Director of Finance in King of Prussia, Pennsylvania at Chartwell Law Offices

The Director of Finance serves as both an operational finance leader and the firm's primary subject matter expert for financial systems, workflows, and accounting processes. This individual is responsible for ensuring that financial operations, technology, and internal controls work together effectively to support the firm's continued growth and operational excellence.

Primary Job Duties:

• Act as the primary resource for questions regarding accounting workflows, system functionality, financial data, and transaction processing.
• Oversee all accounting operations, including general ledger, accounts payable, payroll, expense reimbursements, trust accounting, cash application, and account reconciliations.
• Manage the monthly close process.
• Maintain accounting policies, procedures, and internal controls.
• Oversee the accounts payable function, including expense reimbursements, vendor payments, and corporate card program.
• Ensure compliance with firm policies and approval requirements.
• Review and resolve escalated reimbursement and policy compliance issues.
• Identify opportunities for automation and process improvement.
• Manage card issuance, maintenance, cancellations, and credit limits.
• Monitor compliance with corporate card policies and receipt requirements.
• Review semi-monthly payroll
• Oversee client trust accounting activities in multiple jurisdictions.
• Ensure compliance with state bar rules and trust accounting regulations.
• Monitor trust reconciliations and maintain strong internal controls.
• Support office personnel on trust account procedures and requirements.
• Manage annual renewal requirements for business licenses, registrations, and other corporate filings to ensure the firm remains in good standing.
• Manage registration updates and filings resulting from office relocations, name changes, address changes, and other corporate structure modifications.
• Serve as administrator for the firm’s online banking platforms.
• Manage treasury functions.
• Coordinate the opening and maintenance of operating and trust bank accounts.
• Monitor banking services and identify opportunities for operational efficiencies.
• Evaluate and improve accounting workflows and procedures.
• Lead implementation of new technologies and process automation initiatives.
• Develop scalable processes that support continued firm growth.
• Create and maintain standard operating procedures and training materials.
• Directly manage team members.
• Coach, mentor, and develop staff.
• Establish performance expectations and promote accountability.
• Foster a culture of continuous improvement, accuracy, and service.

Key Competencies:

• Communicating – Service Managers provide the information required by others in a concise, direct, and unambiguous way. They strive to ensure that the receiver clearly understands the specifics of their message and they are able to listen to, receive, and understand messages conveyed by others.
• Team Building – Service Managers enable and encourage group members to work together to complete tasks and accomplish goals that individual members could not accomplish alone.
• Service Focus – Service Managers place great emphasis on creating customer loyalty by ensuring the highest value of service is always provided and by delivering on commitments to the customer.
• Process Management – Service Managers take a systematic approach in contributing to making the company’s workflow more effective, efficient, and capable of adapting to an ever-changing environment.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

This position may be designated as remote, hybrid, or fully in-office, depending on the needs of the role, office location, and Firm requirements.

• Bachelor’s degree in accounting or related field (CPA is preferred)
• 10+ years of related accounting experience in a mid to large company, with at least 5 years in a management role
• Law firm experience required
• Aderant, or similar experience required
• Strong knowledge of GAAP and accounting operations
• Strong organizational skills and ability to multi-task
• High degree of accuracy and attention to detail
• Strong, working knowledge of Microsoft Excel
• Experience managing month-end close and financial reporting processes
• Ability to interact effectively and professionally with people at all organizational levels
• Exceptional organizational, analytical, and problem-solving abilities

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