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Accounting Insurance Agent

Fresh Meadows, NY
June 25, 2019

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**-** **** ****, ***. *Z • Forest Hills, NY 11374 • 718-***-**** (c) • QUALIFICATIONS PROFILE:

Results-oriented Law Firm Controller proficient in AR/AP, P&L management, budgeting, and forecasting with a steadfast analytical mindset.

• Meticulously assessed all aspects of law firm’s cash flow and capital accounts, generating detailed profit and ownership percentage reports.

• Adaptable and scalable experience in the management of small to large-scale law firms.

• Prepare comprehensive project and organizational budgets; ensuring expenditures do not exceed allocated funds.

• Adroitly reconciled accounts for a diverse client base.

• Effectively implemented specialized accounting programs and manual recording techniques, dramatically improving efficiency in financial record keeping.

• Proficient in Juris (similar to Elite), TABS, Peachtree, Quicken, Microsoft Edge, Quattro Pro, QuickBooks, Resolvestar, Aderant Total Office and Legal Solutions. PROFESSIONAL EXPERIENCE:

McAloon & Friedman, PC New York, New York

Law Office Controller

2015 – present

Primary responsibilities include all aspects of accounting and finance activities including maintenance of financial systems and reporting applications for a 48-lawyer medical malpractice firm. Manage a team of five, three operational people AR/AP/GL and two in billing. Monitor/Manage all aspects of HR Management including payroll. Key Accomplishments:

Successfully increase revenue from $15M to $19M in 2018.

Recapture billing disbursements expenses from $2M to $5M.

Exceeded partners yearly bonuses by 30%.

Schiavetti, Corgan, DiEdwards, Weinberg & Nicholson, LLP White Plains, New York Law Office Controller


Responsible for the accuracy and productivity of day-to-day activities of accounts payable, cash disbursements, client billing, collections, payroll, fixed asset records, general accounting, cost accounting, Human Resources, and Operations for a 25-lawyer medical malpractice firm. Developed, improved and issued timely monthly financial records. Ensured financial plans are consistent with firm’s goals. Assisted in the development and economic evaluation of various fringe benefit programs for staff and program components. Interfaced with outside audit firms(s), banks, insurance agent(s), credit card companies, and collection agencies Supervise overall Operations. Key Accomplishments:

Successfully increase revenue from $6M in 2007 to $9M in 2010.

Recapture billing disbursements expenses from $2M to $5M.

Restructured vendor contracts with a net savings of $70,000. MARIO CANIZALES

99-32 66th Road, Apt. 3Z • Forest Hills, NY 11374 • 718-***-**** (c) • Putney, Twombly, Hall & Hirson, LLP

Attorneys at Law New York, New York



Administered all the financial operations for the firm of 24 partners. Analyzed current accounting procedures and made recommendations based on partnership accounting. Prepared accounts receivable/payable reports. Monitored cash flow, capital accounts, and generated detailed profit and ownership percentage reports. Maintained records of capital expenditures for tax purposes. Hired, trained and mentored sector employees. Managed payroll, quarterly filings and administration of pension plans.

Key Accomplishments Successfully restructured internal G/L chart of accounts to encompass profit and losses based on Generally Accepted Accounting Principles. Eppenstein & Eppenstein, LLP

Attorneys at Law New York, New York



Managed all of the day to day accounting functions. Monitored daily cash receipts and disbursements. Responsible for processing full cycle Accounts Payable (100-500) checks monthly. Prepared all accounts receivable/billing. Analyzed all cash flows, and bank reconciliations. Assisted in the preparation of financial statements and managed the monthly/year end close. Prepared journal entries. Posted to the general ledger and work extensively on the general ledger. Interfaced with external auditors. Managed human resources including benefits, hiring/firing and reporting. Key Accomplishments:

Successfully coordinated expansion of the physical workplace including planning, designing, real estate, project planning and management, communication, facility function, technology integration and management of human and environmental factors.


Long Island University Brooklyn, New York


Earned 45 credits in Accounting

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