Finance Operations Specialist

Legacy Capital Services; Las Vegas (NV); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Health coverage (medical, dental, and

Job summary

Legacy Capital Services is seeking a Finance Operations Specialist to support a rapidly expanding national consumer rights law firm focused on helping Americans regain control of their finances from credit card debt, medical bills, and more.

The role emphasizes accurate daily financial operations, data integrity across ERP and Salesforce, and analytical problem-solving to drive improvements while ensuring compliance and client-centric service.

Qualifications

• Associate or bachelor's degree in accounting, finance, business, or related field.
• At least one year of experience in finance, accounting, billing, operations, customer support, or similar.
• Experience with Salesforce and advanced Excel skills preferred.
• Strong analytical, problem-solving, and organizational skills.
• Ability to prioritize work and operate independently with a high level of accuracy.
• Effective communication and collaboration across teams.

Responsibilities

• Manage daily work queues and ensure timely completion of tasks.
• Maintain data across ERP, Salesforce, and related systems; correct errors.
• Follow SOPs, controls, and data protection standards; conduct self-audits.
• Communicate with customers and vendors using approved guidelines.
• Create and maintain checklists and documentation to reduce errors.
• Analyze data to identify trends and suggest improvements.
• Run reports, perform reconciliations, and support billing and operations.
• Resolve disputes through root-cause analysis and cross-functional collaboration.
• Coordinate with internal partners to validate commitments and set expectations.
• Anticipate client needs while balancing policy, compliance, and financial requirements.
• Provide proactive updates and solutions to stakeholders.
• Identify process gaps and implement improvements for efficiency.
• Demonstrate accountability and commitment to continuous learning.
• Other duties as assigned.

Skills

Analytical skills

Problem solving

Organizational skills

Communication

Collaboration

Education

Associate or bachelor’s degree in accounting, finance, business, or related field

Tools

Salesforce

Excel

ERP systems

Job description

Description

Legacy Capital Services is proud to provide essential administrative support to a rapidly expanding national consumer rights law firm dedicated to helping Americans achieve financial freedom from burdensome credit card debt, medical bills, auto loans, timeshares, and more. Consumer demand is at an all-time high. Unlike traditional debt relief options like settlement, collections, or bankruptcy, the consumer rights attorneys offer a unique and specialized service, disputing clients’ debts and helping them take control of their financial futures.

The Finance Operations Specialist is responsible for managing daily financial operations with accuracy and efficiency, resolving routine to moderately complex issues, and delivering exceptional service to internal and external stakeholders. This role requires strong analytical and problem-solving skills, the ability to identify trends and process improvements, and a commitment to compliance, operational excellence, and client-first experience.

Key Responsibilities:

Operations & Process Management

• Manage daily work queues and ensure timely completion of assigned tasks and discrepancy resolution.
• Maintain accurate data across ERP, Salesforce, and related systems, correcting errors and escalating issues as needed.
• Follow established procedures, controls, and data protection standards while conducting self-audits to ensure accuracy.
• Execute customer and vendor communications using approved guidelines and provide clear, professional updates.
• Create and maintain checklists and documentation to support consistency and reduce errors.

Analysis & Problem Resolution

• Analyze data to identify trends, evaluate impacts, and recommend process improvements.
• Run reports, perform reconciliations, and support billing and operational activities.
• Independently resolve recurring or moderately complex disputes through root-cause analysis and cross-functional collaboration.
• Coordinate with internal partners to validate commitments, establish expectations, and prevent repeat issues.

Client Experience & Continuous Improvement

• Anticipate client needs and balance service expectations with policy, compliance, and financial requirements.
• Communicate effectively with various audiences, providing proactive updates and solutions.
• Identify process gaps and recommend improvements that enhance efficiency and service quality.
• Demonstrate accountability, reliability, and commitment to continuous learning and professional growth.
• Other duties as assigned.

Requirements

• Associate or bachelor’s degree in accounting, finance, business, or a related field.
• At least one (1) year of experience in finance, accounting, billing, operations, customer support, or similar functions.
• Experience with Salesforce and advanced Excel skills preferred.
• Strong analytical, problem-solving, and organizational skills.
• Ability to prioritize work and operate independently with a high level of accuracy.
• Effective communication and collaboration across teams.
• Client-focused mindset with the ability to balance customer needs and business requirements.
• Commitment to continuous improvement and openness to feedback.
• Intermediate proficiency in Excel, including formulas, lookups, and pivot tables.
• Working knowledge of ERP systems and transactional processes.
• Experience with Salesforce and cross-system data management.
• Ability to follow SOPs and maintain structured documentation.

Perks of Joining our Team

• Pay: $23/hr
• Comprehensive health coverage – medical, dental, and vision plans
• Health Savings Account
• Paid Time Off
• Life insurance
• Retirement savings program
• Opportunities for growth and advancement through internal promotion potential

Typical Work Environment/Conditions

Cubicle, air conditioned, moderate noise, extended phone (headset) and computer usage.

Essential Functions/Physical Requirements

Ability to sit for long periods of time, speak on the phone (headset), extended computer and keyboard use.

Equal Opportunity Employer Statement

We are an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status under applicable law.