Finance Operations Specialist: Data-Driven & Client-Focused

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

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.