Finance Operations Specialist

Zipliens is a leading lien resolution company that specializes in streamlining the lien process for personal injury law firms. We are looking for proactive, results-driven individuals to join our dynamic team.

Zipliens is establishing a dedicated finance function, and the Finance Operations Specialist is the first position on the team. The role reports directly to the Chief Financial Officer (CFO) and manages the day-to-day billing, accounts receivable, collections, accounts payable, and procurement processes. These processes currently run across multiple spreadsheets, inboxes, and systems. Working closely with the CFO, the Finance Operations Specialist will help consolidate them into documented, repeatable workflows that support the company's growth.

The Finance Operations Specialist will manage invoicing and receivables for both the Single Event and Mass Tort segments, including multi-claimant mass tort invoices. Responsibilities include applying incoming payments, managing past-due balances, and serving as the primary finance contact for law firm clients on billing inquiries, disputes, and payment terms. The role also manages accounts payable and supports procurement, with Ramp as the system for vendor onboarding, purchase approvals, contracts, and payments. Daily work is performed in Ramp, Bill.com, QuickBooks Online, the company's online bank accounts, and the Zipliens portal.

The successful candidate is organized, detail-oriented, and accountable for results. The position is primarily hands-on, with opportunities to contribute to process design, including collections strategy by client segment, automation of routine client communications, and management reporting.

Responsibilities:

• Manage invoicing process for Single Event and Mass Tort clients in the Zipliens portal, including multi-claimant mass tort invoices • Oversee the daily intake and deposit of physical checks, and apply all payments received by check, Stripe, Bill.com, and wire to the correct invoices • Reconcile invoices against payments, resolve discrepancies, and keep the portal and accounting records in agreement • Maintain the AR aging and report on past-due balances, collection progress, and cash expected to the CFO on a set cadence • Support month-end close by delivering reconciled receivables and payment batches on schedule • Serve as the primary finance contact for law firm clients on billing questions, disputes, and overdue balances • Carry out collections by client segment, following an approach set with the CFO, adjusting for clients with longer payment timelines, such as probate matters • Negotiate payment plans, settle disputed balances, and escalate accounts to the CFO when needed • Keep account activity visible in the portal so sales, account management, and lien resolution teams know where each balance stands and don't duplicate outreach • Manage the accounts payable process on Ramp: vendor onboarding, bill intake, coding, approval routing, and payment runs • Support the rollout of Ramp as our procurement system, administer purchase requests, approval workflows, spend policies, and card limits according to policies set by the CFO • Maintain a central record of vendor contracts, terms, renewal dates, and recurring subscriptions • Review recurring spend and flag duplicate tools, unused subscriptions, and renewals that need a decision • Collect W-9s and maintain the vendor data needed for year-end 1099 reporting • Document the billing, collections, AP, and procurement workflows, and keep them current as they change • Help identify and support automation, including scheduled invoice reminders and digests, payment matching, and AI-assisted tasks • Work with the product and technology teams on invoicing and payment features in the Zipliens portal