Alison Duncan Email & Phone Number

Omaha, Ne, Us

Omaha, Ne

*Maintain and process transactions for various trust accounts *Complete daily and monthly reconciliation of various bank accounts*Record various journal entries and prepare month-end reconciliations*Prepare and distribute monthly and weekly reports including financial statements*Complete research and data analysis for internal and external requests*Execute month-end closing procedures in the accounting system*Enter new employee information into accounting system and set-up new employees in time keeping system*Assist in preparation of annual budgets*Assist with fixed asset records including additions, disposals, transfers and depreciation

*Prepare, review and send client invoices electronically or by paper for over 75 attorneys*Ensure that invoices comply with client billing guidelines and resolve any errors prior to invoicing and resolve rejections and appeals for electronic billing clients*Facilitate swift payment of invoices due to the organization by sending reminder bills for outstanding accounts.*Process account payments in compliance with financial policies and procedures*Generate financial reports detailing accounts receivable and work in progress status for various clients on a monthly basis.*Generate and assist with RFP requests from various clients.*Preform daily update of new client information.

Omaha, Ne

* Maintain filing records for six attorneys* Print and file engagements, correspondence and various other legal documents* Print file labels and prepare file jackets for attorneys* Miscellaneous office duties, including: answering phones, copying, scanning, printing labels and envelopes* Miscellaneous projects, including: organization of volumnious old records incorrectly file, clean-up and determination of retention of files

Greater Omaha Area

* Enter product orders and information into York electronic tracking system* Scan and attach files on-line* Prepare contract letters* Miscellaneous office duties, including: answering phones, filing, printing labels and envelopes

*Cash handling, receiving cash and check deposits*Receiving and entering loan payments*Open and close client accounts*Various additional duties, including: opening and closing of branch office, answer client inquires via phone, reconcile cash drawer throughout the day, complete online training and classes

Bachelor Of Business Administration (Bba), Business Administration And Management, General

Education record

Activities and Societies: Student Council Vice President 2003-2004 Student Council Representative 2001-2003 National Honor Society 2002-2004