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Specialist, Treasury

ExperiencedNo visa sponsorship

Posted 2 days ago

No clicks

**Specialist, Treasury**: Orchestrating global trust transactions, this role ensures accurate processing, reporting, and compliance across jurisdictions. Key responsibilities include managing trust and escrow activities, cash applications, and stakeholder liaising. Proven law firm experience (5-10 yrs), exceptional communication skills, and process efficiency are required. Proficiency in Microsoft Office and Elite 3E is beneficial.

Compensation
Not specified

Currency: Not specified

City
Tampa
Country
United States

Full Job Description

Our Finance team is responsible for ensuring accurate financial operations and plays a crucial role in managing the Firms financial health. Our team handles a wide range of financial activities including financial planning, budgeting, forecasting, taxation, partner compensation, payroll, treasury and cash flow management to support the Firms strategic goals. We are responsible for inventory management including billing and collections, and analysis of client, matter and timekeeper profitability. We oversee statutory accounting and ensure compliance with financial regulations and standards. The Finance team also prepares financial statements, reports and analysis to provide insights into the Firms financial performance. We work closely with other functions to monitor expenses, optimize financial processes and implement cost-saving initiatives. Through meticulous financial management and strategic planning, the Finance team ensures the Firms financial stability and supports its growth objectives.

Position Summary

The Specialist, Treasury will be responsible for handling trust and escrow transactions, including global reporting on trust activity, compliance, reporting, reconciliations and maintenance of accounts across all relevant jurisdictions in which the firm operates. The role will also be responsible for processing and handling cash applications, including posting and analysis of incoming cash receipts, reporting and other related duties required to support treasury operations.

The individual will be required to work across multiple jurisdictions and understand the rules governing trust transactions in the jurisdictions in which we operate globally. The successful candidate must possess exceptional written and oral communication skills, be able to multi-task in a high-paced environment and be highly detail oriented.

Duties and Accountabilities

  • Processing and handling of trust and escrow disbursements and receipts

  • Monitoring and posting of client receipts

  • Preparation of monthly trust reporting for management

  • Assist with audit requests (internal and external)

  • Ad-hoc account analysis and reporting

  • Liaising with the global finance teams, as appropriate

  • Maintain and update training and process documentation

  • Monitor and ensure transactions are compliance with global and statutory policy and protocol

  • Preparation of variance analysis on the management accounts

  • Liaising with the global finance teams, as appropriate

  • Other reasonable duties as the business requires

Qualifications

  • Communicate with and respond to project requests in a timely, courteous and professional Bachelors degree

  • 5 10 years of law firm experience preferred

  • Ability to multi-task and work-well in high paced environment

  • Proficient in Microsoft Office applications, including Excel and PowerPoint

  • Excellent communication skills written and oral

  • Exceptional determination, self-motivation and interpersonal skills and resolve

  • Experience of Elite 3E is advantageous

This role reports to

Director, Finance Operations & Transformation

Equal Opportunities

White & Case is committed to creating a fair workplace. It is our Firms policy to recruit, employ, train, compensate, and promote without regard to race, religion, creed, national origin, age, gender, sexual orientation, marital status, military or veteran status, disability, genetic information, or any other category protected by applicable law.

If you require assistance and/or adjustment to participate in our application and/or interview process, please email us. We will be happy to work with you.

The Firm may modify and amend any job description at any time in its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment.

The above is only a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties.

Note to Recruitment Agencies

Our internal Recruitment team manages all aspects of lateral hiring. All agencies must have signed terms of businessspecific to the relevant officebefore submitting any candidates. CVs or applications sent directly to White & Case partners or employees will also not be considered formal introductions. If you have questions, please contact the relevant Recruitment team. We work with our preferred suppliers when engaging agencies.

Location: Tampa

Time Type: Full time

Specialist, Treasury

Compensation

Not specified

City: Tampa

Country: United States

White & Case logo
Law

2 days ago

No clicks

at White & Case

ExperiencedNo visa sponsorship

**Specialist, Treasury**: Orchestrating global trust transactions, this role ensures accurate processing, reporting, and compliance across jurisdictions. Key responsibilities include managing trust and escrow activities, cash applications, and stakeholder liaising. Proven law firm experience (5-10 yrs), exceptional communication skills, and process efficiency are required. Proficiency in Microsoft Office and Elite 3E is beneficial.

Full Job Description

Our Finance team is responsible for ensuring accurate financial operations and plays a crucial role in managing the Firms financial health. Our team handles a wide range of financial activities including financial planning, budgeting, forecasting, taxation, partner compensation, payroll, treasury and cash flow management to support the Firms strategic goals. We are responsible for inventory management including billing and collections, and analysis of client, matter and timekeeper profitability. We oversee statutory accounting and ensure compliance with financial regulations and standards. The Finance team also prepares financial statements, reports and analysis to provide insights into the Firms financial performance. We work closely with other functions to monitor expenses, optimize financial processes and implement cost-saving initiatives. Through meticulous financial management and strategic planning, the Finance team ensures the Firms financial stability and supports its growth objectives.

Position Summary

The Specialist, Treasury will be responsible for handling trust and escrow transactions, including global reporting on trust activity, compliance, reporting, reconciliations and maintenance of accounts across all relevant jurisdictions in which the firm operates. The role will also be responsible for processing and handling cash applications, including posting and analysis of incoming cash receipts, reporting and other related duties required to support treasury operations.

The individual will be required to work across multiple jurisdictions and understand the rules governing trust transactions in the jurisdictions in which we operate globally. The successful candidate must possess exceptional written and oral communication skills, be able to multi-task in a high-paced environment and be highly detail oriented.

Duties and Accountabilities

  • Processing and handling of trust and escrow disbursements and receipts

  • Monitoring and posting of client receipts

  • Preparation of monthly trust reporting for management

  • Assist with audit requests (internal and external)

  • Ad-hoc account analysis and reporting

  • Liaising with the global finance teams, as appropriate

  • Maintain and update training and process documentation

  • Monitor and ensure transactions are compliance with global and statutory policy and protocol

  • Preparation of variance analysis on the management accounts

  • Liaising with the global finance teams, as appropriate

  • Other reasonable duties as the business requires

Qualifications

  • Communicate with and respond to project requests in a timely, courteous and professional Bachelors degree

  • 5 10 years of law firm experience preferred

  • Ability to multi-task and work-well in high paced environment

  • Proficient in Microsoft Office applications, including Excel and PowerPoint

  • Excellent communication skills written and oral

  • Exceptional determination, self-motivation and interpersonal skills and resolve

  • Experience of Elite 3E is advantageous

This role reports to

Director, Finance Operations & Transformation

Equal Opportunities

White & Case is committed to creating a fair workplace. It is our Firms policy to recruit, employ, train, compensate, and promote without regard to race, religion, creed, national origin, age, gender, sexual orientation, marital status, military or veteran status, disability, genetic information, or any other category protected by applicable law.

If you require assistance and/or adjustment to participate in our application and/or interview process, please email us. We will be happy to work with you.

The Firm may modify and amend any job description at any time in its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment.

The above is only a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties.

Note to Recruitment Agencies

Our internal Recruitment team manages all aspects of lateral hiring. All agencies must have signed terms of businessspecific to the relevant officebefore submitting any candidates. CVs or applications sent directly to White & Case partners or employees will also not be considered formal introductions. If you have questions, please contact the relevant Recruitment team. We work with our preferred suppliers when engaging agencies.

Location: Tampa

Time Type: Full time