Finance and Billing Specialist

Job Duck

. Cross-train on finance department functions to provide operational coverage .

Posted 11/4/2026full-timeRemote • Chile, Mexico, Honduras, El Salvador, Colombia, Argentina, PeruJuniorMid-Level💰 $1,015 - $1,100 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced proficiency in Microsoft Excel and Google Sheets for financial reporting and analysis, while effectively managing client invoices and collections in a fast-paced finance environment. Exhibits strong organizational skills and attention to detail to ensure compliance with billing schedules and deadlines.

Highest-signal resume keywords

Advanced Proficiency In Microsoft ExcelClient Invoice ManagementFinancial Reporting And AnalysisAccounts Receivable ExperienceBilingual Communication Skills (English And Spanish)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Billing PreparationFinancial ReportingPayment ProcessingTrust Fund ManagementData AnalysisInvoice GenerationConflict ChecksProcess ImprovementTime ManagementAttention To Detail

Soft Skills

Strong Communication SkillsOrganizational SkillsProblem-Solving SkillsAbility To Work IndependentlyTeam Collaboration

Tools & Technologies

Microsoft ExcelGoogle SheetsRocket MatterFileVine

Industry Keywords

Accounts ReceivableLegal FinanceFinancial TransactionsBilling SchedulesOperational Coverage

About the role

Key responsibilities & impact

Cross-train on finance department functions to provide operational coverage
Upload time entries and assist with billing preparation processes
Manage client cost requests by coordinating payment collection activities
Attend weekly finance meetings to discuss accounts receivable metrics, action items, and operational issues
Prepare, download, and distribute client invoices and account statements
Transfer applicable trust funds for legal fees and costs
Review and revise pre-bill comments received from billing and department stakeholders
Provide client financial status updates and trust balance information to legal teams
Generate client pre-bills according to weekly billing cycles for review and approval
Communicate with clients regarding outstanding balances and payment requirements
Attend firm-wide meetings and contribute to team objectives
Maintain trust reconciliation records and generate trust movement summaries
Coordinate invoice approvals with department leaders
Upload client payments into cash flow reports and provide financial updates to leadership
Ensure compliance with internal billing schedules and reporting deadlines
Identify opportunities to improve reporting efficiency and workflow effectiveness
Document and update processes and procedures to maintain accurate training materials
Perform conflict checks and administrative finance-related support tasks
Support finance team members with operational tasks during periods of absence or increased workload
Assist legal teams by providing financial reporting and account information as needed
Generate reports detailing client fees, expenses, and financial activity

Requirements

What you’ll need

Monday through Friday, 8:30 AM to 5:30 PM EST
2–3 years of previous experience in billing, finance, accounting, accounts receivable, or legal finance environments preferred
Experience managing client invoices, collections, financial reports, and payment processing
Experience working with strict deadlines and high-volume financial transactions
Proficiency with Microsoft Excel, Google Sheets, Rocket Matter, and FileVine
Advanced Excel skills, including formulas and reporting functions (MANDATORY)
Ability to generate and maintain financial reports
Ability to analyze client balances and trust account activity
Strong written and verbal communication skills in English and Spanish
Excellent attention to detail
Highly organized with strong time management abilities
Ability to manage multiple priorities simultaneously
Strong analytical and problem-solving skills
Ability to meet strict deadlines consistently
Professional client communication skills
Comfortable discussing outstanding balances and collecting payments
Ability to work independently and collaboratively
Proactive approach to identifying and implementing process improvements
Advanced proficiency in Microsoft Excel
Proficiency in Google Sheets
Script editing experience in Google Sheets
Adaptability and willingness to cross-train on multiple finance functions
Strong sense of accountability and ownership
Ability to maintain confidentiality with sensitive financial information
Process-oriented mindset with commitment to accuracy

Benefits

Comp & perks

Remote job opportunity
Great Place to Work Certification workplace
Excellent professional growth opportunities