Financial Liaison

Do your strengths include customer service and being a numbers person? Do you thrive in explaining financial topics to “non-numbers” people?

Our Financial Liaison will act as the contact person between our bookkeepers and our members. In this role, your days will be spent understanding and explaining financial packages to our members who are receiving bookkeeping services. 

Intrigued? Here are some of the tasks you will be working on:

• Acting as main point of contact between our bookkeepers, members, and their internal team

• Explaining the monthly financial packages to members

• Following-up with clients on any missing information needed for Bookkeeping

• Maintaining member information

• Conducting end-of-month member review meetings to educate and clarify information regarding their books

• Communicate with internal team regarding members to ensure a smooth flow of information

• Maintaining a positive, empathetic, and professional attitude toward customers always

• Responding promptly to customer inquiries and/or complaints

Here is how YOU can tell if you may be the right person for the job:

• YOU understand financials and reports (like you are a P&L master)

• YOU are a strong communicator who understands the importance in working with and through people

• YOU know how to build, maintain, and leverage relationships

• YOU have some patience, humor, and tolerance for what other people may view as “silly questions”

• YOU love customer service and helping others

Still excited about this role? Here are the ways your resume can show us how great you are:

• You must have experience in an advanced customer service focused role where you worked closely with the P&L 

• Financial report knowledge (you don't just know but fully understand the P&L)

•BONUS points if you have prior experience in a Controller role for a small business

**This position may require travel to quarterly conferences and other trainings**

Now here's more about us:

How to MANAGE a Small Law Firm is a fast-growing and highly-entrepreneurial business management, personal development and coaching company, specializing in solo and small law firms. Inc. Magazine has named How to MANAGE a Small Law Firm to its list of the 5,000 fastest growing privately held companies in the United States every year since 2015. We've also been named by Inc. as one of the 'Best Places To Work'. We are very much a “start-up” with a fast-paced growth focused environment. Working with us can prove to be the best job you ever had or the most frustrating depending on your flexibility, team-spirit, commitment to our clients and your realistic expectations about what it's like to work in a fast-paced growing business.

Our culture....

We are a rapidly growing company and we are seeking an individual who can keep up and can maintain a comfortable presence in our ever-changing environment. If you're intellectually curious, ready to learn, and a team player - this will be the perfect role for you! If you're not a self-starter, need a lot of supervision, or are looking for a 9 - 5 that won't challenge you, we're not it.

HTM 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.

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