Administrator/Accounting Manager/Billing Specialist with over 18 years of law firm and CPA firm experience. Skilled in all aspects of General Ledger, Accounts Payable and Receivable, Profitability Reporting, law firm billing and reports, calculating partner/associate bonuses and profit sharing, bank reconciliations, etc. Assisted employers with firm moves and office build-outs, tenancy and office accounts. Other skills include human resources, managing and overseeing staff, collections, escrow accounts, payroll, benefits administration, budget preparations and reporting and tax returns (business, personal property and estate). Persuasive telephone technique and excellent communication skills with staff, partners, employees and outside CPA. Innovative recovery/collection strategies. Computer skills include Microsoft Office 2013 (Word/Excel/PowerPoint/Outlook) Ultra Tax, Engagement Plus, QuickBooks, Practice Solutions, Juris, DLS, Maximo, TimeSlips, SalesForce, Act, Javelan, Elite 3E, DTE, Elite Enterprise, Oracle, Tabs, CCAD, CCH, Client Profiles/Aderant Total Office, Orbit, JE Edwards and Orion. Florida Notary Public.
Scarborough Attorneys At Law 01/2018-07/2018
Employee Paid Time Off
Handle building issues/Vendors request
Monitor LOC- make payments and/or transfers
Customer service for client related issues
Hill Ward Henderson 10/2017-12/2017
Contract position for year end
Open new matter
fill in for yearend positions as needed
Givens Givens Sparks Tampa, Florida 06/2016 - 09/2017
E-filing from County Courts
Monitor cash balance
Client customer assistance/management
Accounts Receivable Collections and Account Reconciliation
Transfer balances when new matters open
Process payments from trust account
Run weekly and monthly reports
Miscellaneous contract positions 11/2014 - 06/2016
Including but not limited to Bookkeeper, Billing Specialist, Legal Billing and Accounting Specialist
for Law firms, Analyst for Forensic Accounting firm and Collections Analyst corporate collections
Smith, Gambrell and Russell Atlanta, Georgia 05/2014 - 11/2014
Escrow/AP Accountant /Backup Biller
All escrow duties as follows for Atlanta, Jacksonville and D.C offices:
Processed check requests daily, upon request and vendor invoices
Followed firm procedures for accounts receivable, entering cash receipts daily
Imported Billback charges
Processed credit card payments online
Generated and distributed monthly reports
Processed and paid Global Exchange for foreign associate invoices
Handled rent for the New York and Atlanta offices, as well as petty cash for the Germany office
Bank reconciliations on Atlanta Operating Account
Entered journal entries
Ballard Spahr LLP Atlanta, Georgia 07/2010 - 05/2014
Lead Billing Specialist
Prepared and handled all aspects of client bills according to client and attorney specifications.
Prepared and submitted electronic invoices in accordance with client and vendor guidelines, as well as researched and resolved issues associated with electronic invoicing.
Performed accounting support, cash receipts and accounts payable. Coding all accounts payable and employee expense diaries for the Atlanta office using the proper General Ledger codes.
Opened new matters in BizIntake
Client reports imported from Elite 3E- designed per client requirements
Generated Reports for monthly, quarterly, and yearly budgets or expenses for the Atlanta office
Accrual reports monthly for client to meet the budget requirements, Client reports imported from Elite 3E-
Metcalf Davis - Certified Public Accountants Atlanta, Georgia 10/2008 - 08/2009
Processed tax returns, including but not limited to Individual, Partnerships, Corporations, (including S and H), Exempt Organizations, Deferred Comps, Estate and Gift Tax, 1040NR and Property tax returns.
Handled travel arrangements to site locations.
Drafted engagement letters to obtain new business or renew existing business.
Kept up with storage files in Access; made sure it was up to date and accurate.
Input investors’ information into database in order to process 1040NR returns.
Managed monthly stats report. Sent weekly reports of tax returns that were due.
Improved productivity and profit by improving certain control systems and implementing cost saving measures.
Created the company training manual, including checklists and workflows utilizing tasks in Firm’s CRM.
Santi & Associates, PC - Certified Public Accountants Alpharetta, Georgia 10/2005 - 10/2008
Increased revenue for the firm by launching collections and bringing past due accounts current.
Managed calendar of the Owner, made appointments, travel arrangements, returned phone calls to necessary clients/other businesses upon his request. Drafted bank letters for clients for banks, mortgage companies, etc.
Helped process tax returns, made copies, bound tax returns, electronically filing of 1040’s.
Handled end of month billing, prepared invoices. Sent invoices and statements out, end of month reports. Posted invoices. Printed and listed billing reports in appropriate place or on a spreadsheet, for staff rate/profit.
Entered new clients into database (Practice Solutions).
Accounts receivable, client care and management using Ultra Tax, processed payments, made deposits at bank.
Handled all tenant issues that might arise.
Kept current with storage file book, tax log-in and Ultra Tax software.
Swope, Rodante, P.A. - Tampa, Florida 09/2000 - 11/2004
Handled building maintenance, housecleaning, sick/vacation time, health care benefits, ordered supplies, oversaw the administration team of about 15 staff members.
Coordinated and set up for mock trials, made sure legal staff was prepared, ordered supplies, set up luncheons.
Entered accounts receivable and payables into QuickBooks. Entered new clients and or vendors into data base, reconciled accounts
Maintained trust accounts- distributed checks Bank reconciliations on Operating and Escrow Accounts
Hillsborough Community College-General studies
University of AK-Fairbanks-General Studies