Financial Data Specialist

Larbey Evans Ltd; City Of London; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A global law firm in London is seeking a Financial Data Specialist. The role involves maintaining the Elite 3e PMS system and supporting the Finance team with various projects. Candidates must have a minimum of 4 years' experience with Elite 3e and a strong knowledge of Excel. This position offers a hybrid working model with 3 days in the office and 2 remote.

Qualifications

• Minimum 4 years experience with Elite 3e in a law firm.
• Ability to create reports from various data.
• Advanced knowledge of Excel and accounting processes.

Responsibilities

• Assist with year-end client special billing arrangements.
• Maintain client and matter information in 3E database.
• Ensure high levels of customer service and problem resolution.
• Apply security awareness when handling sensitive information.

Skills

Elite 3e

Attention to detail

Advanced Excel

MS Reporting Services

Job description

Overview

This global law firm based in London’s legal district wishes to hire a Financial Data Specialist with a sound working knowledge of Elite 3e and other finance related systems, on an initial 18 month FTC.

• Salary - Up to 55k
• Hybrid Working - 3 Days Office / 2 Remote
• St Pauls

Reporting into the Finance Data Manager and supporting the wider Finance team, the Finance Data Specialist will support on projects, reporting and upgrades, acting as a go between with the Finance, Business Services teams as well as practice groups firmwide. The Finance Data Specialist will be responsible for maintaining and administering the overall quality control of the Elite 3e PMS system in line with firmwide policies.

Finance Data Specialist Responsibilities

Finance Data Specialist Responsibilities include:

• Assist with the year-end client special billing arrangements project
• Ensure timely turnaround and high level of quality control in the assignment of client, matter, and timekeeper numbers in 3E
• Maintain client and matter information in the 3E database, including but not limited to, updates to billing information, rate tables, recording name changes, origination allocation changes, updates to matter status, and edit other 3E fields as requested
• Assist with the accurate implementation and maintenance of global client rate agreements
• Ensure the department provides excellent and timely customer service and problem resolution to firm attorneys, client account specialists, clients and other firm personnel by employing best practices
• Ensure that the firm\'s information security policies and procedures are followed at all times
• Apply security awareness in relation to policies and training other staff member when handling sensitive information
• Report ant suspected breaches of security

Finance Data Specialist Requirements

• Minimum 4 years current experience developing and using the Elite 3e platform in a law firm
• Exceptional eye for detail, able to work with various data and creating reports
• An advanced knowledge of Excel, MS Reporting Services and understanding of accounting processes are essential