Job Description
We are looking for a proactive, detail-oriented professional to join the WIP and Disbursement team, focusing on Work in Progress (WIP) and disbursement management. This role involves monitoring financial systems, resolving queries, producing accurate reports, and supporting continuous improvement initiatives.
The ideal candidate will have a keen analytical mindset, strong reporting skills, and experience collaborating with cross-functional stakeholders.
This role is based in the United States and will be work standard West Coast hours: 8:00 AM – 4:30 PM PST/PDT.
How will you make a difference as a WIP & Disbursements Specialist at Fragomen?
• Use internal financial systems to monitor and track WIP and disbursement recovery, working closely with key stakeholders across teams.
• Investigate and resolve complex WIP and disbursement-related queries in a timely and efficient manner.
• Review billing WIP (Fees and Expenses) to ensure accuracy and completeness, including regular reconciliation in the Elite and case management systems.
• Provide timely, accurate, and insightful reporting to the WIP & Disbursements Manager and other finance stakeholders, including reports on billing WIP, disbursements, write-offs, and more.
• Create and maintain internal audit documentation to support compliance and transparency.
• Collaborate with finance and operational teams to ensure Elite WIP balances are accurate and reconciled.
• Assist in identifying and implementing process improvements that enhance WIP recovery and overall team efficiency.
• Contribute to a collaborative team environment, actively supporting shared goals and performance metrics.
• Track and report on personal performance targets set by the WIP & Disbursements Manager.
Leverage your valuable skills and experience to make an impact at Fragomen:
Required Skills:
• Use advanced Excel skills to manage, analyze, and present complex financial data.
• Apply strong business acumen and financial literacy to interpret and explain financial insights that drive decision-making.
• Analyze large volumes of data to identify root causes, trends, and actionable opportunities for improvement.
• Demonstrate a thorough understanding of business processes and operations in a dynamic environment.
• Serve as a primary contact for internal teams, ensuring timely, professional, and effective communication.
• Produce clear, well-structured written documentation and internal communications.
• Collaborate with the Manager to prioritize workload and recommend process improvements.
• Operate with a high degree of independence, following guidance with minimal supervision.
• Communicate effectively to influence stakeholders and support the achievement of team and business objectives.
• Help foster a collaborative, efficient, and positive team culture.
Preferred skills:
• Strong understanding of financial processes related to WIP, billing, and disbursements.
• Experience working with financial systems such as Elite or similar case management tools.
• Excellent analytical and problem-solving skills.
• Proven ability to produce accurate financial reports and insights.
• Detail-oriented with strong organizational skills.
• A team player with a continuous improvement mindset.
All offers and/or employment contracts are contingent upon the successful completion of the Firm’s pre-employment screening process. This process may include verifying the candidate’s identity, confirming legal authorization to work in the offered position's location, and conducting a comprehensive background check, where permitted by local regulations.
