Finance, Systems & Operations Lead

Klemchuk PLLC

Dallas (TX)

On-site

USD 65,000 - 95,000

Full time

14 days+

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Job summary

Klemchuk PLLC in Dallas is seeking a detail-oriented professional to strengthen the financial operations, systems, and processes across the firm. This in-office role covers billing, bookkeeping, reporting, and project coordination with a focus on accuracy, efficiency, and scalable workflows.

You will implement SOPs, automate where possible, and support leadership with timely financial insights. The ideal candidate enjoys both precision and problem-solving, communicates clearly, and thrives in a

Qualifications

3–7 years in financial operations or cross-functional roles.
Hands-on experience with QuickBooks Online and Microsoft Excel.
Experience with billing, accounts payable, accounts receivable, and recurring financial reporting.
Ability to read and interpret profit-and-loss statements and identify variances.
Demonstrated experience improving workflows and documenting SOPs.
Experience with Clio, Bill.com, KPI dashboards preferred.

Responsibilities

Own client billing, Clio Payments, payment application, and related workflows.
Maintain day-to-day bookkeeping in QuickBooks Online with reconciliations.
Manage accounts payable through Bill.com and vendor records.
Monitor accounts receivable, aging, collections, and balances.
Prepare daily deposit and trust-transfer reports with proper documentation.
Maintain accurate financial data across Clio, QuickBooks Online, Bill.com, banking.
Coordinate with outside accounting, tax, and banking partners.
Prepare weekly KPI and financial reports for leadership.