The Financial Associate (FA) contributes to the Scaling Foundations (ScalFo) program by assembling, managing, and structuring financial data and reports for the lawyers involved. The FA is instrumental in the onboarding process, data reconciliation, and ensuring that all financial and CRM-related materials are precise and prepared for analysis. This position reports directly to the Chief Finance Officer.

• Create and manage dedicated folders for each lawyer.
• Update program sheets and templates.
• Access the lawyer’s QuickBooks Online (QBO) as a user and set up relevant reports (e.g., Profit and Loss, Balance Sheet).
• Prepare and update financial forecasts using LiveFlow and other tools.
• Import data from onboarding surveys into forecasting tools.
• Reconcile financial data, including Profit and Loss, COGS, and expenses.
• Create pivot tables and verify numbers in the Roadmap.
• Manage CRM data and prepare reports based on the system used (e.g., Lawmatics, Clio).
• Identify and correct missing data fields in CRM reports.
• Schedule and coordinate meetings between lawyers, the CFO, and other stakeholders.
• Collaborate with bookkeepers to implement recommendations and update financial workflows.
• Communicate with lawyers or staff to ensure CRM and financial data are complete.
• Update forecasts and financial reports based on feedback.
• Provide recommendations for Chart of Accounts (COA) updates and document changes.
• Refine CRM data to improve analysis and reporting.
• Support the CFO in addressing data challenges and process flows for each law firm.

Requirements

• At least 3 years experience in the same or similar role
• Strong organizational and analytical skills, with attention to detail.
• Proficiency in financial tools such as QuickBooks Online, LiveFlow, and spreadsheet applications (Google Sheets).
• Familiarity with CRM platforms (e.g., Lawmatics, Clio) and data management.
• Effective communicator capable of liaising with lawyers, CFOs, and bookkeepers.
• Problem-solving mindset with the ability to identify gaps in data and processes.

Benefits

Employee Benefits

• Health and Wellness: Comprehensive HMO coverage for you and your dependents.
• Security and Peace of Mind: Group Life Insurance Benefit to safeguard your future.
• Financial Flexibility: Virtual Credit Card for added convenience and purchasing power.
• Work-Life Balance: Generous Paid Leaves to recharge and prioritize personal time.
• Government Benefits: Full support for required government benefits.
• And More: Exciting additional benefits that will be shared with you!

Supplemental Pay Types

• 13th Month Salary: A festive bonus to celebrate the year’s hard work.
• Overtime Pay: Compensation for your extra effort and time.
• Night Differential: Additional pay for working late hours or shifts.
• Incentives: Performance-based incentives to reward your contributions and achievements

About the company

Outsource Access is an award-winning company that helps entrepreneurial businesses realize their potential.

Created by a US entrepreneur frustrated by the shortcomings of other outsourcing firms, OA is an offshore fully-managed virtual assistant and outsourcing services provider in the Philippines with over 450 employees expanding to 1000+. The majority of our growth has been driven by referral of existing Clients due to our commitment to quality.

As a customized outsourcing solution we help businesses redefine how they scale by providing highly-skilled and cost effective virtual staff in the areas of sales, marketing, HR, customer service, operations, bookkeeping, admin tasks, and more.

We have served thousands of clients in more than 50 industries such as manufacturing, healthcare, construction, real estate, retail, e-commerce, legal and professional services, and more.