Financial Systems Specialist

Kahana Feld; Irvine (CA); Hybrid; USD 140,000 - 160,000; Full time

Job summary

Kahana Feld seeks a Financial Systems Specialist to administer, maintain, and enhance the firm's financial platforms, with emphasis on Aderant Expert and related accounting applications. You will partner with Accounting, Legal Operations, and other business units to ensure reliability and optimize workflows.

You will design dashboards and reports, manage integrations, perform testing, and support data analytics initiatives while ensuring data integrity.

Qualifications

• Minimum of 2 years of experience supporting Aderant financial systems.
• Experience with Aderant Design Studio including configuration, automation, customization, and reporting.
• Solid understanding of accounting principles, financial systems, controls, and processes.
• Ability to communicate complex technical concepts to end users and stakeholders.
• Strong analytical and problem-solving skills with the ability to diagnose issues.

Responsibilities

• Administer, maintain, and support Aderant financial systems and related applications.
• Provide technical support for Aderant Expert and integrated systems such as Expert Billing & Collections, iTimekeep, Paperless Pre-Bills, and SSRS reports.
• Evaluate and optimize Aderant functionality and third-party tools to improve efficiency.
• Design, develop, and maintain dashboards, reports, and BI tools for business insights.
• Coordinate with vendors and IT for tickets, escalations, and issue resolutions.
• Develop and maintain system documentation, procedures, and training materials.

Skills

Aderant Expert

Aderant Design Studio

SSRS reporting

Financial systems integrations

Analytical skills

Stakeholder communication

Law firm/professional services exp

Tools

Power BI

Dashboard design

Excel

SQL

Job description

Description

The Financial Systems Specialist is a key member of the Technology team, responsible for the administration, maintenance, enhancement, and support of the firm's financial systems, with a primary focus on Aderant Expert and related accounting applications. This role partners closely with Accounting, Legal Operations, and other business departments to ensure system reliability, optimize financial workflows, and deliver reporting and analytics solutions that support business objectives.

Description

The Financial Systems Specialist is a key member of the Technology team, responsible for the administration, maintenance, enhancement, and support of the firm's financial systems, with a primary focus on Aderant Expert and related accounting applications. This role partners closely with Accounting, Legal Operations, and other business departments to ensure system reliability, optimize financial workflows, and deliver reporting and analytics solutions that support business objectives.

The Financial Systems Specialist serves as the primary technical resource for the firm's financial systems, providing day-to-day support, troubleshooting, system configuration, customizations, integrations, and reporting solutions, including dashboards, tiles, and business intelligence tools.

Essential Duties And Responsibilities

• Administer, maintain, and support the firm's Aderant financial management system and related financial applications.
• Provide technical support for Aderant Expert and integrated financial systems, including Expert Billing & Collections, iTimekeep Time Entry, Paperless Pre-Bills, and SSRS reporting solutions.
• Evaluate, implement, and optimize Aderant functionality and third-party software solutions to enhance operational efficiency and business processes.
• Support and troubleshoot applications and integrations connected to the Aderant environment.
• Design, develop, and maintain dashboards, tiles, reports, and other analytical tools to improve system usability and business insights.
• Monitor and maintain financial system updates, maintenance schedules, backups, and recovery processes to ensure system stability and data integrity.
• Coordinate with Aderant support and vendors by creating and managing support tickets, including issue escalation and resolution tracking.
• Configure system enhancements, customizations, automations and new functionality while performing quality assurance, user acceptance testing, and regression testing in both test and production environments.
• Collaborate with Legal Operations, Accounting, and Data Analytics teams to develop and maintain integrations between financial systems, databases, and third-party applications.
• Analyze business requirements and recommend solutions that improve financial system performance, efficiency, and user adoption.
• Participate in strategic initiatives and system enhancement projects that support the firm's growth and evolving business needs.
• Develop and maintain system documentation, procedures, and training materials to support end users and business processes.
• Assist with special projects and technology initiatives related to financial systems and operational improvement.
• Stay current with Aderant product enhancements, industry best practices, and emerging financial technology solutions.

Qualifications

• Minimum of 2 years of experience supporting Aderant financial systems, preferably within a law firm or professional services environment.
• Experience with Aderant Design Studio, including system configuration, automation, customization, and reporting.
• Solid understanding of accounting principles, financial systems, controls, processes, and best practices.
• Demonstrated ability to communicate complex technical concepts, business requirements, and system issues effectively to end users, management, and key stakeholders.
• Strong analytical and problem-solving skills with the ability to diagnose and resolve system-related issues efficiently.
• Excellent customer service, interpersonal, verbal, and written communication skills.
• Ability to build productive working relationships across departments and provide a high level of user support.
• Skilled at translating technical information into clear, user-friendly language for non-technical audiences.
• Highly adaptable and able to manage changing priorities, projects, and business needs in a fast-paced environment.
• Ability to remain composed and professional while troubleshooting issues and responding to time-sensitive requests.
• Strong organizational skills with the ability to manage multiple tasks and meet deadlines with minimal supervision.
• Proficient in working independently as well as collaboratively within cross-functional teams.

This job description is intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. Management reserves the right to assign or modify responsibilities as business needs evolve.

Equal Opportunity Employer

Kahana Feld provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Type

Full-Time, Exempt

Salary Range

$140,000-$160,000/year

Supervisory Responsibilities

None

Work Location

Hybrid

Work Schedule

8:30am - 5:30pm Monday-Friday. Occasional weekends and holidays.

Physical Requirements

Primarily sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers. The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading. Work is performed in an office environment and requires the ability to operate standard office equipment and keyboards. Must have the ability to walk short distances, and/or drive a vehicle to deliver and pick up materials. Work can be performed with or without accommodations.

Travel

10-30% domestic travel by car and by plane.

Salary Description

$140,000-$160,000/year