Finance & Accounting Manager

About Us

Gemini Legal is an industry-leading legal support company headquartered in Rocklin, California, serving attorneys across the state. We combine proprietary, in-house developed technology with vocational counseling for injured workers to deliver comprehensive support throughout the life of a case. Our culture is built on accountability, collaboration, and service, with an open-door leadership philosophy and a commitment to promoting from within. Employees may be exposed to confidential, private, or sensitive information protected under HIPAA.

About The Role

The Finance & Accounting Manager plays a key leadership role in overseeing core financial operations, developing and maintaining processes that support accuracy, compliance, and efficiency across the Finance department. This position manages month-end close, balance sheet reconciliations, financial reporting, cash management, tax compliance, and cross-functional coordination with internal and external stakeholders, including auditors and banks. The role also leads financial technology system improvements and process streamlining in partnership with the VP of Finance.

Responsibilities

• Develop and maintain processes to support team functions and financial controls, improving workflow efficiency.
• Prioritize tasks and projects for the team, ensuring quality work and completion of daily assignments.
• Oversee finance and accounting operations including accounting, reporting, cash application, bank and credit card management, financial reporting, supplies, equipment, and administrative responsibilities.
• Lead month-end and period-end accounting close processes, ensuring timely reconciliations and resolution of discrepancies.
• Manage balance sheet, cash, and working capital for Gemini Legal Support, Inc. and Gemini Freehold LLC.
• Establish, monitor, and achieve key performance indicators (KPIs) that support revenue growth, expense management, and operational excellence.
• Maintain and optimize accounting systems, including QuickBooks, Orange Screen, Bill.com, Tri-Star, Stripe, and Paylocity, ensuring data integrity and process efficiency.
• Serve as primary liaison for all banking activities, including administration, security, wires, loan documentation, and line-of-credit management.
• Engage with CPA auditors and manage associated finance and accounting process remediations.
• Manage insurance and benefit audits by ensuring accurate and timely submission of required documentation.
• Lead the cash application team to ensure timely and accurate processing while maintaining strong financial controls.
• Identify, evaluate, and implement process improvements and technology solutions, including lockbox services, to enhance efficiency and accuracy.
• Drive revenue optimization initiatives through process improvements, performance analysis, and cross-functional collaboration.
• Support management and remediation of historical unallocated cash payments.
• Ensure timely submission and accuracy of personal property tax statements across multiple jurisdictions.
• Provide training, mentorship, and support to team members on financial systems, processes, and professional development.
• Develop and maintain financial controls, procedures, and documentation in collaboration with the VP of Finance.
• Prepare, support, and participate in monthly financial reviews with the CEO and President, including KPIs, financial metrics, and forecasts.
• Plan and implement improvements to processes, methodologies, and tools utilizing root cause analysis.
• Lead or support the discovery and adoption of artificial intelligence within Finance.
• Promote Gemini Legal’s core values, high ethical standards, and a culture of problem-solving.
• Ensure adherence to all company policies, procedures, and professionalism standards.
• Stay current with industry knowledge through workshops, publications, and networking.
• Lead by example, fostering professional growth and accountability within the team.
• Perform other duties as assigned.

Requirements

• Bachelor’s Degree in Accounting, Business Administration, or a related field preferred.
• 5+ years of progressive experience in a finance or accounting role required.
• 2+ years of experience leading a team required.
• CPA license preferred.
• Thorough knowledge of GAAP, revenue recognition, and procedures.
• Experience with balance sheet and cash management.
• Leadership and mentoring skills.
• Exposure to external auditors and banking partners.
• Ideally experience with high volume revenue streams.
• Ability to work closely within a management team and with external providers.
• Advanced time management and organizational skills.
• Strong verbal and written communication skills.
• Analytical with strong critical thinking ability and attention to detail.
• Ability to handle a high volume of work and function in a fast-paced environment, on deadline.
• Strong self-management aptitude with the ability to conduct independent work and team collaboration.
• Ability to maintain confidentiality.
• Demonstrate accuracy, dependability, and consistency in work assignments.

Skills

• Highly proficient in QuickBooks, Excel, Google Workspace (Docs, Sheets, Calendar, Gmail, etc.), and Adobe Acrobat.
• Experience creating financial statements, reports, and analyzing data, including the use of spreadsheets and pivot tables.
• Experience with ERP integration to financial and accounting systems.
• Understanding of AI and possible business adoption and leverage.
• Exceptional teamwork and leadership skills.
• Familiarity with Lean business principles, flowchart processes, and value stream mapping is a plus.

Environment & Physical Requirements

• Must be able to perform the essential functions of the position with or without accommodation, including:
• Sitting for at least one hour at a time (total: 6-8 hours/day).
• Keyboarding for extended periods of time (total: 6-8 hours/day).
• Using a phone with or without a headset for extended periods (total: 1-2 hours/day).

Travel may be required for this position up to 10% of working hours.

Schedule

Monday-Friday, 8:00am-5:00pm (Hybrid-Remote / Rocklin, CA HQ).

Pay

The pay range for this role is $120,000–$149,000 annually. Starting pay for new hires is typically within the lower third of the range: $120,000-$129,667 annually. Exceptions may be made based on factors such as education, specialized skills, or significant relevant experience.

Benefits

• Comprehensive health coverage including medical, dental, and vision.
• Generous time-off to support work-life balance including PTO, volunteer time, sick time, and paid holidays.
• 401(k) plan with company match to support your financial future.
• Company culture rooted in shared values and community.
• Education tuition reimbursement program.
• Employee Assistance Program (EAP) and legal assistance benefit.
• Company-paid annual donation to a non-profit or charity of your choice.
• Employee recognition program with gifts and awards.