Customer Service Management

David C. Naylor Jr.

***** **** ******* **** ******@***.***

Philadelphia, PA 19114 267-***-****

SUMMARY

Billing and Finance Professional with a verifiable record of accomplishment with a big 4 accounting firm & two reputable international law firms.

Bring a new perspective for billing & discount related issues

Give creative ideas to increase profits, maximize revenue, & reduce costs

• Billing Department Liaison • Analyzing Data & Statistics

• Management & Training • International Communications

• Organizational Skills • Computer Expertise

• Time Management • Work as a Team Player

• Profitability analysis • Risk Management

• Accounts Receivable/Payable • Accounting & General Ledger

EDUCATION

La Salle University Philadelphia, PA

Bachelors of Science in Business Administration 2011

Majors: Finance and Marketing

WORK EXPERIENCE

Spruce Law Group (Philadelphia, PA 19103) August 2017- October 2017

Financial Management and Billing Analyst

Prepare monthly statements for attorney review and client distribution

oIncludes customized formats and/or individual rate calculations based on alternative billing arrangements

Manage collections and aging receivables with clients and create payment plans if applicable. Apply receivables and follow up with client regarding short/overpayments

Process firm expenses and monitor accounts payable software. Created a system for employee reimbursement and categorized expenses through customization of expenses

oTrack operating expenses to cut costs and obtain vendor discounts

Utilize billing and payable software systems to log client-related expenses and complete the billing process

Track retainers and communicate outstanding payments with attorneys. Ensure retainers are applied as the work is completed

Monitor unbilled WIP to enhance employee utilization and resource management

Created KPI spreadsheets to increase profit margins

Create invoices and apply discounts and exception rates to send to client for payment

Support/test implementation of firm software upgrades and functionality enhancements

Ensure proper accounting principles and make sure expenses were legitimate business expenses and not for personal use

KPMG (Philadelphia, PA 19103) March 2015 – August 2017

Engagement Management Coordinator

Serve as a subject matter resource in firm related accounting and risk management systems

Work with the engagement team in analyzing data such as coding, invoicing, time and expense items, and other items related to the project

Analyze inefficiencies and address with engagement partner and practice leadership

Reporting financial results for all engagements & provide support in invoice allocation & open AR items

Adjusting the realization % based on current project performance to manage the investments gain/loss once projects is closed

Financial analysis to assist setting up new projects and assisting in setting up engagement teams to reach a certain engagement margin.

Dechert LLP (Philadelphia, PA 19104) 2013 – 2015

Billing Assurance Specialist

Assist Partners, CFO, & clients with gathering & analyzing billing data. Troubleshooting billing issues & inquiries

Administer & oversee the firm’s billing deadlines, policies, and client discount agreements

Assist the firm in complying complex billing obligations by monitoring term & fixed fee arrangements

Manage volume discount programs, special pricing agreements & specific rate arrangements.

Work on ad hoc billing projects: including revised electronic billing formats, attorney billing requests, & new bill templates

Creating, issuing, revising, & reissuing invoices, which entail writing off or transferring time & cost entries

Research & analyzing billing functionality in Elite to offer alternatives

Every 6 months interviewing and training interns which report directly to me. Evaluate their productivity

Calculate estimated profitability & create various discount and AFA scenarios to obtain the best profit margins

Predict & anticipate future billing trends. Make suggestions for new business & billing arrangements

Solve billing issues & ensure invoices are being submitted correctly and accurately.

Auditing to make sure procedure is being followed through the billing process.

Morgan, Lewis & Bockius, LP (Philadelphia, PA) 2011 – 2013

Conflicts & Data Entry Clerk

Conducting conflict searches on new clients, affiliates, adverse & affected parties to prevent any conflicts of interest

Research companies & subsidiaries on Hoovers to prevent conflicts

Analyze conflict reports; send to billing attorney list of potential conflicts

Analyzing existing waivers and engagement letters to provide conflicts summaries to requesting attorneys

Requires quick, accurate & sufficient communication amongst attorneys and legal staff

Wawa Food Markets (Philadelphia, PA) 2006 – 2012

Customer Service Associate & Shift Manager

Worked in the Deli & Cash register

Stock and help customers with fast and friendly service

Solve customer complaints

Make sure store assignments are complete & store is clean for oncoming shift

Demonstrate strong work ethic by working throughout college and also concurrently while working at Morgan Lewis & Bockius

OTHER RELEVANT EXPERIENCE

Campaign for Working Families (Philadelphia, PA) Seasonal, 2012 – Present

Income Tax Preparer, Volunteer Income Tax Assistance (VITA)

Prepare taxes and eFile using TaxWise

Offer Financial & Tax advise

Inform individuals who qualify for governmental assistance programs

COMPUTER SKILLS

Microsoft Excel, Word, PowerPoint, Access, Outlook, OneNote, Adobe

Accounting: Oracle; TaxWise, Elite and ProLaw, ARCS 2G,Quickbooks, SAP & SYNC, SQL, Datacert; Legal Tracker, Expensify

Industry/Company Research: Hoovers, Lexis Nexis, Bloomberg, SPSS, Dun & Bradstreet

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