Residual Balance Specialist

DWF; Manchester; Hybrid; GBP 32,000 - 42,000; Full time

Job summary

A leading legal services provider is seeking a Residual Balance Specialist to join its Finance team in Manchester on a hybrid basis. The role involves monitoring financial records, preparing detailed reports, and ensuring compliance with internal policies. Applicants should have experience in transactional finance, familiarity with Microsoft Excel, and ideally a background in legal environments. Join an inclusive team that values diversity and teamwork while delivering quality service.

Qualifications

• Experience in transactional finance, familiar with sub-ledger data.
• Able to work constructively with colleagues of various levels.
• Experience in a legal or law firm environment preferred.
• Well-organised with strong time-management to meet deadlines.
• Awareness of SRA Accounts Rules or experience in a legal environment.

Responsibilities

• Monitor and manage residual balances across various accounts.
• Prepare and maintain detailed reports on residual balances.
• Collaborate with teams to resolve discrepancies in financial records.
• Ensure activities comply with internal policies and external regulations; support audits.
• Collaborate across finance, audit, and other departments to support operations and reporting.
• Explore process improvements in residual balance management to promote consistency.

Skills

Transactional finance experience

Intermediate Microsoft Excel skills

Engagement with colleagues

Organizational skills

Understanding of SRA Accounts Rules

Tools

3E

DMS

VF

ShareDo

Job description

Overview

Join to apply for the Residual Balance Specialist role at DWF

DWF is currently seeking a Residual Balance Specialist to join the Finance team on a hybrid basis from our Manchester office.

This role is part of a collaborative team operating across multiple sites and international jurisdictions. The Finance Operations team is undergoing meaningful transformation to enhance the quality and efficiency of service delivery to both internal and external stakeholders.

Responsibilities

• Monitor and manage residual balances across various accounts, ensuring accuracy and timely reconciliation in a clear and structured manner.
• Identify and investigate discrepancies in financial records, collaborating with relevant teams to resolve issues efficiently and respectfully.
• Prepare and maintain detailed reports on residual balances, offering insights and suggestions to support informed decision-making by leadership.
• Ensure all financial activities align with internal policies and external regulations, contributing to audit readiness and compliance reviews.
• Collaborate with colleagues across finance, audit, and other departments to support smooth financial operations and accurate reporting.
• Explore and implement opportunities for process improvements in residual balance management, promoting consistency, clarity, and effectiveness.

What will help you succeed in this role?

• Experience in transactional finance, with familiarity in reviewing and interpreting sub-ledger data.
• Able to engage constructively with colleagues across different teams and levels, demonstrating a proactive and adaptable approach.
• Confident using Microsoft Excel at an intermediate level, including functions that support data organisation and analysis.
• Background in high-volume environments or shared services, with an understanding of collaborative and process-driven workflows.
• Well-organised and able to manage time effectively to meet agreed targets and deadlines.
• Experience working in a legal or law firm environment, with awareness of SRA Accounts Rules.
• Familiarity with high-volume operations or shared services teams, including cross-functional collaboration.
• Comfortable using financial and matter management systems such as 3E, DMS, VF, or ShareDo or similar.
• Background in transactional finance roles, including legal cashiering or similar responsibilities.

What we offer

We are committed to ensuring that each member of our team feels valued and duly rewarded during their time at DWF.

We are an equal opportunities employer that celebrates diversity and we are committed to creating an inclusive environment for all. We aim to create a positive experience for all candidates and offer any adjustments or additional support needed. If you\'re excited about the opportunity but your experience doesn’t align perfectly with all the requirements, please apply anyway. You may be the right candidate for the role or others across the wider team.

About Us

DWF is a leading global provider of integrated legal and business services. Our approach delivers efficiency, price certainty and transparency for our clients across the world without compromising on quality or service. Our purpose is to deliver positive outcomes with our colleagues, clients and communities and we foster a culture that places our colleagues at the centre of all that we do.