Finance Optimizer - provide core accounting services for Law Firms

Work set-up: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Bachelor's degree in accounting or related field, CPA exam passed preferred., 3-5 years of experience in public or corporate accounting, including trust accounting., Proficiency in QuickBooks Online and financial technology tools., Strong analytical skills and proficiency in Microsoft Excel..

Key responsibilities:

  • Handle core accounting tasks for law firm clients, including trust accounting.
  • Complete month-end close, reconciliations, and expense management.
  • Sync financial data across various tech platforms and ensure data accuracy.
  • Collaborate with team members to improve workflows and processes.

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Vineskills
11 - 50 Employees
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Job description

Vineskills is looking for a core accountant based in the Philippines to join our fully remote team. In this role, you'll work closely with our Finance Optimizers to support law firm clients by managing core accounting functions and syncing financial data across modern tech platforms.


We're looking for someone who's detail oriented, tech-curious, and excited to improve systems for clients. If you love clean reconciliations, smart workflows, and digging into data, and trust accounting, this might be the perfect fit for you!

What you'll get to do:

  • Reporting to the core accounting lead, you will work closely with fellow finance optimizers, handling essential accounting tasks for our law firm clients, including trust accounting.
  • Complete month-end close, reconciliations, bill and expense management, tech stack syncing, and reconciliations between different tech systems for our clients.
  • Become familiar with Filevine and our QuickBooks integration

A strong understanding of the following is preferred:

  • Deep knowledge of accounting functions, including financial review, reconciliations, and internal control
  • QuickBooks Online for accounting (QuickBooks Online Pro Advisor preferred)
  • Live Bank Feed in QBO - rules, matching, etc.
  • Expense management platforms (Bill.com, Ramp, Expensify)
  • Exceptional proficiency in Microsoft Excel and the ability to analyze financial data
Who is an ideal fit for the role?
  • Bachelor's degree in accounting or related field, CPA exam passed (preferred but not required)
  • 3-5 years of experience in public or corporate accounting (U.S. & trust accounting)
  • Someone who gets energy from building and improving workflows and proactively shares ideas for process improvement to benefit clients and the team
  • Technologically savvy and inquisitive, with a passion for financial technology
  • Well-organized and effective at managing task lists with proven experience meeting regular deadlines
  • Excellent written and verbal communications; responsive within 24 hours to client emails, inquiries and daily accounting tasks
Why work with Vineskills?
  • 100% remote company based in the U.S. with flexible work hours
  • Opportunity to grow your legal-finance-tech career in a fast-growing company
  • 10 Filipino holidays off
  • 13th-month pay
  • Join an amazing team of talented, passionate, and fun people. Check out our About page.

About Vineskills:

We are a fast-growing team of 50 legal-tech professionals focused on helping law firms grow with Filevine, a case management platform. In addition to consulting services that help firms adapt and optimize their processes with technology, we also built a QuickBooks Online integration, now used by hundreds of clients, with more joining every day. During our integration setup, we saw many firms that could benefit from outsourced accounting services, which led us to launch a new offering called Finance Skills. We are expanding our team to support this growth! 

Finance Skills is Vineskills' latest offering. It provides full-service accounting expertise with a deep understanding of QuickBooks and Filevine. This combination gives our clients a significant advantage in productivity, performance, and overall financial management.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Excel
  • Time Management
  • Detail Oriented
  • Communication

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