Finance Case Operations Assistant

Essential Job Functions And Responsibilities

• Perform daily case operations work across case setup, reporting support, data maintenance, and shared inbox coverage, while meeting service-level expectations and accuracy standards.
• Monitor the shared inbox and intake queue, route requests appropriately, follow established triage procedures, and communicate status updates to requestors.
• Complete case setup and maintenance activities accurately and thoroughly in alignment with engagement terms, billing guidelines, and documented procedures.
• Support engagement letter review follow-ups and help ensure required data is captured for downstream billing and reporting.
• Aid Billing and Commercial teams with contract pricing, exception rate setups, billing instruction maintenance, and client, vendor, and payor record setup while following established controls.

Qualifications

• Associate’s degree required, with preference for finance, accounting, business, or a related field. Bachelor’s degree preferred.
• 1–3 years of relevant experience in finance operations, billing operations, professional services operations, or a related administrative support role preferred.
• Strong computer skills, with working knowledge of Microsoft applications including Word, Excel, Outlook, and Teams, required.
• Enterprise systems experience is a plus (e.g., Elite 3E, Aderant, Oracle, NetSuite, SAP, or similar).
• Demonstrates strong interpersonal, written, and verbal communication skills and effectively listens to and clarifies requests.
• Demonstrates attention to detail, willingness to learn, and the ability to follow established procedures while exercising good judgment.
• Works effectively with others, manages competing priorities, and meets recurring deadlines with a high degree of accuracy.
• Inclusive and growth-oriented mindset, strong interpersonal skills, and an ability to work across differences.