Results-driven professional with solid foundation in business management. Known for effectively leading teams and driving operational improvements to achieve business objectives. Emphasizes team collaboration and adaptability to changing business needs. Skilled in strategic planning and project management, with reliable and flexible approach.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Business Manager
MESCH, CLARK and ROTHSCHILD, PC
11.2022 - Current
Company Overview: Law firm that provides first-rate legal representation to clients
Recruited to transform operations, streamline processes and minimize financial risks
Absorbed HR manager duties to eliminate a budget expense
Eliminated redundancies in general ledger in order to provide an accurate picture of income and expenses
Reconciled Operating and Trust accounts that had not be reconciled for six months and avoided a State Bar violation
Reviewed and established a plan to address the uncashed checks in both the operating and trust accounts that had not been claimed over the last decade
Brought an IRS audit to a successful conclusion with no findings
Cleaned up billing rate overrides to bring clarity to the accurate billing rate on a file and eliminated billing errors
Established accountability and a review cycle in the accounting department to ensure bills are sent to the right clients and are paid on time
Implemented monthly staff meetings to ensure firm news is shared appropriately and to afford staff the opportunity to be heard
Added a peer-to-peer acknowledgment award program
Eliminated a large risk in the conflict check process
Identified and addressed an error in the firm's income statement
Sourced a new docketing and CRM program that is more user friendly
Law firm that provides first-rate legal representation to clients
Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
Communicated with customers and vendors positively with particular attention to problem resolution.
Fostered a culture of continuous improvement by encouraging employee input on process optimization efforts.
Drafted reports and documents to improve correspondence management, schedule coordination and recordkeeping.
Implemented cost-cutting measures, resulting in substantial savings for the organization without compromising on quality or performance.
Oversaw financial operations, maintaining accurate records and ensuring compliance with industry regulations.
Negotiated contracts with suppliers and vendors, securing favorable terms for the company while maintaining strong relationships.
Managing Director/Vice President
4L-LAW FIRM ACCOUNTING
12.2010 - 11.2022
Company Overview: Outsourcing Company that manages all aspects of accounting and law firm start-ups for all types of small to medium Law Firms
Hired as Operations Manager in 2010 and promoted to Managing Director/Vice President in 2018
Grew business and profit margins, 25%+ profit margin
Grew company clientele by 48% in the time with the company
Reduced turnover of staff from 95% to 20% by developing and implementing a recruiting, hiring and employee retention program
Operated as fractional CFO for law firm clients
Global operations executive with nearly three decades of experience driving high-performing teams while eliminating risks and increasing companies' bottom lines
Budget manager of up to $200M and teams of 40 staff with 23 direct reports
Process improvement expert who streamlined law firm operations, reducing waste by 3% and saving $150K annually
Team collaboration leader adept at successfully leading cross-functional teams to strive for success by implementing practices that aid all members of the team in improving their accuracy and reducing errors
Partner to executive peers in order to drive enterprise-wide financial technology practices and integrations
Learned every aspect of running both the company as well as fiscal management of clients
Managed a staff of 18 who processed the day-to-day work of law firm operations
Responsible for cash management, general ledger, billing, accounts payable, operating and trust reconciliations, 1099s, and financial reporting for over 50 law firms
Set up all aspects of new law firms, including creating chart of accounts, pro formas, vendor negotiations, insurance broker connections
Provided training to law firm staff
Outsourcing Company that manages all aspects of accounting and law firm start-ups for all types of small to medium Law Firms
Branch Manager
CITI FINANCIAL
01.1996 - 04.2010
Promoted to positions with successively greater responsibilities, spans of control and leadership duties
Grew the Sierra Vista office to the largest branch in the Region with over $16 million in receivables
Exceeded profit goal in one year by $2 million dollars
Trained 10 new managers
Passed all company, state, and federal audits
Acted as Interim district manager as necessary
Responsible for generating business leads for the branch
Litigation Legal Assistant/Calendar Coordinator at McGivney,Kluger,Clark&Intoccia PCLitigation Legal Assistant/Calendar Coordinator at McGivney,Kluger,Clark&Intoccia PC