Financial Operations Assistant – Bilingual – Part-Time

Role Overview

The Financial Operations Assistant will manage the firm’s day-to-day financial activities, including client billing, payment processing, collections, business expenses, cash flow monitoring, and financial reporting. This is a hands-on position for someone with a strong financial background who is comfortable independently handling client billing, payment processing, collections, business expenses, cash flow monitoring, and financial reporting.

What You Will Do

The ideal candidate will be responsible for preparing and sending client invoices, monitoring accounts receivable, managing client payment plans, and communicating with clients regarding invoices, payments, and outstanding balances. They will also be responsible for managing daily business payments, vendor invoices, and recurring financial obligations, monitoring the firm’s operating bank account and business credit card transactions, and tracking and organizing company expenses, subscriptions, and vendor payments.

Why It Might Be a Fit

The successful candidate will be hands-on, financially knowledgeable, proactive, detail-oriented, independent, trustworthy, and communicative. They will be able to understand cash flow, revenue, expenses, and the importance of financial controls, and will be able to work effectively with the Managing Attorney, CPA, and external bookkeeper.

Requirements

• Minimum of 2–3 years of experience in financial administration, financial operations, accounts receivable, billing, or a related field.
• Educational background or professional training in Finance, Accounting, Business Administration, or a related discipline.
• Demonstrated experience preparing invoices, processing payments, managing collections, and tracking business expenses.
• Good understanding of business cash flow, financial controls, and basic financial reporting.
• Strong Microsoft Excel skills and familiarity with financial management software.
• Excellent attention to detail, organizational skills, and accuracy.
• Ability to work independently, prioritize responsibilities, and meet deadlines.
• Strong written and verbal communication skills.
• High standards of confidentiality, professionalism, integrity, and accountability.
• Bilingual: English and Spanish

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