Financial System Specialist

Kahana and Feld LLP

$140K — $160K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years experience with Aderant financial systems in a law firm or professional services environment.
  • Proficient in Aderant Design Studio for configuration and reporting.
  • Strong grasp of accounting principles and financial controls.
  • Effective communicator of technical concepts to diverse audiences.
  • Analytical thinker with problem-solving ability for system issues.
  • Excellent interpersonal and customer service skills.
  • Ability to work independently and collaboratively within teams.

Responsibilities

  • Administer and maintain Aderant financial management system and other applications.
  • Provide technical support for integrated financial systems like Expert Billing and Collections.
  • Evaluate and enhance Aderant functionality and third-party solutions.
  • Troubleshoot applications and integrations linked to Aderant.
  • Develop and manage dashboards and reports to optimize usability and insights.
  • Ensure system updates, backups, and data integrity are maintained.
  • Collaborate with various departments to integrate financial systems and databases.

Benefits

  • Hybrid work schedule allowing flexibility.
  • Engagement in strategic initiatives for professional growth.
  • Opportunity to work with cross-functional teams and diverse partners.
  • Access to ongoing training and development in financial technology solutions.
Full Job Description
The Financial Systems Specialist is a key member of the Technology team, responsible for the administration, maintenance, enhancement, and support of the firm's financial systems, with a primary focus on Aderant Expert and related accounting applications. This role partners closely with Accounting, Legal Operations, and other business departments to ensure system reliability, optimize financial workflows, and deliver reporting and analytics solutions that support business objectives.

The Financial Systems Specialist serves as the primary technical resource for the firm's financial systems, providing day-to-day support, troubleshooting, system configuration, customizations, integrations, and reporting solutions, including dashboards, tiles, and business intelligence tools.

Essential Duties and Responsibilities
  • Administer, maintain, and support the firm's Aderant financial management system and related financial applications.
  • Provide technical support for Aderant Expert and integrated financial systems, including Expert Billing & Collections, iTimekeep Time Entry, Paperless Pre-Bills, and SSRS reporting solutions.
  • Evaluate, implement, and optimize Aderant functionality and third-party software solutions to enhance operational efficiency and business processes.
  • Support and troubleshoot applications and integrations connected to the Aderant environment.
  • Design, develop, and maintain dashboards, tiles, reports, and other analytical tools to improve system usability and business insights.
  • Monitor and maintain financial system updates, maintenance schedules, backups, and recovery processes to ensure system stability and data integrity.
  • Coordinate with Aderant support and vendors by creating and managing support tickets, including issue escalation and resolution tracking.
  • Configure system enhancements, customizations, automations and new functionality while performing quality assurance, user acceptance testing, and regression testing in both test and production environments.
  • Collaborate with Legal Operations, Accounting, and Data Analytics teams to develop and maintain integrations between financial systems, databases, and third-party applications.
  • Analyze business requirements and recommend solutions that improve financial system performance, efficiency, and user adoption.
  • Participate in strategic initiatives and system enhancement projects that support the firm's growth and evolving business needs.
  • Develop and maintain system documentation, procedures, and training materials to support end users and business processes.
  • Assist with special projects and technology initiatives related to financial systems and operational improvement.
  • Stay current with Aderant product enhancements, industry best practices, and emerging financial technology solutions.

Qualifications
  • Minimum of 2 years of experience supporting Aderant financial systems, preferably within a law firm or professional services environment.
  • Experience with Aderant Design Studio, including system configuration, automation, customization, and reporting.
  • Solid understanding of accounting principles, financial systems, controls, processes, and best practices.
  • Demonstrated ability to communicate complex technical concepts, business requirements, and system issues effectively to end users, management, and key stakeholders.
  • Strong analytical and problem-solving skills with the ability to diagnose and resolve system-related issues efficiently.
  • Excellent customer service, interpersonal, verbal, and written communication skills.
  • Ability to build productive working relationships across departments and provide a high level of user support.
  • Skilled at translating technical information into clear, user-friendly language for non-technical audiences.
  • Highly adaptable and able to manage changing priorities, projects, and business needs in a fast-paced environment.
  • Ability to remain composed and professional while troubleshooting issues and responding to time-sensitive requests.
  • Strong organizational skills with the ability to manage multiple tasks and meet deadlines with minimal supervision.
  • Proficient in working independently as well as collaboratively within cross-functional teams.

This job description is intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. Management reserves the right to assign or modify responsibilities as business needs evolve.

Job Type

Full-Time, Exempt

Salary Range
$140,000-$160,000/year

Supervisory Responsibilities

None

Work Location

Hybrid

Work Schedule

8:30am - 5:30pm Monday-Friday. Occasional weekends and holidays.

Physical Requirements

Primarily sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers. The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading. Work is performed in an office environment and requires the ability to operate standard office equipment and keyboards. Must have the ability to walk short distances, and/or drive a vehicle to deliver and pick up materials. Work can be performed with or without accommodations.

Travel

10-30% domestic travel by car and by plane.

Salary Description

$140,000-$160,000/year

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