Office / Billing Administrator

Joanna Bergman

+1-848-***-**** *********@*******.*** Point Pleasant, NJ

WORK EXPERIENCE

Office Administrator: SIFT DISCOVERY, LLC September 2021 - February 2025 [3.5 years] Office Administrator for leading eDiscovery firm providing consulting, technology solutions, data hosting and managed eDiscovery services to corporations, healthcare companies and law firms.

• Structure, maintain and reconcile A/R and A/P, including separate entity Business Accounts, Inter Company operating expenses, and Line of Credit. Prepare ongoing weekly financial and WIP reports, as well as ongoing cashflow and year-to- date reporting. Maintain and process expense reports and employee expense reimbursements.

• Maintain entire client database including all new matters, performing conflict checks and handling all billing related communications and client accounts.

• Finalize and deliver all monthly approved billing, including hosting and user charges, employee services time, contract attorney time and vendor expenses for all clients. Structure and setup for ongoing uploads to client portals and client- specific delivery of billing with supporting documentation. Handle and maintain all client collection accounts, Collection Reports and all collection activities up through attorney intervention.

• Maintain and manage contractor/vendor onboarding and accounts, including time and cost management for cost recovery.

• Maintain and manage onboarding of contract attorneys, contract attorney database and contract attorney time entry and hours for payroll.

• Structure and handle general office administration procedures, including various platforms and programs, Office365 administration, auditing of users and user groups, company and client reflectors, etc.

• Track and manage all HIPAA certification/recertification for employees, vendors and contract attorneys.

• Track Bar Association compliance for all licensed attorneys in multiple jurisdictions; ensure CLE requirements and attorney licensing remains in good standing.

• Assist with entity incorporation, registration and handling of all nationwide corporate compliance reporting and transactions.

• Track PTO requests and manage company-wide PTO calendar.

• Assist with scheduling for company leadership; assist Director of Operations and Director of Managed Services in day-to- day administration.

Law Office Administrator: SMITH CURLEY, LLC September 1997 - March 2021 [24.6 years] Office Administrator for firm practicing in all aspects of corporate, environmental, commercial/residential real estate, employment/labor, collections, estate, general counsel, development, acquisition, zoning/land use law.

• Structure, maintain and reconcile A/R and A/P, including business, escrow and attorney trust accounts. Prepare ongoing monthly A/R, A/P and P&L reports.

• Structure and maintain entire client database and monthly billing for all clients.

• Structure and handle all general office/law firm procedures, including banking, marketing, vendors and supplies, corporate compliance, payroll, HR matters, etc.

• Assist in drafting/editing all correspondence and pleadings, as well as any and all transaction documents.

• Assist in handling of both commercial and residential real estate and refinance transactions.

• Assist in drafting/editing of both commercial and residential leases and related documents.

• Assist with document review, online research, CLE compliance, client relations, personal matters, estate planning, etc.

• Handle the formation / incorporation of new client entities and maintaining ongoing reporting compliance.

• Assist in handling client insurance defense reimbursement claims, including LEDES billing.

• Client contact and screening.

EDUCATION

West Essex Regional High School 1988 High School Diploma SKILLS

Administration, A/R and A/P, Financial Reporting, Billing/Invoicing, Legal Billing, Client Relations, Onboarding, Scheduling/ Calendaring, Bar Association Compliance, Entity Incorporation, Registration and Compliance, Contracts, Time Entry Review, Expense Reports, Document Drafting/Editing/Processing, Data Entry, Collection, HIPAA Management, Vendor Management, Cost Recovery, Database, PTO Management PROFICIENCY WITH

Office365, Clio, Asana, QuickBooks, Sage TimeSlips, OneDrive, SharePoint, ShareFile, AdobePro, DropBox, PandaDocs, Sweet Process, Legal Tracker, Bill.com, WestLaw, PACER, WorkPerfect, Time59, Dictaphone, etc. CERTIFICATION

HIPAA for Business Associates

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