Applications Engineer – Financial Systems

The Applications Engineer – Financial Systems is a hands-on member of the Financial Applications Team responsible for the administration, support, enhancement, and technical delivery of the firm’s financial applications portfolio. Working closely with Finance & Accounting, IT, business stakeholders, and external vendors, this role supports Elite 3E and related billing, accounting, expense, time-entry, cash movement, and reporting systems; develops and maintains integrations, templates, and reporting assets; and helps ensure accurate, stable, and secure financial operations across the firm. The role is essential to day-to-day production support, system improvement, and the consistent delivery of trusted financial data.

 

CORE RESPONSIBILITIES

• Act as a hands-on liaison between Finance & Accounting, IT, and external vendors for assigned applications, coordinating issue resolution, system maintenance, and enhancement delivery.
• Administer, configure, and support the day-to-day operation of Elite 3E and the firm’s integrated finance applications supporting billing, accounting, expense management, time entry, cash receipts, and financial reporting.
• Support system configuration, role-based security, user provisioning, on/offboarding, templates, master data, and change control for applications and platforms under team purview.
• Design, build, test, and support finance-related integrations and interfaces, including Boomi jobs, bank and ACH connections, data imports and exports, reporting feeds, and other upstream/downstream system dependencies.
• Develop and maintain queries, reports, dashboards, extracts, and reconciliations that provide accurate and timely financial data to Finance, Accounting, and firm leadership.
• Monitor application performance, scheduled jobs, and interface processing; troubleshoot failures, analyze root cause, and coordinate timely recovery or permanent resolution.
• Partner closely with Finance and operations teams to support month-end and year-end processing, validate outputs, and resolve data issues affecting financial integrity.
• Translate business requirements into clear functional and technical specifications and participate in solution design, estimation, implementation, and post-deployment support.
• Execute and support testing disciplines, including unit testing, system testing, UAT coordination, release validation, and defect triage for upgrades, patches, fixes, and new functionality.
• Support custom templates, forms, dashboards, workflows, and other configuration or customization objects within the firm’s legal financial management platforms.
• Produce and maintain clear documentation for system configuration, integrations, support procedures, release notes, and operational runbooks.
• Collaborate closely with Accounting, Billing, Collections, AP, AR, Treasury/Cash Management, IT, Information Security, Data/BI teams, and vendors to deliver stable, secure solutions.
• Identify opportunities for process improvement and automation that reduce manual effort, improve user experience, and strengthen controls and auditability across finance operations.
• Provide responsive application support, knowledge transfer, and user guidance, and participate in after-hours support or critical issue response as needed.

 

TECHNICAL AND SKILL REQUIREMENTS

• Progressive experience supporting legal finance applications in a law firm or similarly complex professional services environment.
• Hands-on experience with Elite 3E or another enterprise legal financial management platform; comparable experience with Aderant Expert, Aderant Sierra, or a related platform is strongly considered. Must have legal experience/expertise.
• Demonstrated experience supporting applications within a legal finance ecosystem, ideally including many of the following or closely related equivalents: Intapp Time, Intapp Terms, Proforma Tracker/Billstream, BillBlast, BillBack, ARCS3, Chrome River/Emburse, ClientPay/LawPay, ALP Imaging, Clocktimizer, Xcelerate, and e-billing platforms.
• Experience with Boomi, Biztalk, or comparable middleware/integration tooling, including scheduled jobs, APIs, flat-file integrations, imports/exports, and bank/ACH integrations.
• Strong SQL and relational database skills, including the ability to write queries, analyze table structures, validate data, troubleshoot issues, and support reporting and extract requirements.
• Experience with reporting and BI tools such as SSRS, Power BI, or comparable platforms.
• Experience supporting system security, role-based access, user provisioning, and audit-sensitive controls within financial applications.
• Working knowledge of XML, CSV/file-based interfaces, APIs, and structured testing and documentation practices; scripting or automation experience preferred.
• Experience supporting templates, forms, dashboards, workflow-related customizations, and environment migrations within legal financial management platforms.
• Participate in the design, documentation, development, testing, installation, and support of Design Gallery solutions.
• Strong background in testing disciplines, including unit testing, system testing, UAT coordination, release validation, and defect triage.
• Strong understanding of financial controls, data governance, reporting accuracy, and the operational requirements of a multi-office legal finance environment.
• Proven analytical, troubleshooting, and communication skills, with the ability to work effectively with both technical and non-technical stakeholders; experience supporting cloud/SaaS finance applications and modernization initiatives preferred.

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