Dynamic financial operations leader with extensive experience at Mortenson Taggart Adams LLP, adept in legal e-billing and compliance. Proven track record in enhancing cash flow and streamlining processes through innovative solutions. Detail-oriented with strong problem-solving abilities, fostering cross-functional collaboration to resolve complex billing issues effectively.
Overview
8
8
years of professional experience
Work History
Director of Financial Operations
Mortenson Taggart Adams LLP
03.2021 - Current
Accounting:
Serve as a member of the Executive Team contributing to planning, development, and overall functioning of the firm.
Manage and perform day-to-day accounting operations, including all general ledger, accounts payable, accounts receivable, payroll and equity-based compensation functions.
Lead the month-end close process, including preparation of financial statements, ensuring accuracy and compliance with GAAP.
Payroll:
Process payrolls for all hourly and salary US employees on a bi-monthly and quarterly basis using iSolved HCM payroll system.
Process all off-cycle payrolls for 401k and profit-sharing transactions and termination events timely and accurately.
Oversight of bi-monthly timekeeping, including weekly monitoring and resolution of timekeeping errors, ensuring employee submission and manager approvals.
Human Resources:
Assisting in the hiring process (alongside hiring managers and/or external recruiters) including helping write job descriptions, scheduling interviews, and sending offers.
Managing the full employee lifecycle including onboarding, employee engagement and retention, and offboarding.
Manage employee benefits, including annual open enrollment and leave administration.
Help resolve any workplace conflicts or performance issues.
Maintain compliance with federal, state, and local employment laws and regulations, and recommend best practices; review policies and practices to maintain company compliance.
Billing Manager
Stradling Yocca Carlson & Rauth
05.2017 - 09.2023
Reviewed billing problems, researched issues, and resolved concerns.
Manage complex billing requirements.
Trained and mentored staff on procedures, compliance requirements, and collections techniques.
Collaborated with cross-functional teams to resolve billing-related issues swiftly, minimizing negative impacts on overall operations.
Implemented policies that improved accounts receivable collections, resulting in reduced outstanding balances and increased cash flow.
Increased efficiency in billing processes by implementing new software and automating routine tasks.
Developed comprehensive training materials for new hires to quickly acclimate them to company procedures and software systems.
Enhanced customer service, resolving billing disputes swiftly and maintaining positive relationships with clients.
Education
Bachelor of Arts - Accounting And Finance
University of La Verne
La Verne, CA
05-2019
Skills
Legal e-Billing Experience with LEDES files (Clio, Elite, Aderrant)
Legal Billing Portals, such as Legal Tracker, Collaborati, Collaboration, TyMetrix, CounselLink, and many others
MS Office 365 with advance experience in Excel
Detailed Orientated with matched problem-solving and organizational skills
Multitasking Abilities
Timeline
Director of Financial Operations
Mortenson Taggart Adams LLP
03.2021 - Current
Billing Manager
Stradling Yocca Carlson & Rauth
05.2017 - 09.2023
Bachelor of Arts - Accounting And Finance
University of La Verne
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