Application Analyst – Financial Systems

Description

The Financial Application Analyst is responsible for the day-to-day administration, support, and optimization of the firm’s financial systems, with a strong emphasis on Aderant Expert. This role serves as the primary point of contact for the Expert platform—ensuring stability, data integrity, security, and effective use across billing, accounting, and related operational workflows. The analyst partners with Accounting/Finance, IT, and business stakeholders to troubleshoot issues, implement enhancements, support upgrades, and drive continuous process improvement across the application ecosystem.

Primary Job Duties

Aderant Expert Application Ownership & Administration

Serve as the primary point of contact and subject matter expert (SME) for Aderant Expert, including configuration, administration, and ongoing operational support. Implement configuration changes, fixes, and enhancements. Monitor system health and key processes (interfaces, scheduled jobs, batch activities) and proactively identify issues and opportunities to improve reliability.

Financial Operations Support (Billing & Accounting)

Support end users across billing, accounting, time entry, and matter maintenance functions, ensuring timely resolution of incidents and requests. Troubleshoot application issues by analyzing transactions, logs, and data to determine root cause and coordinate resolution with internal technical teams and/or vendors as needed. Assist with month-end and year-end operational support activities as they relate to processes and data.

Security, Access & Compliance

Administer Expert security and role-based access, including provisioning, modification, and deactivation of user accounts in alignment with firm policies.

Support segregation of duties and audit/compliance needs by maintaining accurate role assignments and documenting access changes. Partner with stakeholders to evaluate and implement controls that protect financial and client/matter data.

Enhancements, Upgrades & Vendor Coordination

Coordinate with Finance and IT to gather requirements, translate business needs into functional specifications, and manage configuration changes through development/test/production environments. Plan and execute testing for patches, upgrades, and enhancements, including user acceptance testing (UAT) coordination and release communications. Serve as a key liaison with Aderant and other vendors—opening support cases, tracking progress, validating fixes, and ensuring timely resolution.

Documentation, Training & Collaboration

Create and maintain application documentation including process guides, configuration notes, runbooks, and support procedures. Partner with training and operational teams to develop job aids and deliver targeted enablement for new features, process changes, or onboarding needs. Provide input on process improvements and user adoption strategies to reduce manual work and improve accuracy.

Key Competencies

• Communicating - Legal Professionals provide the information required by others in a concise, direct, and unambiguous way. They perceive how the message affects the receiver and strive to ensure that the receiver clearly understands the specifics and function of the message.
• Conflict Management - Legal Professionals address problems openly and objectively and bring substantial conflicts and disagreements into the open with the intention of resolving issues in an unemotional and constructive manner.
• Professionalism - Legal Professionals set high standards and serve as role models for work performance, ethical conduct, and respect for others. They consistently conduct themselves in a manner consistent with generally accepted moral principles and values and within the guidelines and best practices of their profession.
• Planning & Priority Setting - Legal Professionals identify priorities and develop detailed action plans that include objectives, accountabilities, time frames, standards, review stages, and contingencies.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Requirements

Required Qualifications

• 3+ years of experience supporting financial applications in a professional services environment; law firm experience strongly preferred.
• Hands-on experience administering and supporting Aderant Expert, including ownership of configuration, support processes, and user access/security.
• Working knowledge of billing and accounting workflows and how application configuration supports them.
• Proven ability to troubleshoot complex applications and data issues, identify root cause, and drive resolutions.
• Strong attention to detail and commitment to data integrity.

Preferred Qualifications

• Experience supporting application interfaces and data flows between finance systems and other platforms (including file-based and API-based integrations).
• Intermediate SQL skills for validation and troubleshooting (queries, joins, filtering) and comfort working with reports/data extracts.
• Prior involvement in upgrades, patching, testing, or release management for enterprise applications.

Skills & Competencies

• Analytical and problem-solving mindset
• Strong written and verbal communication skills
• Ability to collaborate effectively with Finance, IT, and other business users
• Ability to manage multiple priorities in a fast-paced environment
• Customer-service oriented approach to support
• Strong sense of ownership, follow-through, and accountability

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