Finance & Accounting Manager

Description

If you are seeking meaningful work in a company that values integrity, innovation, and growth, consider a career with Gemini Legal.

Headquartered in Rocklin, California, Gemini Legal is an industry-leading legal support company serving attorneys across California. Our proprietary, in-house developed technology platform powers efficient, secure digital record collection and workflow management. In addition to records services, we provide vocational counseling to injured workers, delivering comprehensive support throughout the life of a case.

Our growth is powered by our people. We operate with an open-door leadership philosophy and a culture built on accountability, collaboration, and service. We promote from within whenever possible and invest in individuals who demonstrate commitment and potential, including those new to the industry.

Ethical. Passionate. Smart. These principles guide how we work, how we serve clients, and how we support one another.

Employees of Gemini Legal Support may be exposed to confidential, private or sensitive information, protected under HIPAA.

The Finance & Accounting Manager at Gemini Legal plays a key leadership role in overseeing core financial operations, developing and maintaining processes that support accuracy, compliance, and efficiency across the Finance department. This position is responsible for managing month-end close, balance sheet reconciliations and control, financial reporting, compliance with generally accepted accounting principles, cash management, tax compliance and cross-functional coordination with internal and external stakeholders, including auditors and banks.

The Finance & Accounting Manager also leads financial technology system improvements, and process streamlining in partnership with the VP of Finance. In addition to guiding team performance and development, the Finance & Accounting Manager ensures high standards of accuracy, integrity, and strategic insight in all financial activities. As a member of the Finance department, the Finance & Accounting Manager is a strategic, detail-oriented, and collaborative leader who promotes excellence in financial operations and team development.

• Location: Hybrid-Remote / Rocklin, CA HQ
• Schedule: Monday-Friday, 8:00am-5:00pm
• Compensation: $120,000 - $149,000 Annually

The pay range for this role is $120,000–$149,000 Annually. Starting pay for new hires is typically within the lower third of the range: $120,000-$129,667 Annually. Exceptions may be made based on factors such as education, specialized skills, or significant relevant experience.

• Develop and maintain processes to support team functions and financial controls, improving workflow efficiency
• Prioritize tasks and projects for the team, ensuring quality work and completion of daily assignments
• Oversee finance and accounting operations including accounting, reporting, cash application, bank and credit card management, financial reporting, supplies, equipment, GIVE program, and other administrative responsibilities
• Lead month-end and period-end accounting close processes, ensuring timely reconciliations and resolution of discrepancies
• Balance sheet, cash, and working capital management for Gemini Legal Support, Inc. and Gemini Freehold LLC
• Responsible for establishing, monitoring, and achieving key performance indicators (KPIs) that support revenue growth and diversification, effective expense management, and operational excellence.
• Maintain and optimize accounting systems, including Quick Books, Orange Screen integration for revenue recognition and accounts receivable reporting, , Tri-Star, Stripe and Paylocity, ensuring data integrity and process efficiency
• Serve as primary liaison for all banking activities, including administration and security, wires, loan documentation, line-of-credit management and reconciliations
• CPA Auditor engagement and associated finance and accounting process remediations
• Manage insurance and benefit audits by ensuring accurate and timely submission of required documentation
• Leads the cash application team to ensure timely and accurate cash application within Orange Screen while maintaining strong financial controls. Identifies, evaluates, and implements process improvements and technology solutions, including lockbox services, to enhance efficiency and accuracy.
• Drive revenue optimization initiatives through process improvements, performance analysis, and cross-functional collaboration.
• Support management and remediation of historical unallocated cash payments (cash receipts which have not been allocated to an outstanding Orange Screen invoice)
• Ensure timely submission and accuracy of personal property tax statements across multiple jurisdictions
• Provide training, mentorship, and support to team members on financial systems and processes, team goals, and professional development
• Develop and maintain financial controls, procedures, and documentation to improve efficiency and accuracy in…