Lori Isaacson

ad3ntt@r.postjobfree.com

www.linkedin.com/in/loriisaacson

310-***-****

Professional Experience

Legal Administrator

Yudell and Lonoff LLC

September 2022 – September 2023 (relocated back to IL June 2022)

Provided Administrative support to the 4 Attorneys in firm, as requested.

Prepared various required documents for filing with Court relative to Client’s needs. Utilized Court websites for submission of fillings.

Interfaced with Clients, including witnessing the signing of confidential documents, as well as providing documents to Clients as requested by Attorney.

Entered client billing as requested, using Sage Timeslips platform.

Maintained Client files electronically and in hard copy.

Confirmed Client meetings.

Maintained office Conference Room.

Ordered required office supplies.

Business Manager

Robertson Pediatrics Beverly Hills, CA

September 2016 – December 2019

Interfaced with all patients with exceptional friendliness regarding insurance and billing requirements through both inbound and outbound billing questions always ensuring a positive patient experience.

Customer Service is my middle name always providing a highly satisfactory solution to a patients needs

Researched and investigated all billing concerns, collected ALL Account Receivables and updated billing information into our systems

Always provided feedback to improve our processes to benefit our patients, clinicians, staff and overall operations

Negotiated all contracts with vendors always reducing cost

Responsible for paying all bills for practice including employee payroll

Responsible for providing accounting firm with monthly statements

Operations Manager

Intelectric, Inc. Los Angeles, CA

February 2015 – September 2016

Oversee Day-to-Day Office and Field Operations.

Managed HR, Payroll and Bookkeeping requirements, which includes AR, AP,

Vendor bills, client invoicing & weekly/monthly & quarterly financial statements.

Interfaced and managed communications with all prospective and active clients

Manage Field Technicians, Warehouse and Administrative personnel and all Vendors

Business Administrator

Isaacson Business Consultants Los Angeles, CA

October 2011 – January 2015

Provided Financial Management support in areas of AP, AR, checking account, invoice and revenue reporting to clients on-site and online.

Provided contract review and negotiation of pricing structure to solidify client’s annual savings. Addressed time sensitive accounting and billing issues providing clear systems for streamlining company’s financial operations.

Assessed operational procedures and provided recommendations to address company inefficiencies.

Analyzed key components of client’s office operation, employee reports and when necessary, recommended new procedures to cut costs and improve efficiencies.

Interfaced with client’s management and support staff to improve departmental flow. Made recommendations based on analysis and provided clarification to job descriptions where areas of weakness are identified.

Office Manager

Orthohealing Center Los Angeles, CA

January 2014 – July 2014

Assessed the current operation with the goal of seeking ways to find cost savings in all areas. Implemented new office procedures and innovative measures to increase revenue.

Oversaw & reviewed client billings & vendor invoices to ensure consistent AR/AP.

Reviewed and assessed current systems as well as the roles of all staff to institute and improve “cross training” thereby maximizing workflow efficiencies and employee camaraderie.

Worked with Vendors and set up in-serve trainings for clinicians and select patients, providing patients with ongoing innovative alternative treatment options.

Office Manager

Neubauer-Perkins, Inc. Northbrook, IL

Distributor for Smith & Nephew, Inc.

May 1996 – August 2011

Oversaw all office operating procedures to maximize departmental efficiency.

Evaluated all internal suppliers, negotiated cost reductions thereby reducing payables by 10% in 1st year alone. Liaison to retained CPA firm, providing monthly AR, AP, checking account and revenue reports.

Created and implemented “On-Board” employee protocols for new staff hires and independent sales representatives. Created and maintained all HR files.

Strategic communications – maintained and managed an extensive contact database containing more than 2,000 unique medical data points.

Facilitated Trauma Symposium creating new protocol for what became a recognized Annual Event – provided Surgeon participants with assistance at venue. Secured valuable follow-up data after event.

Provided a full range of support including office and operations management, monthly, quarterly and annual financial reports, meeting logistics, event planning, and strategic communication across all interested parties.

Education:

Loyola University Psychology & Communications Chicago, IL

Triton College A.A. Psychology River Grove, IL

Computer Skills:

Expertise in Microsoft Word, Excel, QuickBooks, Google Docs and Outlook.

Special Interests:

Adolescent Grief Counselor Volunteer – OUR HOUSE

Treasurer – Sisterhood BTS

Yoga and bike riding

References available upon request.

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