Legal Finance Manager (Hybrid)

Trustpoint.One; Washington, Baltimore (District of Columbia, MD); Hybrid; USD 145,000 - 170,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Trustpoint.One seeks an experienced Legal Project Manager (LPM) to partner with attorneys and business professionals to drive matter efficiency, financial performance, and client value.

The role emphasizes financial oversight, budgeting, forecasting, and reporting, plus process improvements and AI-enabled technology to transform how legal services are delivered across the firm. You will collaborate across Pricing, Finance, and Billing, among others.

Qualifications

• Bachelor's degree or equivalent experience required.
• JD or MBA strongly preferred.
• 5+ years in legal project management or legal finance.
• Experience developing matter budgets and financial reporting.
• Advanced Microsoft Excel skills.
• Experience with Aderant or Elite financial systems.
• Strong Power BI and data visualization skills.
• Proven process improvement and reporting experience.
• Ability to build trusted relationships with attorneys, clients, and staff.

Responsibilities

• Developing and managing matter budgets, forecasts, and financial plans.
• Monitoring financial performance including budget vs. actuals, WIP, and variances.
• Partnering with attorneys to manage scope, staffing, and financial risks.
• Preparing financial reports and budget updates for clients and leadership.
• Leveraging AI-enabled tools to improve matter management and reporting.
• Collaborating with Pricing, Finance, Billing, and other teams on budgeting.
• Driving adoption of legal project management best practices.

Skills

Financial acumen

Relationship-building

Innovation mindset

Data analysis

Education

Bachelor's degree or equivalent

JD or MBA strongly preferred

Tools

Power BI

Microsoft Excel

Aderant

Elite

Job description

Our client is seeking an experienced Legal Project Manager (LPM) to partner with attorneys and business professionals to drive matter efficiency, financial performance, and client value. This role is ideal for a forward-thinking professional who is passionate about legal operations, financial management, process improvement, and leveraging AI-enabled technology to transform how legal services are delivered.

What You'll Do

As a Legal Project Manager, you will help attorneys successfully manage matters from inception through completion by providing strategic financial oversight and project management support.

Key responsibilities include:

• Developing and managing matter budgets, forecasts, and financial plans
• Monitoring financial performance, including budget-to-actual results, WIP, realization, collections, and budget variances
• Partnering with attorneys to manage scope, staffing, financial risks, and client expectations
• Preparing financial reports, accruals, and budget updates for clients, attorneys, and firm leadership
• Leveraging AI-enabled tools and firm technology to improve matter management, decision‑making, reporting, and efficiency
• Collaborating with Pricing, Finance, Billing, and other business services teams to support budgeting and forecasting initiatives
• Driving adoption of legal project management best practices and enhancing reporting, processes, and financial systems

What We're Looking For

We're interested in professionals who combine strong financial acumen with relationship‑building skills and a passion for innovation.

Qualifications

• Bachelor's degree or equivalent experience required
• JD or MBA strongly preferred
• 5+ years of experience in legal project management, legal finance, pricing, or law firm financial operations
• Experience developing matter budgets, forecasts, and financial performance reporting
• Advanced Microsoft Excel skills
• Experience with law firm financial systems such as Aderant or Elite
• Strong proficiency with Power BI, data analysis, financial modeling, and visualization tools
• Demonstrated success in process improvement, technology adoption, and reporting enhancement
• Ability to build trusted relationships and collaborate effectively with attorneys, clients, and business professionals

Why Consider This Opportunity?

• Work in a highly visible role supporting attorneys and firm leadership
• Help drive innovation through AI-enabled technologies and modern legal operations practices
• Influence financial strategy and matter performance across complex legal engagements
• Collaborate with a talented team dedicated to excellence and client service
• Enjoy the flexibility of a hybrid work environment

Compensation

Washington, DC Salary Range: $145,000 - $170,000 annually

Actual compensation will vary based on experience, skills, qualifications, and geographic location.

Physical Requirements

• Must be able to perform essential duties satisfactorily with reasonable accommodations
• Work is generally performed sitting, talking, hearing, and typing
• This is a high-volume screen-based role, requiring constant, prolonged computer usage, including but not limited to: reviewing documents, managing visual content, and attending virtual meetings
• Visual acuity required for computer use, data analysis, and extended reading
• Prolonged periods of sitting at a desk and working on a computer
• Frequent use of hands and fingers for typing and document handling
• Occasional standing, walking, bending, and reaching
• Ability to lift and carry items weighing up to 15 pounds

Remote Work & Information Security Requirements

Employees in this role are expected to maintain a work environment that supports the protection of confidential, proprietary, and client-sensitive information, consistent with Company policies and applicable legal and regulatory requirements. To support these obligations, individuals in this role should be able to:

• Maintain a secure and reliable internet connection capable of supporting required systems and applications
• Utilize company‑issued or approved technology, including compliance with required security tools (e.g., VPN, multi‑factor authentication, endpoint protection)
• Conduct work in a manner that protects the confidentiality of information, including taking reasonable steps to prevent unauthorized access, viewing, or disclosure of sensitive materials
• Follow all applicable information security, data privacy, and acceptable use policies as communicated by the Company
• Promptly report any suspected security incidents, breaches, or system vulnerabilities in accordance with Company protocols

Workplace Monitoring & Data Use Notice

To protect client and Company systems, data, and confidential information, Trustpoint This memorandum is intended for internal use only and may contain confidential or privileged information. Distribution should be limited to authorized personnel. may implement reasonable administrative, technical, and physical safeguards, which may include monitoring of Company‑provided systems, devices, and networks, consistent with applicable law. In certain roles, individuals may perform work within client‑controlled environments, including client systems, platforms, or physical worksites. In such cases, work activities may also be subject to the client’s applicable policies, procedures, and monitoring practices. Trustpoint does not control client monitoring practices but expects that any such practices will be conducted in accordance with applicable laws and contractual obligations. Additional information regarding applicable policies will be provided during the onboarding process or prior to assignment, as appropriate.

Client Specific Requirements Notice

Certain roles may be subject to additional client‑specific screening, compliance, or credentialing requirements. Any such requirements will be communicated at the appropriate stage of the hiring process and will be administered in accordance with applicable federal, state, and local laws.

Pay Transparency Notice

Pursuant to applicable law, this position includes a good‑faith salary or hourly range at the time of posting. The final compensation offered will be determined based on factors including, but not limited to, relevant experience, skills, education, geographic location, and business needs.

Equal Employment Opportunity Statement

Trustpoint provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type. Employment decisions are made without regard to any protected characteristic under applicable federal, state, or local law

Trustpoint may utilize technology tools, including applicant tracking systems and automated screening tools, to support the recruitment process. Such tools are used in a manner consistent with applicable laws and are not the sole determinant of hiring decisions