Financial Data & Case Management Expert 2
Key Responsibilities: 1. Financial Data Management Input and reconcile invoices, expenses, and bank statement in FreshBooks. Ensure accurate tracking of payments, overdue accounts, and matter-specific budgets. 2. Case & Financial Reporting - Generate monthly financial reports (P&L, cash flow) and case dashboards. - Update Excel/Google Sheets templates for real-time tracking. - Update PowerPoint for presentations and reviews. 3. Analysis & Compliance - Identify discrepancies in billing or case data and flag anomalies. - Summarize financial/case trends. Skills & Requirements Must-Have: 2+ years of experience in finance, data analysis, or administrative roles (preferably in legal/professional services). Expertise in: FreshBooks (data entry, reconciliation, reporting). Exce...
Keyword: Data Entry
Delivery Time: 3 days left days
Price: $11.0
Accounting Business Analysis Data Entry Excel Finance
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