Finance Associate (Work from Home) - #34996

Our client is a nationally recognized boutique law firm based in Denver, Colorado, serving public and private companies, ultra-high-net-worth individuals, family offices, and aviation-focused businesses throughout the United States. They are known for delivering sophisticated legal solutions with a high-touch, relationship-driven approach built on precision, strategy, and trust.

This is a great opportunity to join a firm that values precision, accountability, and process excellence. Your work keeps attorneys focused on clients by ensuring the firm’s operations stay accurate, efficient, and compliant.

As a Finance Associate, you’ll assist in combining transactional bookkeeping with performance analysis, financial reporting, and strategic support, helping translate numbers into meaningful insights to drive decision-making. This role requires someone who is proactive, solution-oriented, and collaborative, with strong problem-solving skills. They must demonstrate curiosity about underlying processes, a desire to understand the "why" behind financial workflows, and the initiative to challenge and optimize how things are done.

Full-time, exclusive independent contractor engagements. This is a contractor relationship and should not be construed or misinterpreted as an employment agreement.

Responsibilities:

Bookkeeping & Reconciliations

• Maintain accurate general ledger entries.
• Reconcile monthly bank, credit card, and trust account transactions.
• Proactively identify, resolve, and clearly document and report any discrepancies, trends, or irregularities to the CFO.

Cash Flow & Bank Feeds

• Monitor and maintain accurate bank feeds.
• Proactively track daily cash activity and support the preparation of rolling cash flow forecasts.
• Assist with short-term liquidity planning and analysis, offering observations and potential solutions.

Accounts Payable & Payroll Support

• Process vendor invoices, maintain accurate A/P records, and reconcile statements.
• Ensure timely payments in accordance with internal controls.
• Support payroll processing, including validation of hours and proper application of U.S. payroll tax rules and deadlines (knowledge of U.S. payroll tax compliance is essential).
• Coordinate with payroll vendors or systems, with the potential to take full responsibility for payroll administration over time as skills and reliability are demonstrated.

Financial Reporting & Monthly Close Support

• Organize financial data and supporting documents for monthly close.
• Assist with internal financial reports, summaries, and executive dashboards while suggesting improvements to clarity and usefulness.
• Ensure compliance with internal controls and reporting standards.

Performance Analysis & KPI Tracking

• Assist in tracking financial performance, including budget vs. actual performance, identifying variances, root causes, and areas for improvement while ensuring alignment with business goals.
• Analyze KPI trends and prepare actionable insights and suggest optimizations for leadership.
• Maintain and improve internal dashboards (and supporting data sources) to visualize firm performance.
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Budget, Forecasting & Modeling

• Assist in developing, updating, and analyzing quarterly and annual budgets.
• Support scenario planning and margin analysis.
• Build and maintain financial models in Excel.

Tax Coordination

• Review tax return drafts against internal financials for consistency.
• Assist in managing estimated tax payment schedules and documentation.
• Coordinate with external CPAs or tax preparers, as needed.

Process Improvement & Team Support

• Actively collaborate with operations, administrative, and legal teams on finance related workflows.
• Propose improvements to systems for tracking, reconciliations, and reporting by critically evaluating current processes and understanding their rationale.
• Provide financial data and insights for ad-hoc strategic projects with clear, concise communication.
• Use approved AI and automation tools to improve efficiency, reduce manual work, and enhance reporting accuracy, while proactively identifying improvement opportunities and ensuring secure, compliant use in line with firm policies and data standards.

Requirements:
• Bachelor's degree in Finance, Accounting, or a related field (or equivalent practical experience).
• 5+ years of progressive responsibility in bookkeeping, financial reporting, payroll support, and accounts payable or demonstrable excellence in these areas with fewer years through strong analytical/problem-solving ability.
• Experience working in compliance-heavy, or professional services environments. Background in legal, accounting, or finance firms is highly preferred.
• Experience with U.S. payroll tax compliance and systems.
• Must have a stable work history with demonstrated consistency and reliability in prior roles, with clear ownership of responsibilities and outcomes.
• Proficient with QuickBooks Online
• Strong background in budgeting, financial analysis, and KPI tracking with proven ability to turn data into actionable recommendations.
• Familiarity with tax reporting, tax return validations, and reconciliation practices.
• Highly proactive, detail-oriented and solutions focused mindset with excellent organizational, analytical and problem-solving skills, including a curiosity to understand processes and challenge inefficiencies.
• Strong written and verbal communication skills with the ability to present financial insights effectively and collaborate cross-functionally.
• Ability to work independently while proactively seeking input/alignment when needed and handle multiple tasks in a fast-paced environment.
• Strong Excel skills (formulas, pivot tables, financial modeling basics, etc.), and comfort using AI-integrated features within Excel, Office 365, or other cloud accounting systems.
• Demonstrated ability in responsibly using AI tools such as ChatGPT, Microsoft Copilot, or other generative AI platforms to support financial analysis, report generation, or workflow automation.
• Proficient in Microsoft Office 365 Suite (Outlook, Teams, SharePoint, PowerPoint) and project tools like Asana, Microsoft Planner, etc.

Preferred but not required:

• Familiarity with Clio and Power BI is a plus but not required.
• ProAdvisor Certification strongly preferred

Tools You’ll Use

• Clio Manage
• SharePoint
• OneNote
• DocuSign
• Microsoft 365
• Quo (OpenPhone)

Working hours / Job Type: Monday to Friday - 8:00am to 5:00pm MST

Work from Home