Candace Holcomb Email & Phone Number

Indianapolis, Indiana, United States

• Prepare, review, analyze and organize documents in connection with a wide range of sophisticated and complex corporate transactions. • Assist in and organize due diligence on transactions. • Manage clients’ corporate records and filings. • Prepare and make corporate and regulatory filings (including UCC, Form ID, Form D, Blue Sky, Section 16 filings and Hart-Scott-Rodino pre-merger filings) as well as perform legal research with regard to such filings.

Indianapolis, Indiana, United States

Presently functions in a multifaceted role, focusing on preparing legal documentation, correspondence, resolutions, agreements, and meeting minutes for a variety of diverse business organizations. Key Contributions & Accomplishments:  Prepared and formatted charter documentation (e.g., articles, bylaws, operating agreements, meeting minutes, resolutions, stock certifications, stock ledgers, and company record maintenance) for businesses such as: for-profits, non-profits, limited… Show more Presently functions in a multifaceted role, focusing on preparing legal documentation, correspondence, resolutions, agreements, and meeting minutes for a variety of diverse business organizations. Key Contributions & Accomplishments:  Prepared and formatted charter documentation (e.g., articles, bylaws, operating agreements, meeting minutes, resolutions, stock certifications, stock ledgers, and company record maintenance) for businesses such as: for-profits, non-profits, limited liability companies, and partnerships.  Performed extensive investigative research and analysis, presenting findings and recommendations to executive leadership.  Meticulously prepared deeds, promissory notes, contracts (i.e., lease or rental agreements), closing documents, business filings, and audit response letters. Demonstrated knowledge and expertise in legal documentation and transcription by proficiently transcribing dictation, type from handwritten/other drafts, while complying with the firm standards in form, accuracy, neatness, and speed. Show less

Indianapolis, Indiana, United States

REVENUE CYCLES ASSOCIATE – Financial & Legal Delivered customer-facing services across the Revenue Cycle System Service spectrum. In an administrative, financial, and legal capacity, assisted in registration, insurance verification, prior-authorization, financial counseling, individual financial solution, processing/documenting releases of information, and providing superior customer service. ASSISTANT, PRACTICE OPERATIONS – Financial & Legal As the Practice & Staff Liaison… Show more REVENUE CYCLES ASSOCIATE – Financial & Legal Delivered customer-facing services across the Revenue Cycle System Service spectrum. In an administrative, financial, and legal capacity, assisted in registration, insurance verification, prior-authorization, financial counseling, individual financial solution, processing/documenting releases of information, and providing superior customer service. ASSISTANT, PRACTICE OPERATIONS – Financial & Legal As the Practice & Staff Liaison, communicated effectively across multiple departments, which ensured a streamlined communication flow and bridged the gap between scheduling and overall compliance adherence procedures. Show less

Carmel, Indiana

Led efforts as a Supervisory Paralegal charged with budgeting/budget management, performance/personnel management, and KPI reporting/processes. Key Contributions & Accomplishments:  Drafted and implemented training/learning & development programs for paralegals, which boosted on-going training and progression efforts across all business levels. Demonstrated exceptional interpersonal communication, collaboration, and leadership skills by partnering effectively across multiple… Show more Led efforts as a Supervisory Paralegal charged with budgeting/budget management, performance/personnel management, and KPI reporting/processes. Key Contributions & Accomplishments:  Drafted and implemented training/learning & development programs for paralegals, which boosted on-going training and progression efforts across all business levels. Demonstrated exceptional interpersonal communication, collaboration, and leadership skills by partnering effectively across multiple departments, vendors, clients, legal attorneys, outside counsel, the Attorney General (and AG office members), the IRS, and numerous other government-led agencies. Audited adherence, compliance, reporting, and paralegal reporting thresholds, which facilitated a solid labor-friendly department.  Utilized a plethora of subpoena database and legal/investigative-aligned software programs such as: Watson, CCO, CVO and Sharepoint. Routinely ensured that all litigation was perfected in accordance with local, state, federal, and corporate regulations; gathered relevant information and business records, performed confidentiality checks, and met tight deadlines under intense pressure. Show less

Indianapolis, Indiana, United States

Directed implementation of recent legislation and pension software for a quasi-state agency. Performed extensive research, investigation, and analysis on data and project plans. Directed project teams from inception to launch, while ensuring that all projects were completed on-time, within-budget, and according to all project deliverables. Prepared RFP’s for state initiatives and directed 3rd party vendor processes through contract execution.

Indianapolis, Indiana, United States

Held accountable for full-cycle project oversight from proposal to submission, with budgets of $7M+, while functioning as a Senior-level Financial Analyst. Meticulously evaluated actual costs against approved business plans, providing data-driven reports to executive leadership, which enabled them to make accurate and informed business decisions. Performed expansive analysis across historical data and business analytics, project costs and costs analyses, and capital/equity infusion data to… Show more Held accountable for full-cycle project oversight from proposal to submission, with budgets of $7M+, while functioning as a Senior-level Financial Analyst. Meticulously evaluated actual costs against approved business plans, providing data-driven reports to executive leadership, which enabled them to make accurate and informed business decisions. Performed expansive analysis across historical data and business analytics, project costs and costs analyses, and capital/equity infusion data to prepare proformas for executive management, leading to the identification of valid return on investment (ROI) options. Show less

Indianapolis, Indiana, United States

FINANCIAL ANALYST II Prepared, monitored, and updated cost, income, budgetary analysis for Property Management & Development initiatives. Key Contributions & Accomplishments:  Demonstrated financial and investigative analysis expertise by profiling historical data, projected ancillary costs, and sales trends. Directed proforma and project approval submissions to identify – and present – ROI opportunities, which greatly increased business growth, cost-reduction, and… Show more FINANCIAL ANALYST II Prepared, monitored, and updated cost, income, budgetary analysis for Property Management & Development initiatives. Key Contributions & Accomplishments:  Demonstrated financial and investigative analysis expertise by profiling historical data, projected ancillary costs, and sales trends. Directed proforma and project approval submissions to identify – and present – ROI opportunities, which greatly increased business growth, cost-reduction, and revenue-generation.SENIOR PARALEGALAs the Lead Paralegal Liaison, aggressively resolved, maintained, and reconciled legal accounts, presenting the company's best possible financial solution on all delinquent accounts. Key Contributions & Accomplishments:  Proficiently managed internal and external groups, including outside litigation counsel, streamlining the flow of communication across all business levels. Drafted legal documentation, including lease amendments, promissory notes, lease cancellation agreements, and tenant disputes. Proactively investigated, discovered, researched, and performed extensive legal research in financial gain, while preventing financial loss. Show less

Indianapolis, Indiana, United States

¨ Assisted attorney from beginning to end for the sale or transfer of real estate. ¨ Ordered and thoroughly reviewed title work, legal description, and surveys. ¨ Coordinated loan documentation process by working with lenders and other parties to ensure that all necessary and appropriate loan documents were prepared. ¨ Initiated requests for and reviewed entity papers, good standing certificates, legal name verifications, UCC searches, flood certifications, and title work. ¨… Show more ¨ Assisted attorney from beginning to end for the sale or transfer of real estate. ¨ Ordered and thoroughly reviewed title work, legal description, and surveys. ¨ Coordinated loan documentation process by working with lenders and other parties to ensure that all necessary and appropriate loan documents were prepared. ¨ Initiated requests for and reviewed entity papers, good standing certificates, legal name verifications, UCC searches, flood certifications, and title work. ¨ Reviewed new and renewed loan packages prepared by documentation staff. ¨ Provided general customer and lender assistance. Show less

Indianapolis, Indiana, United States

Subject Matter Expert (SME) and Transactions Paralegal tasked with creating and maintaining client corporate files, from formation to financing. Legal liaison charged with collecting, reviewing and compiling corporate information throughout transaction(s) at hand.

Mba

B.S., Business Administration