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Fragomen · 10 hours ago

WIP & Disbursement Specialist II

Houston, TX

Full-time

Hybrid

Mid Level

Fragomen is a global leader in immigration services, and they are seeking a WIP & Disbursement Specialist II to join their team. This role is critical in ensuring accurate financial tracking and efficient disbursement processes across the firm.

ConsultingDocument ManagementLegalLegal Tech

Hiring Manager

Amy Gamez M.Ed, GPHR

Responsibilities

Monitor and maintain financial systems to ensure data integrity

Investigate and resolve queries related to WIP and disbursements

Produce accurate and timely financial reports for internal stakeholders

Collaborate with cross-functional teams to support operational and financial objectives

Drive continuous improvement initiatives to enhance efficiency and compliance

Ensure quick action to close books

Qualification

Financial Systems ExpertiseData Analysis & ReportingAccounting KnowledgeProcess ImprovementAdvanced Excel skillsCommunication SkillsCollaboration SkillsOrganizational SkillsProblem-Solving Skills

Required

Proactive, detail-oriented professional

Strong analytical and problem-solving skills with a keen eye for detail

Proficiency in financial reporting and data analysis

Excellent communication and collaboration abilities

Experience working with financial systems and cross-functional stakeholders

A proactive mindset with the ability to manage multiple priorities

Ability to handle multiple inquiries congruently

Ability to work through our month, quarter, year-end push

Critical thinking skills are a must

Financial Systems Expertise: Familiarity with ERP systems (e.g., SAP, Oracle) and WIP management tools

Data Analysis & Reporting: Ability to extract, analyze, and interpret financial data; proficiency in Excel (pivot tables, formulas) and BI tools (Power BI, Tableau)

Accounting Knowledge: Understanding of WIP accounting, disbursement processes, and reconciliation principles

Process Improvement: Experience with Lean or continuous improvement methodologies

Strong ability to identify discrepancies and resolve financial queries

Critical thinking for root cause analysis and implementing corrective actions

Clear and professional communication skills for interacting with cross-functional teams

Ability to explain financial concepts to non-financial stakeholders

Detail-oriented with strong prioritization skills

Ability to manage multiple tasks and meet deadlines in a fast-paced environment

Advanced Excel skills

Knowledge of financial reporting tools and dashboards