JOEY BRIANNA LAGUNA
Los Angeles
Summary
Detail-oriented and bilingual (Spanish) accounting professional with 8+ years of experience in law firm, banking, and financial service environments. Strong background in billing, accounts receivable, client financial data, and discrepancy resolution. Skilled in collaborating with attorneys, legal assistants, and clients to ensure accurate and timely invoicing. Experienced in maintaining audit-ready records, analyzing financial data, and supporting high-volume billing operations. Seeking to contribute strong analytical, communication, and organizational skills to a Client Billing Coordinator role.
Overview
12
12
years of professional experience
Work History
Accounts Receivable Clerk
O’Melveny & Myers LLP
09.2022 - Current
- Manage full-cycle billing and receivables processes for high-volume corporate and litigation clients.
- Review, reconciled, and maintained client financial records ensuring accuracy of invoices, payments, and adjustments.
- Investigate and resolved billing discrepancies; communicated directly with attorneys, paralegals, and clients.
- Coordinate with finance staff to complete month-end billings, balance sheet reconciliations, and audit documentation.
- Ensure compliance with firm policies, retention guidelines, and client billing requirements.
- Improve workflow efficiency through enhanced tracking and documentation.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Responded to inbound inquiries regarding accounts and payments.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
Financial Services Representative
First Entertainment Credit Union
06.2021 - 08.2022
- Handled digital client support and escalations via multiple banking platforms.
- Processed loan requests, new accounts, and transactions with high accuracy.
- Provided financial guidance and assisted members via Teams.
Intake Specialist
Wilshire Law Firm
12.2020 - 06.2021
- Spoke with potential clients to gather case information and determine viability.
- Updated the firm’s database, scheduled meetings, and tracked follow-ups.
- Built strong rapport with clients while maintaining confidentiality.
Contact Center Agent
First City Credit Union
09.2019 - 11.2020
- Processed calls handling payments, transfers, and disputes via Symitar.
- Assisted members with online banking and loan applications.
Customer Service Rep / Branch Specialist
MUFG Union Bank
01.2014 - 01.2018
- Processed high-volume transactions, wire transfers, and fraud cases.
- Supported teller operations and provided exceptional client service.
Education
Associate of Arts - Business Administration
East Los Angeles College
Monterey Park, CAHigh School Diploma - undefined
Eagle Rock High School
01.2012
Skills
- Legal billing processes
- Accounts receivable & payment reconciliation
- Attorney & client communication
- Electronic billing platforms
- Financial data accuracy & audit readiness
- 3E, MS Excel, MS Word, Digital Insight, Symitar, Teams
- Team collaboration
- Bilingual Spanish–English
- Fraud detection, onboarding & training
- Cash application
- Problem-solving
- Invoice processing
- Financial reporting
Timeline
Accounts Receivable Clerk
O’Melveny & Myers LLP
09.2022 - Current
Financial Services Representative
First Entertainment Credit Union
06.2021 - 08.2022
Intake Specialist
Wilshire Law Firm
12.2020 - 06.2021
Contact Center Agent
First City Credit Union
09.2019 - 11.2020
Customer Service Rep / Branch Specialist
MUFG Union Bank
01.2014 - 01.2018
High School Diploma - undefined
Eagle Rock High School
Associate of Arts - Business Administration
East Los Angeles College