Finance & Controlling Specialist (m/f/d) - Key Role in Legal Tech

About Us

We are a second-generation Hamburg-based family business! Far from being outdated, we are bold, dynamic, experienced (with some team members having been with us for over 25 years), and foster a respectful and familial work environment. Humor, curiosity, and drive are essential parts of our daily work.

What We Love Doing:
For 40 years, we've been developing digital solutions for legal departments, serving companies from SMEs to international corporations like Lufthansa and Haribo. With our help, they can leverage AI to unlock more value from their legal data treasure 🚀 and maintain oversight of their critical responsibilities. We are the German market leader, built on continuity, competence, and trusting, long-term partnerships with our clients.

Responsibilities

You will take on Finance and Controlling responsibilities at eye level with our existing team and act as the deputy for our Finance colleague during absences. Your duties include:

Finance & Accounting:

• Creating and sending recurring and one-off invoices for licenses & services.
• Setting up and managing new customers in Lexware.
• Categorizing incoming invoices and scheduling payments.
• Setting up and maintaining serial invoices.
• Processing cancellations and partial cancellations.
• Monthly document preparation for the tax advisor.
• Assisting with maintenance price negotiations and quote preparation.

Customer Communication:

• Independently managing the email inbox – handling written inquiries, order confirmations, and change requests.
• Managing dunning processes and invoice clarifications with customers.
• Creating and sending maintenance quotes and license overviews.
• Supporting cancellation discussions and customer retention measures.

Data Management & Administration:

• Creating and processing orders and subscription updates.
• Maintaining internal master data.

Controlling (Core Task):

• Verifying the completeness & accuracy of internal financial data.
• Building and maintaining monthly reporting for management.
• Developing and monitoring KPIs (revenue, costs, contribution margins).
• Budget planning and forecasting in coordination with management.
• Liquidity overview and cost controlling.
• Coordination with the tax advisor – document requests, clarifications, annual closing.

Finance Deputy:

• Full deputizing capability for our Finance colleague during their absence.
• Taking over all routine Finance tasks (invoices, Lexware, customer communication) when covering.

Qualifications

Must-Haves:

• Completed commercial apprenticeship or equivalent qualification.
• Experience with accounting and bookkeeping software – ideally Lexware.
• Proven experience in controlling (reporting, KPIs, budget planning).
• Proficient in MS Office.
• Structured, self-directed work approach.
• Reliability in performing recurring routine tasks.

Nice-to-Haves:

• Advanced Excel skills (Pivot tables, formulas, dashboards).
• Experience with CRM systems (HubSpot) or (financial) data processing tools (Airtable).
• Background in Software-as-a-Service or IT-related services.
• Strong communication skills in customer contact (email and phone).
• Interest in process improvement and digital tools.

Benefits

• Appreciation – A respectful and considerate attitude is our top priority.
• Team Cohesion – Tasks are assigned based on strengths, allowing us to unleash our collective potential.
• Flat Hierarchies & Creative Freedom – Your ideas matter: short decision-making paths, regular training, and room for personal development and responsibility.
• Flexible & Mobile Working – Shape your workday independently.
• Beautiful Office in Eppendorf – Modern facilities and excellent transport links.
• Happy Office Vibes – Weekly team lunches, company events, great atmosphere, and plenty of coffee.
• Commuting Allowance – We support your mobility with a contribution towards your travel costs.

We look forward to receiving your application!