Finance Assistant

JOB SUMMARY:The Finance Assistant provides administrative support to the Finance Department and Chief Financial Officer and assists with the day-to-day tasks of the Finance Department. This may include, but is not limited to composing, editing, and proofreading documents and correspondence for accuracy, relaying and/or resolving routine inquiries or escalating to the appropriate party and processing various forms. The Finance Assistant also performs data entry, schedules meetings as well as establishes and maintains various records. This role requires an understanding of simple mathematical calculations.. ESSENTIAL FUNCTIONS:Maintains and distributes a variety of financial reports and documents, on a weekly/monthly/quarterly/annual and ad hoc basis. Prepares and distributes the weekly New Clients/Matters report Produces the monthly Time Summary report for the Firm Financials package (and other distributions as cited below). Maintains and distributes monthly hours reports. Combines and distributes monthly Financials packages to Equity Shareholders. Produces, combines, and distributes 2-report packages to NES/Counsel. Assembles and distributes annual PPP reporting packages to Equity Shareholders, NES/Counsel, and the Executive Committee. Produces, combines, and distributes 2-report packages to NES/Counsel. Assembles and distributes annual PPP reporting packages to Equity Shareholders, NES/Counsel, and the Executive Committee. Processes, assembles and distributes Shareholder Check-In materials. Maintains Finance records and files for the Chief Financial Officer and department as needed. Coordinates departmental meetings and maintains a meeting schedule. Prepares and distributes firm-wide communications from the Finance Department. Maintain PTFM client schedule lists and quarterly updates. Maintains employee records in Aderant. Works with the Collections and Accounts Receivable Manager in closing clients. Prepares/files month end documentation pertaining to the shareholders. Prepares a wide variety of memos/letters which may be confidential in nature. Sorts, screens, and distributes incoming and outgoing mail appropriately. Drafts or prepares responses to routine inquiries. Prepares, maintains, processes, and updates files, records, tax certificates, vendor requests and/or other documents, including Firm published hourly rates report. Acts as a liaison between Finance and other firm departments. Assists in a variety of functions necessary to maintain smooth departmental operation. QUALIFICATIONS:Bachelor's degree and minimum of two years of work experience in the field of administrative support, or equivalent combination of education and work experience. Highly proficient in MS Outlook, Word, Adobe Acrobat and Excel as well as basic computer and database management skills. Exceptional oral and written communication skills and the ability to effectively communicate work flow and project updates. Strong time management, prioritization, problem-solving, and organizational skills, and the ability to work effectively in a fast paced environment. Strong interpersonal skills and ability to work effectively with different levels of constituencies. Flexibility and capacity to respond calmly, efficiently, and effectively in stressful situations. Punctual and reliable and able to meet set deadlines and work effectively under pressure. Ability to maintain confidential information and other firm business information. Wolf Greenfield offers a comprehensive benefit package focused on the overall well-being of firm employees. Our benefits include multiple health care plan options, vision and dental insurance, flexible spending accounts/health saving accounts and life insurance. Eligibility for our employer sponsored 401(k) plan includes an employer match and discretionary profit sharing. The firm is invested in our employees development by providing tuition reimbursement and professional development opportunities. Additionally, WGS offers further benefits and perks focused on employee well-being including generous paid time off; including sick time and vacation time, parental leave, commuter benefits, charitable matching gift program, well-being support and much more! Wolf Greenfield does not offer visa sponsorship. All job openings are subject to export control regulations. Any offer of employment is subject to the successful completion of a background check. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Physical Demands: The firm will strive to provide reasonable accommodations, as requested, to enable an employee with a disability to successfully perform this position in our office setting. Frequent communication is an essential aspect of this position and employees must be able to exchange timely and accurate information in a variety of situations. This position may also encompass maintaining a stationary position for long periods of time (at least up to 50% of the workday) with occasional movement, as well as lifting and/or moving objects that weigh up to 25 pounds. Other essential functions may apply and employees working remotely have the same or similar requirements. Work EnvironmentThe office work environment of the firm is characteristic of the environment the job holder will encounter. In this typical office setting, an employee will encounter standard office equipment and any noise associated with that equipment. The noise level is usually quiet to moderate. The office setting of Wolf Greenfield requires the ability to manage multiple work priorities along with frequent interruptions. Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.