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Financial Operations Specialist

Company: Everlaw
Location: Oakland
Posted on: June 6, 2021

Job Description:

Everlaw is looking for a Financial Operations Specialist to join our rapidly growing Finance team. As a member of Financial Operations, you'll be responsible for processing Everlaw's account receivables. You'll participate in month-end close, look for opportunities to make the order to cash process more efficient, and support other finance initiatives. Reporting to our Controller, you'll have a great opportunity to own Everlaw's internal Collections process, showcase your problem-solving abilities, and amaze everyone with your attention to detail while supporting Everlaw's meaningful work in the industry, valuing truth and helping our users discover it.

At Everlaw, our mission is to promote justice by illuminating truth. Our company culture is open and democratic, and we're committed to the professional growth of our team members, offering an annual learning and development stipend and regular check-ins with managers regarding career goals. If you're looking for a place that values passion, integrity, thinking big, and a desire to learn, we'd love to hear from you! Think you're missing some of the skills and are hesitant to apply? We do not believe in the 'perfect' candidate and encourage you to apply if you feel you can bring value to our team.

This is a full-time, non-exempt position located onsite in Oakland, California.

In the first few months, you will

  • Prepare, post, verify, and record customer payments and transactions related to accounts receivable.
  • Handle all billing inquiries and invoice questions/issues through appropriate communication channels.
  • Collect on outstanding invoices and help resolve bad debt.
  • Update figures related to AR Aging for management.
  • Feel like part of the team! Our onboarding process will integrate you into the company with informative sessions on our policies, processes, and team structure and goals.
  • Learn, grow, and contribute right away. We trust that you'll bring experience and knowledge that will uplift the team, but we don't expect you to know everything on Day 1. You'll have time to develop your product knowledge and get up to speed on all aspects of Everlaw.

In the first year, you will

  • Work collaboratively with colleagues to make improvements and streamline the existing Collections process.
  • Coordinate with Sales and Account Executives, validating data integrity within our CRM system and contracts.
  • Become a subject matter expert on revenue recognition and how it relates to the AR sub-ledger.
  • Generate monthly billing statements along with reconciling the final sales at the end of each month.
  • Assist in verifying accuracy of billings by reconciling against executed contracts on a monthly basis.
  • Support Finance with AdHoc requests, such as assisting with external auditors or any system implementations.

About you

  • You have a Bachelor's degree in Accounting/Finance or equivalent work experience.
  • You have at least 3 years of progressive accounts receivable experience.
  • You have basic knowledge of US GAAP.
  • You are accurate and timely when it comes to accounting data entry, paying close attention to detail.
  • You are a clear and friendly communicator, confident providing customer service to colleagues and external vendors. You enjoy collaborating with your teammates to accomplish goals.
  • You flourish working in a fast-paced environment, prioritizing and completing tasks to meet tight deadlines (ie. month end close).


  • You have international experience working for a U.S. multinational company.
  • You have experience working in a large ERP (SAP, Oracle, NetSuite) environment.
  • You have experience working in a fast-growing startup environment.
  • You are authorized to work in the United States; please note that at this time, Everlaw is not sponsoring visas for any positions.


  • Competitive salary
  • Substantial equity
  • 401k with company matching
  • Health, dental, and vision
  • Flexible Spending Accounts for health and dependent care expenses
  • Paid parental leave and sick leave
  • Seventeen paid vacation days plus ten bankable federal holidays
  • Annual allocation for Learning & Development opportunities and applicable professional membership dues
  • Company-sponsored life and disability insurance


  • Work in Downtown Oakland, just steps from the BART line and dozens of restaurants
  • Flexible work-from-home days on Tuesdays and Thursdays
  • Monthly home internet reimbursement
  • Select your preference of hardware (Mac or PC) and customize your desk setup
  • Bond over team lunches and out-of-the-box events
  • Take advantage of learning and career development opportunities
  • Voted one of "San Francisco Bay Area's Best and Brightest Companies" and one of "Inc Magazine's Best Workplaces"
  • #LI-KV1

About Everlaw

We help law firms, government agencies, and corporations sift through millions of documents of evidence in big lawsuits and investigations to find the proverbial smoking gun (or needle in the haystack -- pick your metaphor). It's a multi-billion dollar space typically dominated by service-oriented vendors, and we're coming at it with cutting-edge technology and elegant design. It's working, and we've been growing very rapidly: we host hundreds of terabytes of data and work with all 50 state Attorneys General and hundreds of law firms on some of the most high-profile cases litigated today.

If you're looking for an open, democratic company culture that values passion, integrity, and a desire to learn, we want to hear from you.

Everlaw is an equal opportunity employer. We pride ourselves on having a diverse workforce and we do not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. We respect the gender, gender identity and gender expression of our applicants and employees, and we honor requests for pronouns. It is our policy to comply with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity, including the California Equal Pay Act.

Keywords: Everlaw, Oakland , Financial Operations Specialist, Other , Oakland, California

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