Legal Assistant Executive

Michelle McKinney

707-***-**** ******@*********.***

Objective

Accomplished Bookkeeper / Legal Assistant / Executive Assistant with extensive experience supporting C-suite executives and senior leadership. Skilled in executive scheduling, confidential communications, legal and financial document preparation, and full-charge bookkeeping. Seeking a role where my strategic support and operational efficiency contribute to executive and organizational success. PROFESSIONAL EXPERIENCE

NGAssociates Food Consultants

Bookkeeper July 2023 – Present

• Manage full-cycle bookkeeping operations, including accounts receivable/payable, billing, collections, and reconciliations

• Prepare month-end financial statements and year-end 1099s and W-2s

• Coordinate insurance and workers’ compensation audits across departments

• Create estimates, track project milestones, and issue client invoices Tools: QuickBooks Online, NetSuite

Ashe Cosgrove Corporation

Bookkeeper May 2023 – Present

• Perform day-to-day bookkeeping, including payroll processing, journal entries, and bank/credit card reconciliations

• Generate biweekly and monthly invoices; manage bill payments and vendor accounts

• Maintain accurate financial records and support compliance documentation Tools: QuickBooks Online, Bill.com, eBillity, MileIQ Nick Heimlich, Esq.

Legal Assistant 2007 – Present

• Draft, proofread, and format discovery materials and legal filings for attorney review

• Provide ongoing support for special legal and administrative projects

• Liaise with clients, courts, and external partners to support legal case flow Tools: Microsoft Office Suite, Adobe Acrobat

Emily Tincher, M.R., C.R.C.

Administrative & Bookkeeping Support September 2007 – Present

• Transcribe, format, and edit vocational rehabilitation reports for legal proceedings

• Track billing activity, generate invoices, and manage outstanding accounts receivable

• Assist with collections and maintain detailed financial documentation Tools: QuickBooks Desktop, Microsoft Word, Excel

Medina Seto Law

Legal Assistant March 2019 – Present

• Create and manage legal discovery templates; maintain calendars for hearings, mediations, and filing deadlines

• Edit and proof legal documents for consistency, grammar, and formatting

• Administer billing, prepare year-end tax forms, and support case-related financial tasks Tools: QuickBooks, Bill4Time, NetSuite, Microsoft Office Michelle McKinney

707-***-**** ******@*********.***

Catalyst Strategies

Executive Assistant November 2006 – December 2022

• Provided comprehensive executive support to the President, Vice President, and senior leadership, serving as a key liaison between internal teams and high-level external stakeholders

• Scheduled, confirmed, and coordinated high-stakes meetings and calls with in-house and client-side C- suite executives, ensuring optimal calendar alignment and preparation

• Managed complex domestic and international travel arrangements, including flights, accommodations, ground transportation, and detailed itineraries for executives and teams

• Oversaw logistics for executive off-sites, board meetings, and strategy sessions, ensuring all materials, venues, and communications were flawlessly executed

• Maintained executive calendars, adjusting schedules dynamically based on shifting priorities and last- minute changes

• Fielded sensitive communications, managed confidential documents, and acted with the highest level of discretion and professionalism

• Used Asana to assign, track, and report on cross-functional projects, keeping executive leadership informed of milestones and roadblocks

• Cultivated strong relationships with high-profile clients and their executive assistants, fostering collaboration and trust at the executive level

Thompson Legal Advisory Services

Legal/Administrative Assistant November 2006 – August 2023

• Drafted, edited, and formatted a wide range of corporate legal documents, including contracts, agreements, and presentations using Microsoft Word, Excel, PowerPoint, and Adobe Acrobat

• Performed document redlining and comparison reviews to ensure accuracy and track revisions, using tools such as Workshare Compare and Adobe

• Assisted in the creation and maintenance of SAFEs (Simple Agreements for Future Equity) and supported the preparation of corporate binders for entity organization and compliance

• Managed end-of-month billing processes, including multiple rounds of document revisions, invoice preparation, and tracking of billable time

• Maintained clear and timely communication with attorneys, clients, and team members via email, text, and Slack, ensuring workflow transparency and deadline adherence

• Worked closely with senior legal staff to support ongoing corporate and transactional matters with a high degree of confidentiality and attention to detail

Mac Construction

Project Bookkeeper May 2021 – December 2022

• Tracked project expenses, revenue, and completion percentages to support financial planning and forecasting

• Generated estimates, profit and loss statements, and balance sheets for internal and client reporting

• Managed project budgets and ensured compliance with subcontractor contracts, insurance, and documentation requirements

• Prepared and filed 1099s and W-2s in coordination with year-end reporting Tools: QuickBooks, Microsoft Excel, Google Sheets

Michelle McKinney

707-***-**** ******@*********.***

Synod of the Pacific – Nonprofit Organization Richmond, CA Bookkeeper May 2017 – October 2019

• Processed biweekly payroll and managed employee compensation records

• Prepared and submitted monthly and quarterly payroll tax filings in compliance with federal and state requirements

• Accurately posted financial transactions and assigned correct accounting categories

• Entered and processed vendor bills, issued timely payments, and recorded deposits

• Reconciled monthly bank and credit card statements to ensure financial accuracy and accountability

• Produced end-of-month financial reports and supported year-end reporting requirements

• Calculated and managed monthly 401(k) retirement plan distributions

• Assisted with the development of the annual organizational budget and other financial planning tasks SKILLS

Accounting & Bookkeeping

• Full-cycle bookkeeping (A/R, A/P, billing, reconciliations)

• Payroll processing and journal entries

• Financial reporting and 1099/W-2 preparation

• Invoicing, collections, and audit coordination

Legal & Administrative Support

• Drafting and proofreading legal documents and discovery

• Calendar management and deadline tracking

• Legal billing and client correspondence

• Transcription and document formatting

Communication & Coordination

• Executive support and stakeholder liaison

• Scheduling and coordinating C-suite meetings

• Domestic and international travel planning

Strong written and verbal communication

TOOLS & SOFTWARE

• QuickBooks (Online & Desktop), NetSuite, Bill.com, Bill4Time

• Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

• Google Workspace (Docs, Sheets, Gmail, Calendar)

• Adobe Acrobat, Zoom, Concur, eBillity, MileIQ

•

EDUCATION

• Legal Secretary Certificate – Healds Business College

• Accounting Courses: Santa Rosa JC

• UCSF – Legal Courses

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