Finance and Operations Assistant

Klemchuk PLLC looking for a detail-oriented, systems-minded professional who will help strengthen both the financial and operational foundation of our businesses. This role will serve as a trusted resource for the numbers, processes, and systems behind our work.

This is an in office position located in our Dallas office. No remote applications accepted.

On the financial side, you will manage day-to-day responsibilities such as client billing, payments, accounts payable, accounts receivable, bookkeeping, KPI reporting, and monthly financial summaries. You will help ensure that leadership has accurate, timely information and a clear understanding of performance, trends, and areas that need attention.

On the operational side, you will help turn ideas and recurring activities into organized, repeatable processes. You will identify inefficiencies, improve workflows, document SOPs, implement technology and automation, and train team members on the systems you create. You should genuinely enjoy figuring out how work gets done—and then finding a better, clearer, and more scalable way to do it.

This is an ideal opportunity for someone who enjoys both precision and problem-solving. You are comfortable working in the details, but you also naturally step back to consider how the pieces fit together. You want the numbers to be accurate, the processes to make sense, and the team to have the tools and documentation needed to work effectively.

The position will also coordinate selected projects across the law firm while providing limited administrative and operational support to the Managing Partner and leadership team.

Klemchuk PLLC is a nationally recognized boutique intellectual property and business law firm based in Dallas, Texas. We represent innovators, entrepreneurs, technology companies, and established businesses that are changing the world through innovation.

Our Managing Partner is also an entrepreneur building several complementary businesses, including Engage Workspace and a growing intellectual property mediation practice. As these businesses grow, leadership needs timely, accurate financial information to understand performance, identify trends, and make sound decisions.

Accounting and Financial Operations

• Own client billing, Clio Payments, payment application, and related billing workflows.
• Maintain accurate day-to-day bookkeeping in Quick Books Online, including transaction categorization, reconciliations, and coordination of month-end close activities.
• Manage accounts payable through , including invoice routing, coding, approvals, payment scheduling, and vendor records.
• Monitor accounts receivable, aging, collections activity, and outstanding client balances; surface issues requiring follow-up.
• Prepare and verify daily deposit and trust-transfer reports while supporting accurate handling and documentation of client and trust funds.
• Maintain accurate financial data across Clio, Quick Books Online, , banking, and related systems; investigate and resolve discrepancies.
• Coordinate with outside accounting, tax, banking, or other financial partners as needed.

Financial Reporting and Analysis

• Prepare daily and weekly financial reports, including Daily Deposits, Trust Transfers, accounts receivable, cash activity, and other key financial measures.
• Prepare weekly KPI and scorecard reports for leadership and ensure the underlying data is complete and accurate.
• Prepare monthly P&L and financial report summaries that clearly explain performance, significant variances, emerging trends, and areas requiring leadership attention.
• Track revenue, expenses, profitability, cash flow, collections, and other business drivers across the law firm, Engage Workspace, and mediation practice.
• An…