Disbursements Financial Analyst

Posted 13 Days Ago
Be an Early Applicant
Financial District, San Francisco, CA
1-3 Years Experience
Legal Tech
The Role
Responsible for analyzing accounts, data accuracy, tax reporting, and financial reconciliation. Requires a Bachelor's degree in accounting or related field. Must have strong Excel skills, attention to detail, and ability to meet deadlines in a high-pressure environment.
Summary Generated by Built In


It's fun to work at a company where people truly believe in what they are doing!

Job Description:

This position requires that the individual possesses knowledge of basic accounting principles, operational procedures, excellent computer (at least intermediate level Excel skills required) and communication skills (both written and oral) and the ability to deal professionally with both internal and external business contacts. He/she will be responsible for reporting on project status and issue resolution to Disbursements Team managers as well as project managers and clients as applicable. He/she must be highly organized, have a great attention to detail, be self-motivated, possess the ability to meet deadlines and works well in a high pressure environment. This position also requires that all applicants pass a basic credit and background check.

Essential Duties & Responsibilities 
• Analyzes accounts and data for accuracy. This would include extracting data from the company database and running queries and filters on this data in excel to provide reports to management. Be able to offer a problem resolution and implementation plan. Reconcile and investigate any unexpected discrepancies.

• Apply for tax identification numbers from state and federal agencies and professionally respond to inquiries from these same agencies. Manage the application process to ensure that all required identification numbers are timely received. Follow up to ensure the process is completed by the target date.

• Maintains client and correspondence files.

• Prepare quarterly and yearly reconciliation reports for quarterly and yearly income tax reporting.

• Daily recording of time in company timekeeping system

• Confirm all posting of checks and other transactions to account records and investigate any unexplained discrepancies in account activity.

• Provides assistance and performs special projects and duties as assigned by the Senior Financial Analyst and/or Disbursement Team manager.


Job Qualifications and Requirements
The position requires Bachelors degree from four-year college or university, with accounting graduates strongly preferred; or some college classes with two to four years related experience and/or training; or equivalent combination of education and experience.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.

Top Skills

Excel
The Company
HQ: New York, NY
6,282 Employees
On-site Workplace
Year Founded: 1988

What We Do

Epiq, a global technology-enabled services leader to the legal industry and corporations, takes on large-scale, increasingly complex tasks for corporate counsel, law firms, and business professionals with efficiency, clarity, and confidence. Clients rely on Epiq to streamline the administration of legal department and business operations, class action and mass tort, eDiscovery, regulatory, compliance, restructuring, and bankruptcy matters. Epiq subject-matter experts and technologies create efficiency through expertise and deliver confidence to high-performing clients around the world. Learn more at www.epiqglobal.com.

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