Reaksmey Pen
San Diego
Summary
Results-driven professional with over 20 years of experience in a leading international law firm. Expertise in managing Elite 3E and Elite Enterprise, including troubleshooting, system implementation, and development. Proven track record in supporting finance and administrative teams with various applications, ensuring adherence to best practices and system integrity.
Overview
21
21
years of professional experience
Work History
Senior Financial Systems Analyst
Ropes & Gray LLP
San Francisco
08.2010 - Current
- Identify, recommend, and implement best practices across all facets of the Elite system, collaborating with finance management to address system and workflow challenges and drive continuous improvement.
- Collaborate with the IT department to troubleshoot financial systems issues, recommend best business practices, and support billing coordinators in onboarding new e-billing clients. Responsibilities include configuring custom task and activity codes, managing electronic file creation, conducting system testing, and customizing e-billing configurations to meet client requirements.
- Manage financial systems security by administering and updating user access for new hires and departing employees, ensuring compliance with firm policies, and safeguarding sensitive information.
- Manage the troubleshooting and documentation of system issues and resolutions, including evaluating, designing, documenting, and prioritizing enhancement requests to improve financial system functionality.
- Collaborate with cross-functional Finance teams to assess financial system application security, identify enhancement needs, and drive process transformation initiatives.
- Serve as a subject matter expert in billing, collections, accounts payable, general ledger, and escrow systems, providing guidance and support to secretaries, attorneys, and finance staff in a multi-currency environment.
- Manage vendor relationships, including negotiating statements of work, onboarding consulting resources, processing invoices, and overseeing related administrative activities to ensure effective collaboration and service delivery.
- Assisted in upgrading billing templates from Whitehill to Elite Design Gallery, including supporting testing and implementation using XML format to ensure accuracy and functionality.
- Deliver and maintain comprehensive documentation related to the implementation and support of financial systems, including business requirements, level of effort estimates, system specifications, data mapping documents, and support and troubleshooting guides.
- Collaborate actively with business users to translate business needs into functional and system requirements, supporting business process improvements, system enhancements, and technology changes.
- Assisted with project planning in collaboration with the IT department to successfully roll out a latest version of the firm’s time and billing systems, transitioning from Elite 3.5 to Elite 3.9.
- Participate in the selection, planning, design, implementation, testing, and deployment of Elite 3E financial systems, including the integration of third-party applications and interfaces to enhance system functionality and efficiency.
- Successfully managed and completed the upgrade of financial systems from Elite 3.9 to Elite 3E, overseeing a complex 2.5-year project from planning through implementation to ensure a smooth transition and enhanced system capabilities.
- Mentor junior developers and analysts on the firm’s financial systems through a structured onboarding program, providing training, guidance, and ongoing support to facilitate their successful integration and professional development.
- Successfully led the upgrade of Intapp from on-prem to Intapp Time Cloud, including assisting with product testing to ensure seamless transition and optimal system performance.
Client Accounting Technician
Choate, Hall & Stewart LLP
Boston
03.2005 - 07.2010
- Manage the setup of new e-billing vendors for billing coordinators, oversee error resolution, and ensure successful submission of client bills by promptly correcting issues as needed.
- Designed automated cost load processes for Accounts Payable to eliminate manual data entry and developed a cost load for the Credit Load Lockbox in Accounts Receivable to streamline manual cash application procedures.
- Assist the Finance department with month-end balancing activities to ensure accurate financial data and facilitate timely month-end closing.
- Update the Working Attorney Analysis and verify data accuracy in Elite prior to distributing reports to billing attorneys following month-end close.
- Design and manage the Randy Steere Report Manager program to generate and PDF all month-end reports for billing attorneys, enabling efficient access, and printing of required reports.
- Manage Copitrak cost recovery processes, ensuring all costs are accurately recorded and reconciled daily.
- Create Elite Extend Events to support departmental reporting needs, enhancing the efficiency and accuracy of financial data analysis.
- Update reports and queues in Elite to accurately reflect the fiscal year for Partners and Associates, ensuring the department receives correct and timely information.
- Manage new projects and collaborate with vendors to ensure successful system upgrades within budget.
- Assist with Accounts Receivable processes, management of On Account funds, transfer of billing entries, and generation of pro-formas for the billing group as needed.
- Collaborate with the Collect team to acquire Target Cash and coordinate with IT resources to synchronize departmental efforts, ensuring successful project implementation.
Accounting/Billing (Temp)
Ropes & Gray LLP
Boston
10.2004 - 03.2005
- Managed clients’ accounts receivable payments and accurately applied transactions to deposit statements.
- Utilized Elite Enterprise to review invoices for payment, report outstanding balances to the collection manager, and notify attorneys of new client charges.
- Proficient in law firm software including Elite Enterprise, Crystal Reports, Word, Excel, and PowerPoint to independently manage daily operations.
Education
Bachelor of Science Degree - Information Technology
University of Massachusetts
Lowell, MA01.2015
Computer Graphic and Web Design Certificate -
Clark University
Cambridge, MA01.1999
Skills
- Intapp Time Cloud
- Elite 3E
- 3E notifications
- 3E Workspace
- Paperless Proforma
- BizTalk Integration
- MicroStrategy
- Visual Basic
- Elite Enterprise 34
- Elite Enterprise 311
- Extend Event
- Webview 54
- E-Billing Hub
- Carpe Diem
- SQL Query Analyzer
- MS Access
- Crystal Reports XI
- Randy Steere Report Manager
- Copitrak Cost Recovery
- Oracle Whitehill
- Elite Design Gallery
- Star Collect*
- Redwood Cognos
- Clarity (BI Analytics)
- SAP Business Object Web Intelligent 10
- Chrome River Emburse
- Tableau 92
- Computer Network
- Information System
- Database Programming
- Information System Analyzes and Design
- Elite Database Structure
- MS Access 2003 levels I
- MS Access 2003 levels II
- MS Access 2003 levels III
- ClarityStudio 721 (BI Analytics)
- 3E IDE
- OQL Query Analyzer
References
Available Upon Request
Timeline
Senior Financial Systems Analyst
Ropes & Gray LLP
08.2010 - Current
Client Accounting Technician
Choate, Hall & Stewart LLP
03.2005 - 07.2010
Accounting/Billing (Temp)
Ropes & Gray LLP
10.2004 - 03.2005
Bachelor of Science Degree - Information Technology
University of Massachusetts
Computer Graphic and Web Design Certificate -
Clark University