WIP & Disbursement Specialist II

Posted 2 Days Ago
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Houston, TX
In-Office
Mid level
Legal Tech
The Role
Responsible for monitoring financial systems, resolving queries, producing reports, and supporting continuous improvement initiatives in WIP and disbursement management.
Summary Generated by Built In

Job Description

We are looking for a proactive, detail-oriented professional to join our global WIP and Disbursement team, focusing on Work in Progress (WIP) and disbursement management. This role involves monitoring financial systems, resolving queries, producing accurate reports, and supporting continuous improvement initiatives. The ideal candidate will have a keen analytical mindset, strong reporting skills, and experience collaborating with cross-functional stakeholders.

We are seeking a proactive, detail-oriented professional to join our global Work in Progress (WIP) and Disbursement team. This role is critical in ensuring accurate financial tracking and efficient disbursement processes across the firm.

Key Responsibilities

  • Monitor and maintain financial systems to ensure data integrity.
  • Investigate and resolve queries related to WIP and disbursements.
  • Produce accurate and timely financial reports for internal stakeholders.
  • Collaborate with cross-functional teams to support operational and financial objectives.
  • Drive continuous improvement initiatives to enhance efficiency and compliance.
  • Ensure quick action to close books

Ideal Candidate Profile

  • Strong analytical and problem-solving skills with a keen eye for detail.
  • Proficiency in financial reporting and data analysis.
  • Excellent communication and collaboration abilities.
  • Experience working with financial systems and cross-functional stakeholders.
  • A proactive mindset with the ability to manage multiple priorities.
  • Ability to handle multiple inquiries congruently
  • Ability to work through our month, quarter, year-end push.
  • Critical thinking skills are a must

Technical & Functional Skills

  • Financial Systems Expertise: Familiarity with ERP systems (e.g., SAP, Oracle) and WIP management tools.
  • Data Analysis & Reporting: Ability to extract, analyze, and interpret financial data; proficiency in Excel (pivot tables, formulas) and BI tools (Power BI, Tableau).
  • Accounting Knowledge: Understanding of WIP accounting, disbursement processes, and reconciliation principles.
  • Process Improvement: Experience with Lean or continuous improvement methodologies.

Analytical & Problem-Solving Skills

  • Strong ability to identify discrepancies and resolve financial queries.
  • Critical thinking for root cause analysis and implementing corrective actions.

Communication & Collaboration

  • Clear and professional communication skills for interacting with cross-functional teams.
  • Ability to explain financial concepts to non-financial stakeholders.

Organizational & Time Management

  • Detail-oriented with strong prioritization skills.
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Technical Tools

  • Advanced Excel skills.
  • Knowledge of financial reporting tools and dashboards.
  • Familiarity with workflow automation tools (optional but valuable).

All offers and/or employment contracts are contingent upon the successful completion of the Firm’s pre-employment screening process. This process may include verifying the candidate’s identity, confirming legal authorization to work in the offered position's location, and conducting a comprehensive background check, where permitted by local regulations.

Top Skills

Erp Systems
Excel
Oracle
Power BI
SAP
Tableau
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The Company
HQ: New York, NY
5,000 Employees
Year Founded: 1951

What We Do

Fragomen is a leading firm dedicated exclusively to immigration services worldwide.

Founded in 1951, Fragomen represents a broad range of companies, organizations and individuals to help facilitate the transfer of employees worldwide. We provide immigration support in more than 170 countries.
An Am Law 100 and Global 100 firm, Fragomen’s professionals are respected thought leaders in the immigration field, as recognized by Chambers, Best Lawyers and Who’s Who. The firm employs more than 4,400 immigration professionals and support staff located in over 50 offices across the Americas, Asia Pacific and EMEA.

Our services go beyond processing visa and work permit applications. We provide strategic consultative services and support to meet the full spectrum of business immigration needs. This includes government strategies and compliance, planning for mergers and acquisitions, and consular and document support. From our Immigration Technology Innovation Lab, we focus on using automation and artificial intelligence to pioneer sophisticated technology solutions to revolutionize the immigration experience for our clients.

All services are designed to improve your speed-to-ground and help you mobilize your employee population so you can remain a cutting-edge player in your industry and competitive wherever you operate.

We are committed to fostering a dynamic, diverse workplace. Year after year, Fragomen is recognized for our diversity by The American Lawyer, Law360 and the National Law Journal.

Find out more at www.fragomen.com.

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