rates
Enter billing adjustments, write-offs, and corrections
Assist with invoice appeals and monthly accrual reports
Onboard new employees into billing platforms
Open new files and run conflict checks
Download and manage incoming ShareFile data
Maintain closed file checklist with paralegals
Download medical records and distribute incoming faxes
Automate billing software tasks
Serve as a backup to the Finance Manager by depositing incoming payments and processing reimbursements as directed

Qualification

Accounting degreeBookkeeping experienceAccounting software proficiencyLegal trust accounting knowledgeAttention to detailOrganizational skillsConfidentialityCommunication skillsTeamwork skills

Required

An associate degree in Accounting, Finance, or related field
2+ years of bookkeeping or billing experience
Proficiency in accounting/billing software (QuickBooks, Clio, LEAP, Timeslips) and Microsoft Office
Strong attention to detail, organizational skills, and confidentiality
Effective communication and teamwork skills

Preferred

a bachelor's degree
legal/professional services experience
Familiarity with legal trust accounting rules

Benefits

Medical insurance
Employee Assistance Program (EAP)
Health Savings Account
GYM Reimbursement Program
Dental Insurance
Vision insurance
Accident insurance
401(k) retirement savings plan/immediate 100% vesting
Flexible working hours
Casual but professional work environment
Ability to work a hybrid remote schedule.

Company

Brown Gren Abraham & McCracken, LLC

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BGAM is an established insurance defense firm with a fresh progressive outlook and plan for growth.

Funding

Current Stage
Early Stage
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