Summary
Overview
Work History
Education
Skills
Timeline
Generic

Amanda Santiago-Lucero

Anaheim,CA

Summary

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
Amanda Santiago-Lucero