Financial Systems Consultant

The Financial Systems Consultant is a client-facing role responsible for delivering technology-driven financial solutions to organizations within the legal industry. This consultant works closely with law firms, legal departments, and related professional services clients to assess, implement, and optimize financial systems, including billing platforms, ERP solutions, trust accounting tools, and matter management integrations.

Success in this role is defined by the ability to translate complex financial and operational requirements into practical system solutions, while building trusted client relationships and consistently delivering high-quality outcomes. The Financial Systems Consultant operates with significant autonomy, owns defined project work streams, and contributes to SRP's broader practice growth through both delivery excellence and subject matter expertise.

This position may require up to 25% travel depending on client engagement requirements.

• Lead end-to-end implementation and optimization of financial systems for legal industry clients, including scoping, configuration, testing, training, and go-live support
• Serve as the primary point of contact for assigned client engagements, managing relationships, setting expectations, and ensuring satisfaction throughout the project lifecycle
• Conduct current-state assessments of client financial processes and systems, identifying gaps, risks, and opportunities for improvement
• Design and document future-state workflows, system configurations, and integration requirements aligned with client operational needs and regulatory considerations
• Collaborate with internal technical teams to configure and customize financial platforms, ensuring solutions meet both functional and compliance requirements
• Support data migration activities, including data mapping, validation, and reconciliation across financial systems
• Develop and deliver client-facing training materials, user guides, and documentation to drive adoption and self-sufficiency
• Contribute to business development efforts by participating in proposals, client presentations, and thought leadership activities
• Mentor junior team members and contribute to internal knowledge sharing across the organization

• 5+ years of experience in financial systems consulting, implementation, or a related discipline
• Bachelor's degree in Accounting, Finance, Information Systems, Business Administration, or a related field
• Direct experience working within the legal industry, including law firms, legal operations, or legal technology environments
• Demonstrated ability to manage client-facing engagements with multiple stakeholders from discovery through go‑live
• Strong understanding of legal billing standards (e.g., LEDES, ABA billing guidelines), trust accounting requirements, and matter-based financial reporting
• Experience with legal or professional services financial platforms such as Aderant, Elite 3E, Clio, Sage Intacct, Net Suite, or comparable systems
• Proven track record of delivering projects on time and within scope in a billable consulting environment
• Ability to work independently, manage competing priorities, and escape appropriately

Financial Systems Knowledge — Hands-on experience implementing, configuring, or optimizing financial platforms in a professional services environment. Working knowledge of ERP systems, billing platforms, and legal-specific financial tools, including system integration patterns, data flows, and common financial reporting structures.

Legal Industry Expertise — Familiarity with law firm operations, matter-based accounting, trust accounting, and legal billing standards. Able to navigate the regulatory and compliance considerations common to legal financial environments.

Client Engagement and Communication — Builds trusted client relationships, manages expectations across diverse stakeholder groups, translates complex technical concepts for non-technical audiences, and communicates status, risks, and recommendations proactively.

Project and Process Management — Manages multiple work streams simultaneously with strong attention to detail, documents current and future-state…