Financial Systems Consultant

Steel Ridge Partners · Katy, TX · 3 wk ago

SalesFull-time

Lead end-to-end implementation and optimization of financial systems for legal industry clients, including scoping, configuration, testing, training, and go-live support
Serve as the primary point of contact for assigned client engagements, managing relationships, setting expectations, and ensuring satisfaction throughout the project lifecycle
Conduct current-state assessments of client financial processes and systems, identifying gaps, risks, and opportunities for improvement
Design and document future-state workflows, system configurations, and integration requirements aligned with client operational needs and regulatory considerations
Collaborate with internal technical teams to configure and customize financial platforms, ensuring solutions meet both functional and compliance requirements
Support data migration activities, including data mapping, validation, and reconciliation across financial systems
Develop and deliver client-facing training materials, user guides, and documentation to drive adoption and self-sufficiency
Contribute to business development efforts by participating in proposals, client presentations, and thought leadership activities
Mentor junior team members and contribute to internal knowledge sharing across the organization

5+ years of experience in financial systems consulting, implementation, or a related discipline
Bachelor's degree in Accounting, Finance, Information Systems, Business Administration, or a related field
Demonstrated ability to manage client-facing engagements with multiple stakeholders from discovery through go-live
Strong understanding of legal billing standards (e.g., LEDES, ABA billing guidelines), trust accounting requirements, and matter-based financial reporting
Experience with legal or professional services financial platforms such as Aderant, Elite 3E, Clio, Sage Intacct, NetSuite, or comparable systems
Proven track record of delivering projects on time and within scope in a billable consulting environment
Ability to work independently, manage competing priorities, and escalate appropriately

Financial Systems Knowledge — Hands-on experience implementing, configuring, or optimizing financial platforms in a professional services environment. Working knowledge of ERP systems, billing platforms, and legal-specific financial tools, including system integration patterns, data flows, and common financial reporting structures.
Legal Industry Expertise — Familiarity with law firm operations, matter-based accounting, trust accounting, and legal billing standards. Able to navigate the regulatory and compliance considerations common to legal financial environments.
Client Engagement and Communication — Builds trusted client relationships, manages expectations across diverse stakeholder groups, translates complex technical concepts for non-technical audiences, and communicates status, risks, and recommendations proactively.
Project and Process Management — Manages multiple workstreams simultaneously with strong attention to detail, documents current and future-state workflows clearly, and identifies risks early to keep engagements on track.
Growth and Accountability — Takes ownership of assigned work, seeks opportunities to deepen domain expertise, and demonstrates professionalism, reliability, and a client-first mindset.

Master's degree in Business Administration, Finance, or a related discipline
Professional certification such as CPA, PMP, or system-specific credentials (e.g., Sage Intacct Certified Consultant, NetSuite SuiteFoundation)
Experience in a Big 4 or mid-market professional services firm
Familiarity with legal technology ecosystems, including document management, matter management, and e-billing platforms

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