Key Achievements:• Developed comprehensive onboarding processes to build rapport and gain a deep understanding of clients’ unique financial needs, preferences, and business operations, implementing customized strategies to ensure long-term client retention and smooth transitions.• Managed accounting functions for 7+ clients simultaneously, overseeing accounts payable/receivable, payroll, and invoices with a meticulous approach—ensuring 100% accuracy in journal entries and general ledger (GL) reconciliations.• Identified and resolved financial discrepancies through detailed audits and reconciliations, leading to a 30% reduction in errors and significantly mitigating organizational risks and financial losses.• Produced in-depth financial reports and conducted data analysis to inform budgeting, forecasting, and continuous improvements, providing clients with actionable insights to enhance strategic planning and decision-making.• Strengthened financial controls for 5+ clients by implementing innovative accounting processes and internal controls, enabling strategic leverage for securing grants, awards, and loans.• Maintained a strong understanding of registration and compliance requirements, ensuring timely renewals and keeping accurate records.• Oversaw contract management for clients, including transaction recording, invoice generation, and managing change orders with attention to detail and precision.

Key Achievements:• Managed transaction processing and reconciled bank statements, trust accounts, 401K, and credit card statements for 3 attorneys generating $6M+ in annual revenue, ensuring compliance with GAAP and government accounting standards.• Prepared and analyzed month-end financial reports, including balance sheets, cash flow statements, and P&L reports for stakeholders, improving financial decision-making and increasing financial health by 70% during my tenure.• Optimized accounts payable (A/P) and accounts receivable (A/R) workflows, reducing processing times by 6 hours and minimizing errors to under 2%.• Resolved escalated client and vendor issues, including delinquencies, successfully reducing annual financial losses by $50K.• Led the seamless integration of Law Pay, Clio, and QuickBooks, enhancing financial system efficiency and streamlining operations for the legal team.

Key Achievements:• Managed purchasing operations for 16 locations, building and maintaining strong vendor relationships, resulting in improved service levels and a significant increase in on-time deliveries.• Reviewed and approved purchase orders, requisitions, bids, and invoices for accuracy, working closely with accounts payable (AP) teams to resolve discrepancies efficiently.• Monitored contracts to mitigate risks, successfully negotiating pricing with key vendors and suppliers, achieving 3% annual cost savings.

Key Achievements:• Managed daily accounting operations for 5 medical practice locations, including petty cash audits, replenishments, and ensuring accurate financial records.• Handled contract management, streamlining agreements and maintaining compliance for efficient practice operations.• Resolved billing discrepancies and managed returned items, ensuring accurate financial tracking and timely Dropbox deposits.• Coordinated physician and physician assistant credentialing processes, maintaining compliance with regulatory standards.• Processed expense reimbursements, ensuring timely and accurate compensation for practice-related expenditures.