Donte Fields Email & Phone Number

Los Angeles, Ca, Us

San Francisco, Ca, Us

• Perform billing overall mechanics and back-end billing transactions such as progress billing, closing out progress bills against WIP, clearing WIP, WIP write ups/downs, etc.• Manage Billing realization for multiple CPA partners, per project.• Bookkeeping and managing 100+ annual Tax project budget’s exceeding $1.5M monthly. • Create billing recommendations concerning review of billing metrics and billing best practices.• Hold monthly billing meetings with bill managers to present billing recommendations and finalize billing decisions. • Process client pro formas timely and accurately.• Respond to and resolve customer billing/AR inquiries.• Perform month end and fiscal year end billing, and accounts receivable close reconciliations, with reporting activities.• Collaborate with Billing Operations Management to develop and improve billing processes.• Participate in developing and documenting processes, procedures, and controls.• Proactively identify and troubleshoot order management and billing issues with appropriate resources, and drive towards a solution.• Maintain accurate client data in the time & billing system.• Participate in 1 on 1 weekly and monthly billing team meetings concerning month end analysis. • Effectively communicate billing initiatives to client service staff, including partners.• Onboarding new client staff billers to billing processes and procedures.• Assist with Customer collections on an as needed basis.• Ad hoc projects as assigned.

Los Angeles, California, Us

• Process high volume of pro formas monthly including complex bills, requiring split party billing, and multiple discounts by matter for client-level bills.• Handle special fee arrangements for clients and act as liaison for billing professionals.• Strategize and implement strategic arrangements for discounts and holds for billing percentages.• Create and maintain accurate and up-to date client and billing professional specific billing instructions.• Review client and matter setup for accuracy and consistency.• Review and edit pro formas according to instructions and client billing guidelines.• Communicate effectively with billing professionals, assistants and clients to solve problems that arise during the billing process.• Assess issues raised by billing professionals and offer suggestions on process changes that address the issues.• Monitor carry forwards and write-offs.• Coordinate with Accounts Payable to ensure that all costs are captured timely.• Manage trust funds and apply to balances.• Troubleshoot with Accounts Receivable, and Collections to resolve billing issues resulting in payment concerns.• Create billing schedules and bill and payment analyses as required.• Assist with special billing projects.• Create monthly Excel AR and WIP reports for Billing professionals and clients.• Create Billing Analysis and Receivables write off reports.

Los Angeles, Ca, Us

- All aspects of drafting and finalizing client bills- Collaborate with legal secretaries, and others to ensure timely billing and collection- Generate proformas through Prolaw 2017.2- Distribute statements electronically- Request payment of pending debts- Investigate billed & unbilled cost and fees- Perform manual calculations- Prepare write-up/write-down forms and obtain approvals- Prepare bill reports, fee and disbursement summary and prepare final bill- Communicate with clients to resolve billing/collection issues and collaborate with legal secretaries on engagement letters, etc.- Maintain client billing matters- Remote Deposit of daily incoming checks- Construct Expense reports- Process Journal charges - Process Check request- Generate & Distribute Transaction and Ledger reports- Correspond with Clients & Vendors regarding AP and AR- Distribute month end checks to OP- Manage AP & AR Ques- Enter Adjustment Journal Entries for Inter-account Transfers- Transfer matter funds to compensate A/R- Document/Profile Accounting Correspondence- Administer oaths and affirmations- Take acknowledgments of deeds - Ensure all documents

Los Angeles, Ca, Us

- All Aspects of Deposition, Mediation, Arbitration, and Trial preparation - Manage and Profile sensitive client documents and evidence - Transfer inactive storage according to file maintenance guidelines and legal requirements- Profile Pleading, Correspondence and Discovery through Prolaw - Retrieve information from files in response to requests from clients, legal secretaries & Attorneys - Profile records of materials filed or removed, using Prolaw- Modify and improve filing systems, and implement new profiling systems - Perform periodic inspections of materials or files in order to ensure correct placement, legibility, and proper condition - Correspond with outside Vendors in regards to office equipment and orders- Manage OSC Que- Manage office/legal Supplies- Construct duplicates, scans and faxes in relation to case materials

- Develop strategic relationships with partners and potential customers- Assists in the development of a strong pipeline of new customers and projects in accounts through direct and indirect customer contact and prospecting- Assist with marketing, sales, and product development team - Implement business development initiatives

- Received, and managed recordings - Responded to donations - Maintain specialized databases. - Engaged in composing correspondence, researching prospective donors and preparing reports. - Maintained calendars of grant progress, due dates and reports. - Assisted with writing grant proposals, newsletters and annual reports.- Assisted in Planned fundraisers and promotional parties

Associate Of Arts (Aa), Business Administration, Management And Operations

Education record

High School Diploma, Creative Writing