Finance Operations Specialist

Job Description:

• Manage invoicing for Single Event and Mass Tort clients in the Zipliens portal, including multi-claimant mass tort invoices
• Oversee physical check intake and deposit, and apply payments from checks, Stripe, Bill.com, and wires to correct invoices
• Reconcile invoices against payments and resolve discrepancies across portal and accounting records
• Maintain AR aging and report past-due balances, collection progress, and expected cash to the CFO
• Support month-end close with reconciled receivables and payment batches
• Serve as primary finance contact for law firm clients on billing questions, disputes, and overdue balances
• Conduct collections by client segment, negotiate payment plans, settle disputed balances, and escalate accounts to the CFO
• Keep account activity visible for sales, account management, and lien resolution teams
• Manage accounts payable in Ramp, including vendor onboarding, bill intake, coding, approval routing, and payment runs
• Support Ramp procurement rollout, including purchase requests, approval workflows, spend policies, and card limits
• Maintain vendor contract, terms, renewal, and subscription records
• Review recurring spend and flag duplicate tools, unused subscriptions, and renewals requiring decisions
• Collect W-9s and maintain vendor data for year-end 1099 reporting
• Document and maintain billing, collections, AP, and procurement workflows
• Identify and support automation for invoice reminders, digests, payment matching, and AI-assisted tasks
• Work with product and technology teams on invoicing and payment features in the Zipliens portal
• Report directly to the Chief Financial Officer (CFO)

Requirements:

• 4+ years of experience in billing, accounts receivable, accounts payable, or finance operations, including at least 1–2 years owning a process end to end
• Experience with collections, including negotiating payment terms and resolving disputes directly with clients
• Experience with tools such as Ramp, Bill.com, QuickBooks Online, and online, or similar platforms, and a willingness to learn new systems
• Strong spreadsheet skills, with the ability to manage large data sets and reconcile across systems
• Clear, professional written communication with clients and vendors
• Experience working remotely and independently
• Billing experience in legal services, healthcare, or another high-volume service business is a plus
• Applicants must be authorized to work in the United States without the need for employer-sponsored visa support now or in the future

Benefits:

• Private Health Care Plan (Medical, Dental & Vision)
• Company HSA contributions for HDHP participants
• Flexible Spending Accounts (Health & Dependent Care)
• Company-Paid Short-Term Disability Coverage
• Voluntary Long-Term Disability, Life, AD&D, and Supplemental Coverage Options
• 401(k) Plan with Company Match
• Paid Time Off (Vacation, Sick Time & 10 paid Holidays)
• Parental Leave
• Quarterly discretionary bonus opportunity