KEITH J. ROSE

***** ***** **** ***** ***** Potomac, Maryland 20878

Cell 240-***-****

SUMMARY:

Thirty plus years’ experience working at Law Firms as a Billing Manager and in Government/ FDIC as an IT/Financial Specialist assisting Attorney’s in preparation and approval of invoices, budgets, expenditure ceilings fee adjustments, disallowances of expenses while making sure we adhere to the FDIC outside counsel desk book guidelines my experience includes managing people in a legal environment. For the past six years I have done the very job I am applying for, providing specialized experience assisting in IT project development and enhancement of information systems and identifying emerging technologies to facilitate efficient & cost effective delivery of services ensuring systems development and implementation that adhere to business requirements. I have served as liaison between user (FDIC/Attorneys/Firms} and DataCert the FDIC System provider. I have advised the Senior Counsel and/or Supervisor of the requirements, priorities, and problem resolution in the FDIC's legal division (LITU). I have directed and monitored project activities, policy and procedure development, user documentation, training, data integrity and maintenance, and the development of reporting. I have independently reviewed, managed, and monitored the development and issuance of policy and procedures to support the Division business needs. I have served as Information Technology (IT) specialist which required me to review invoices and maintain attention to detail providing a thorough review performing work and conscientiously attending to detail. The FDIC attorney's, firms and peers I have worked with consider me the best biller in the Legal Division (See References) the volume of invoices I process by far outnumbers any other biller in LITU. I have provided exceptional customer service working with attorneys, clients and customers including the general public, individuals who work in the FDIC, other agencies and organizations outside the government to assess their needs, provide information or assistance, resolve their problems, or satisfy their expectations. I am committed to providing quality customer service. The course of my duties requires me to communicate to individuals and groups effectively, taking into account the audience and nature of the information (for example, technical, sensitive, controversial); I make clear and convincing oral presentations; listening to others and responds appropriately. I excel at problem solving and identifying problems; determining accuracy and relevance of information; using sound judgment to generate and evaluate alternatives, and to make recommendations. My experience also extends to over twenty years in the private sector. I have extensive knowledge of software, system development, methodology and concepts. I am skilled in oral communications in written communications. And the ability to direct and monitor the work of staff, coordinate projects and monitor firms for data integrity. Ability to resolve issues between system users and system developers and to coordinate requirements between senior-level managers in multiple divisions.

PROFESSIONAL EXPERIENCE

Jackson & Campbell, P.C. 2/29/2016 - Present

Manages the billing of the healthcare group as well as the firms largest biller

Electronic Billing with multiple ebilling platforms such as Collaborati, Legal Exchange, Serengeti, Tymetrix, Proassurance and others

Perform daily activities of the billing function in support of Partners and Clients. Including but is not limited to Proforma generation and edits, creating timecard summaries, updating matter and Timekeeper rates and running client reports and making sure they are processed accurately and efficiently. Reviews, manages, and monitors documents in file site.

Review and analyze invoices to make sure they are compliant with firm policies.

Work on the most complex invoices that require advanced calculations and implementation.

Monitor and Coordinate with Attorney’s in budget preparation and presentation, reviewing budget requests, and resolving issues.

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FDIC – Legal Information Management Unit (LITU) - August 2009 – 12/31/2016

- Manages development teams to ensure systems development and implementation meets business requirements for the Division.

- Serves as liaison between user community and systems development organization.

- Advises the Senior Counsel and/or Supervisor of the requirements, priorities, and problem resolution for the Division business systems.

- Directs and monitors project activities, e.g. policy and procedure development, user documentation, training, security administration, data integrity and maintenance, and the development of the Division business reporting requirements and structures.

- Independently reviews, manages, and monitors the development and issuance of policy and procedures to support the Division business needs.

- Work with the Advanced Legal Integrated System (ALIS) which requires me to be responsible for invoices entered in ALIS. Research and establish the accuracy of invoices submitted.

-Review and analyze invoices to make sure they are compliant with FDIC Rules & Regulations. Setup, submit and maintain invoices in (ALIS).

-Work on the most complex invoices that require advanced calculations and implementation (Grais Ellsworth) (Dickstein Shapiro LIBOR Matter) Etc.

-Monitored and verified accounting data and took action to correct inaccurate information on budget and financial systems. Took the lead in assisting with the management of the billing process utilized by Division attorneys and paralegals.

Participates in discussions with senior managers and attorneys regarding the current and future budget allocations

Review, and monitor the development and issuance of contractual vehicles to support Legal Division business needs. Review and processes invoices submitted under the contacts.

-Coordinates with other Divisions and Attorney’s in budget preparation and presentation, reviewing budget requests, and resolving issues.

Develops and maintains databases which track the status of matters and provide historical information as well as electronic and hard copy files.

-Performs legal research, writing and other related duties covering a wide range of topics relating to the Branch. Gathers, and compiles information using research techniques and automated systems for the preparation of legal documents, including memoranda.

-Working with development teams to ensure systems development and implementation that meet business requirements for both the Government (FDIC) and the private sector (Law Firms) assisting in the development and execution of project plans to ensure systems are fully integrated into a business environment.

-Developed plans, policies, and procedures for monitoring and executing the budget and financial reporting systems for LITU in the FDIC Legal Division.

Prime Temps, Washington DC January 2009 – July2009

Various Assignments

In law firm billing and collections.

Collections for Wilmer Hale November 2008 – December 2008

Law firm billing and collections while employee completed Maternity Leave.

Kirkpatrick, Lockhart Preston Gates Ellis LLP, Washington, DC

Billing Electronic Billing Collections January 2008 – October 2008

Managed flow bills between accounting department, attorneys, secretaries, making edits, transfers, narrative changes, split invoices, adjustments, write-offs joint invoices & time entries.

Was responsible for billing and accounts receivable as well as attorney and secretarial training and support.

Responded to requests from clients attorney’s and staff providing analysis and research including inquiries regarding accounts receivable, time entry and billing.

Prepared billing, collections and management reports to Management Committee.

Assisted in preparation of Quarterly Lobbying Reports and preparation of yearend month end and audit reports.

Was liaison between Attorney and client in negotiating collections of accounts receivables and managed and ran financial reports. Work with collections of accounts receivables.

Setup, submit and maintain Electronic Billing Systems, including Datacert, Serengeti, and Tymetrix. And other Electronic billing systems, Maintain billing rates and matter setups and maintenance.

Reorganize electronic billing process and created procedures to track payments and errors of electronic bills.

Miller & Chevalier Chartered, Washington, DC

Billing Manager February 3, 2001 as temp April 2001 – January 2008

Supervised Billing Coordinator and Billing Assistant. Manage flow bills between attorneys, secretaries and billing staff.

Managed development teams to ensure systems development and implementation meets business requirements at law Firms

Was Responsible for billing and accounts receivable as well as attorney and secretarial support including inquiries regarding accounts receivable, time entry and billing.

Communication regarding legal information systems, compiling evaluating and organizing data. Wrote procedures that tracked bills improving collections reports. Setup and maintain timekeepers and timekeeper rates and timekeeper data.

Prepares or coordinates the preparation of periodic reports, calendars, work-in-progress reports and charts, and productivity reports, highlighting projects and assignments of particular interest to senior management and Attorneys.

Setup, submitted and maintained Electronic Billing Systems, including Serengeti, Tymetrix, CT Tymetrix, DataCert, and others.

Managed, Supervised Billing Staff of two. Monthly Closing and Reconciliation to General Ledger and preparation of reports for monthly financial statements.

Worked with Auditors at Yearend and implement yearend policies and procedures.

Develops and maintains databases which track the status of matters and provide historical information as well as electronic and hard copy files.

When working at Law Firms attended Administrative/Executive committee meetings as accounting representative and provided updates on numerous matters such as Monthly Reports, file management, etc.

Working with development teams to ensure systems development and implementation that meet business requirements for both the Government (FDIC) and the private sector (Law Firms) assisting in the development and execution of project plans to ensure systems are fully integrated into a business environment.

Develops and executes project plans to ensure systems are fully integrated into Law Firm business operations.

- Directs and monitors project activities, e.g. policy and procedure development, user documentation, training, security administration, data integrity and maintenance, and the development of Law Firm business reporting requirements and structures.

- Independently reviews, manages, and monitors the development and issuance of contractual vehicles to support Law Firm business needs.

- Advises the Supervisory IT Specialist of the requirements, priorities, and problem resolution for Legal Division business systems, the approval of the expenditure of funds for business-related systems and the acceptance of the products provided by the Division of Information Technology (DIT) or by contractors.

- Communicates systems-related issues, enhancements, initiatives, etc. to senior management

- Coordinates business requirements between Attorneys at Law Firm.

- Developed plans, policies, and procedures for monitoring and executing the budget and financial reporting systems for LITU in the FDIC Legal Division.

- Coordinates with other Divisions and Attorney’s in budget preparation and presentation, reviewing budget requests, and resolving issues.

- When at law firms prepared and analyzed data from various computer databases and relevant sources for use in complex tracking reports and spreadsheets utilized by the Partners and other senior attorney’s for executive committee meetings.

- Monitored and verified accounting data and took action to correct inaccurate information on budget and financial systems. Took the lead in assisting with the management of the billing process utilized by Division attorneys and paralegals.

- Participates in discussions with senior managers and attorneys regarding the current and future budget allocations

- Develops and executes project plans to ensure systems are fully integrated into Law Firm business operations.

- Directs and monitors project activities, e.g. policy and procedure development, user documentation, training, security administration, data integrity and maintenance, and the development of Law Firm business reporting requirements and structures.

- Independently reviews, manages, and monitors the development and issuance of contractual vehicles to support Law Firm business needs.

- When working at Law Firms attended Administrative/Executive committee meetings as accounting representative and provided updates on numerous matters such as Monthly Reports, File Management, etc.

- Reviews bills, identifies previously analyzed bills with similar or identical language, and provides advice to attorneys and support staff regarding the content and handling of work product, ensures compliance and timely responses, conducts searches, and ensures that appropriate division or clients, firms are given the opportunity to respond.

Greenburg Traurig, LLP, Washington, DC

Accounting Manager May 1999 – January 2001

Promoted to Billing Manager in 2000

Working with development teams to ensure systems development and implementation that meet business requirements for both the Government (FDIC) and the private sector (Law Firms) assisting in the development and execution of project plans to ensure systems are fully integrated into a business environment.

Prepared management reports, cash receipts and financial transactions such as journal entries, adjustments and accounts reconciliation.

Develops and maintains databases which track the status of matters and provide historical information as well as electronic and hard copy files.

When working at Law Firms attended Administrative/Executive committee meetings as accounting representative and provided updates on numerous matters such as Monthly Reports, file management, etc.

Took over collections and financial reporting and helped office transition to new accounting and billing system including testing and implementation of billing and accounting systems.

Compiled data on accounts receivable, collections and billing and gave monthly PowerPoint presentation to Partners.

Worked with development teams to ensure systems development and implementation meets business requirements for the Legal Division.

Assisted in the development and execution of project plans to ensure systems are fully integrated into FDIC business operations.

Reviewed, and monitors the development and issuance of contractual vehicles to support Legal Division business needs. Review and processes invoices submitted under the contacts.

Communicated systems-related issues, enhancements, initiatives, etc. to senior management at Headquarters and the field offices. Coordinates business requirements between senior-level managers in multiple divisions.

A & F Tax Accounting

Office Manager November 1993 – May 1999

Managed all aspects of office including payroll, accounts payable, hiring of staff dealing with outside vendors.

Responsible for accounts receivable, budget, and financial reporting, audits reconciliations, balancing, cash receipts, deposits and cash balancing.

Responsible for training of staff and writing and implementation of offices policies and procedures.

Assisted in preparation of Tax Returns and putting together and maintaining tax records.

Implemented collection procedures and increased profits for the office.

ARONSON, FETRIDGE & WEIGLE

Data Processing, Billing and Tax Manager February 1991 – November 1993

Supervised automated tax preparation system, assisted in preparation of Tax Returns and putting together and maintaining tax records.

Prepared invoices, adjustments transfers and write-offs.

Supervised billing and setup procedures and billing policies.

Streamlined Billings and Collections.

Responsible for monthly balancing of accounts receivable, budget, and financial reporting, audits reconciliations, balancing, cash receipts, deposits and cash balancing.

Responsible of Training of Staff and providing information to CPA’s

Implemented new procedures and automated system to track vacation and sick leave.

Worked with development teams to ensure systems development and implementation meets business requirements for the Legal Division.

Assisted in the development and execution of project plans to ensure systems are fully integrated into FDIC business operations.

Reviews, and monitors the development and issuance of contractual vehicles to support Legal Division business needs. Review and processes invoices submitted under the contacts.

Communicated systems-related issues, enhancements, initiatives, etc. to senior management at Headquarters and the field offices. Coordinates business requirements between senior-level managers in multiple divisions.

ARENT, FOX, KINTNER, PLOTKIN & KAHN

Billing Supervisor and Data processing coordinator April 1988 – February 1991

Supervised billing and data processing departments for a law firm generating 5 to 6 million in revenue monthly with responsibility for billing, cash receipts, transfers, narrative changes, split invoices, adjustments, write-offs & time entries.

Supervised planned and implemented conversion to a new accounting system.

Responsible supervision a staff of six and of Training of Staff.

Responsible for monthly balancing of accounts, budget and financial reporting, audits, reconciliations, balancing, cash receipts and cash balancing.

Took over for data processing manager when she left firm and was responsible for all financial data.

Worked with development teams to ensure systems development and implementation meets business requirements for the Legal Division.

Assisted in the development and execution of project plans to ensure systems are fully integrated into FDIC business operations.

Reviewed, and monitors the development and issuance of contractual vehicles to support Legal Division business needs. Review and processes invoices submitted under the contacts.

Communicated systems-related issues, enhancements, initiatives, etc. to senior management at Headquarters and the field offices. Coordinates business requirements between senior-level managers in multiple divisions.

LANE & EDSON

Collections and Billing Coordinator April 1987 – April 1988

Responsible for all firm Collections & narrative changes, split invoices, adjustments, write-offs & time entries.

Assisted in preparation of bills, monthly balancing of accounts, budget and financial reporting, audits, reconciliations, balancing, cash receipts and cash balancing.

Worked with Finance Committee on Collections Reporting.

Accounts Receivable Reporting and presentations.

Implemented new procedures and automated systems to track vacation and sick leave.

ARNOLD & PORTER

Collections and Billing Coordinator October 1985 – April 1987

Responsible for all firm Collections & assisted in preparation of bills

Worked with Finance Committee on Collections Reporting.

Accounts Receivable Reporting.

Responsible for all firm Collections & narrative changes, split invoices, adjustments, write-offs & time entries.

Assisted in preparation of bills, monthly balancing of accounts, budget and financial reporting, audits, reconciliations, balancing, cash receipts and cash balancing.

Worked with Finance Committee on Collections Reporting.

Accounts Receivable Reporting and presentations.

Implemented new procedures and automated systems to track vacation and sick leave.

Education

Montgomery College (Accounting and Business Administration) 1977 – 1978

University of Maryland (Accounting Courses and Business Administration) 1979 – 1981

Numerous continuing education and training courses and seminars in systems and management. Forty plus years of work experience.

COMPUTER SKILLS

ALIS Billing Software LIMS Billing Software, CMS Law Firm Accounting and Billing Systems, Elite Law Firm Accounting and Billing Systems, Legal Integrated Management Systems (LIMS), Excel, Word, Access, Web view, PowerPoint, Outlook, Electronic Billing software such as Data Cert, Serengeti, CT Tymetrix, Bottom Line, PACE, Direct Invoice, Legal Precision and others, Star Collect collections software, ARCS collection Software. Tax preparation software. Systems conversations and upgrades and complex financial spreadsheets.

Notary Public

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