Operations Finance Specialist

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if there is real specific content. We have job posting details: JOB TITLE, FLSA STATUS, SCHEDULE, LOCATION, REPORTS TO, POSITION SUMMARY, COMPENSATION (pay range), BENEFITS list, PRIMARY RESPONSIBILITIES (with subcategories), QUALIFICATIONS (Education), EXPERIENCE, SKILLS & COMPETENCIES (which includes many subpoints), SUPERVISORY RESPONSIBILITY, WORKING CONDITIONS, PHYSICAL REQUIREMENTS, DISCLAIMER. We need to remove boilerplate: cookie/navigation/legal/EEO etc. Not present. Remove duplicated lines, application instructions (none). Also remove minor metadata like Job ID etc (none). We need to preserve all substantive info. We need to decide sections: About the role (POSITION SUMMARY). Responsibilities (PRIMARY RESPONSIBILITIES). Requirements? Could combine Education and Experience? Usually Requirements includes education and experience. Qualifications maybe separate? But we have both Qualifications and Experience, Skills & Competencies. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include those that have content. We have: - About the role: POSITION SUMMARY. - Responsibilities: PRIMARY RESPONSIBILITIES (with subpoints). Should we break into sub-sections? Not required; just list as

• . Could keep subheadings inside li? Probably just list each bullet. - Requirements: Could include Education and Experience (minimum 3 years). Might also include supervisory responsibility? Not needed. - Qualifications: Could include the list of qualifications under "QUALIFICATIONS:" which is Education only? Actually "QUALIFICATIONS:" then "Education: Bachelor’s degree...". Then "EXPERIENCE, SKILLS & COMPETENCIES:" includes experience, skills, etc. So we could treat Qualifications as Education, and Skills as the experience/skills list. But we also have a separate "Skills" heading. So we can put Education under Qualifications, and Experience/Skills under Skills. - Benefits: list. - Pay: compensation range. - Schedule: schedule info (M-F, 37.5 hrs/week). Also location maybe? Not required to have heading for location; could fold into About the role paragraph or a short p. We also have FLSA STATUS (Non-Exempt) and REPORTS TO (Operations Finance Manager). Could fold into About the role paragraph. We need to avoid filler like "commensurate with experience". Not present. We must not repeat job title as heading. We must output only HTML fragment. Let's craft:

  About the role

  POSITION SUMMARY text plus maybe FLSA status, location, reports to.

  Then Responsibilities: we have many bullet points grouped under Fee Rates, Pricing, Financial Modeling & Profitability Analysis, Mergers and Acquisitions, Cross-Functional Collaboration & Business Support, Quality Assurance & Issue Resolution. We could keep them as separate
  under each subheading? But we only allowed headings for those specific section names; we could embed subheadings as inside li? Not prohibited. Simpler: create a single
  with all responsibilities as
  • . But we might lose grouping. However instruction: "Use
    • for any list of duties/requirements/benefits". So we can have multiple lists; each list under a heading. Could also have nested headings inside responsibilities? Not defined. Safer: create a
      with each responsibility as
      • . We'll include all bullet points. We need to extract bullet points from the text. Let's parse PRIMARY RESPONSIBILITIES: Fee Rates - Support the development and implementation of the Firm’s rate policies and procedures. - Review rate exception requests for accuracy and completeness and process approvals in accordance with established Firm policies and procedures. - Support the annual rate review process, including data preparation, validation, reporting, and assigned workstreams. - Work with Shared Service departments to improve InTapp Open and ensure data integrity. - Conduct ongoing audits of various rate types in the Aderant system, reconcile discrepancies, and maintain rate data. - Create periodic and annual Fee Rate reports for leadership. Pricing - Support the development and implementation of the Firm’s pricing policies and procedures. - Provide and compile periodic financial and pricing data to leadership regarding client and matter portfolios to inform strategic decision-making. - Assist with the implementation of the Firm’s pricing software initiative. - Conduct ongoing audits of the Firm’s pricing software, research data discrepancies, and maintain pricing data. - Maintain pricing-related data, models, and documentation to support accuracy, consistency, and audit readiness. Financial Modeling & Profitability Analysis - Assist in the development and maintenance of the Firm’s financial and profitability models. - Prepare periodic and ad hoc financial and profitability analyses to support margin, efficiency, and pricing decisions. - Create and maintain custom dashboards and reports for Attorneys using established financial data and reporting tools. - Assist with documenting financial and profitability model methodologies, policies and procedures. - Conduct ongoing audits of the Firm’s profitability model software, validate data and system outputs, research discrepancies, and maintain established system data. Mergers and Acquisitions - Compile, review, validate, and analyze financial data to support the evaluation of firm and lateral acquisition targets. - Analyze financial data and identify trends, variances, and other findings to support the evaluation of potential combinations. - Maintain M&A targets template. - Assist the Operations Integrations team with system testing and validation, as needed. Cross-Functional Collaboration & Business Support - Partner with Business Development and other stakeholders to provide pricing, modeling, and financial data for Requests for Proposals (RFPs), client presentations, and related materials. - Proactively coordinate with cross-functional teams to ensure pricing inputs, assumptions, and deliverables are complete, accurate, and aligned with Firm standards and timelines. - Assist Finance Manager with the advisement to Partners and business professionals on pricing structures and methodologies, balancing client requirements with the Firm’s financial objectives. Quality Assurance & Issue Resolution - Apply established pricing methodologies, Firm guidelines, and analytical standards to validate financial data, models, and reporting outputs. - Identify data issues, modeling risks, and inconsistencies; research underlying causes and resolve issues within established procedures or escalate for additional review. - Review work products for accuracy, completeness, and consistency with established requirements prior to delivery. Now Qualifications: Education: Bachelor’s degree in business, Finance, Accounting, Operations or a related field, preferred. Experience, Skills & Competencies: includes many bullet points. We need to split into Qualifications (Education) and Skills (Experience, Skills & Competencies). Could also include supervisory responsibility? Not needed. Thus:

        Qualifications

        Education: Bachelor’s degree in business, Finance, Accounting, Operations or a related field, preferred.

        Skills

        • Experience: Minimum of 3 years of experience supporting financial analysis, mergers and acquisitions, pricing, profitability analysis, or related financial activities, including compiling, reviewing, and validating financial data used to support transaction analysis, pricing decisions, profitability analysis, financial reporting, or other business decisions. Experience within a law firm or professional services environment, including exposure to firm combinations, lateral acquisitions, client or matter pricing, fee rates, profitability, or related financial processes, preferred.
        • Mergers & Acquisitions: Demonstrated experience supporting M&A or related transaction activities, including compiling, reviewing, validating, and analyzing financial data; supporting due diligence activities; maintaining acquisition and lateral target information; and preparing financial information used to evaluate potential combinations preferred.
        • Technical Skills: Proficiency in Excel, including pivot tables, VLOOKUP/XLOOKUP, financial formulas, charts, and data analysis, with demonstrated experience using financial data to prepare and validate reports and analyses. Experience working with financial, pricing, billing, profitability, or related business systems; familiarity with Power BI or similar reporting and visualization tools preferred.
        • Financial & Analytical Skills: Knowledge of financial concepts and analytical techniques applicable to pricing, profitability, transaction, and related financial data, with the capability to interpret financial information, perform defined analyses, and identify trends, discrepancies, and financial impacts requiring further review.
        • Data Validation & Reconciliation: Skilled in reconciling financial data across systems and sources, identifying inconsistencies and data integrity issues, and tracing discrepancies to their source to support accurate financial models, reporting, and analysis.
        • Problem-Solving: Applies established procedures to research and resolve routine financial, data, and process issues, including identifying the source of discrepancies and escalating matters that fall outside established processes or require additional review.
        • Communication & Collaboration: Effective verbal and written communication skills to explain financial information, clarify data requirements, and coordinate with attorneys, Finance, Business Development, Shared Services, and other business professionals.
        • Confidentiality & Professionalism: Maintains confidentiality of sensitive financial, client, employee, transaction, and business information in accordance with Firm policies and established requirements.
        • Process Documentation: Experience documenting financial processes, procedures, model methodologies, and system requirements with sufficient detail to support consistent application, data integrity, and ongoing maintenance.
        Now Benefits: list.

        Benefits

        • Medical
        • Vision
        • Dental
        • PTO
        • 401k
        • Life
        • Disability
        Pay: compensation range.

        Pay

        We expect the hourly rate for this position to be between $38.00 and $44.00.

        Schedule: schedule info.

        Schedule

        M-F, 37.5 hrs./week (hybrid work environment)

        We could also include location in About the role paragraph. Now About the role paragraph: include POSITION SUMMARY, FLSA status, location, reports to. Let's craft:

        The Operations Finance Specialist supports the Firm's financial operations related to mergers and acquisitions, fee rates, pricing, and profitability. The position compiles, reviews, validates, and analyzes financial data; prepares recurring and ad hoc reports; maintains financial information, models, and related systems; and performs defined financial analyses used to support acquisition targets, lateral opportunities, pricing, and profitability decisions. The Operations Finance Specialist works with Finance, Business Development, Shared Services, attorneys, and other business professionals to coordinate financial information, support established financial processes, maintain data and system accuracy, and identify issues requiring further review or escalation. FLSA status: Non-Exempt. Location: Kansas City, MO (hybrid work environment). Reports to: Operations Finance Manager.

        Make sure not to repeat job title. Now ensure we didn't include any boilerplate like DISCLAIMER, SUPERVISORY RESPONSIBILITY, WORKING CONDITIONS, PHYSICAL REQUIREMENTS. Those are boilerplate? They are not explicitly listed as boilerplate to remove, but they are generic. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." Those sections are not those categories. However they might be considered boilerplate? Not sure. The instruction says to preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep substantive info. Working conditions, physical requirements could be considered substantive. But we have limited sections headings; we could incorporate them into About the role or a separate section like "Working Conditions". But we only have predetermined headings list; we could add a section for Working Conditions if not in list? The instruction says use

        for section headings