Ivan Orlic Email & Phone Number

New York, Ny, Us

New York City Metropolitan Area

New York, United States

One Bryant Park, New York, Ny 10036

• Responsible for directing finance and accounting for this $1.4 billion global AmLaw 50 firm. Manage a team of nine directors responsible for Billing & Collections, General Ledger, Financial Reporting, Planning & Analysis, Tax, Partner Accounting, Accounts Payable, and Financial Systems.• Joining at the start of the pandemic, the initial focus was on managing uncertainty; this included transitioning the whole team (about 100) to a fully remote environment and shifting paper-based processes to electronic-based solutions practically overnight; as well as, increasing the frequency of reporting KPIs, updating scenario analyses and adopting cash preservation tactics.• Conducted an operations assessment while remote, which disclosed a knowledgeable and motivated staff and solid business processes that compensated for limited investment in better tools and technology. The assessment initiated a series of upgrades to existing modules and replaced a manually intensive budgeting tool with a modern planning and reporting solution (Oracle), and resulted a new time entry tool (iTimekeep). These changes became the foundation for a continuous improvement culture that continues to deliver greater efficiency across the firm, enhanced reporting to firm leadership and a refreshed monthly Management Discussion & Analysis (MD&A) that is shared with all partners.• Implemented a finance-wide Upskilling program (ProEdge) that began by partnering with HR to define career paths within finance and included working with directors to create core curricula that enables staff to develop skills needed for promotion and are required for the future of work (including RPA, ML and genAI).• Led a multi-departmental effort to replace the existing partner-facing dashboard with Big Square; oversaw implementation of a vendor on-boarding solution (Aravo) to enhance efficiency and reduce risk.• Serve as executive sponsor of the Women’s Firm Resource Group and stakeholder in our ESG initiative.

New York

• Led a major transformation effort to modernize the proprietary financial systems of this global top-ten AmLaw firm with over $1.7 billion in annual revenue. The three-year initiative retired multiple legacy systems while transitioning to new commercial software that delivered impactful end-to-end accounting, reporting and more.• Managed a team of directors responsible for Client Accounting (Billing & Collections), Controller’s Group, Accounts Payable, Financial Planning & Analysis, Practice Analysis, and Financial Systems; total finance and accounting organization included more than 70 individuals staffed in the Americas, Europe, and Asia.Enticed by the opportunity to lead transformative change centered on financial operations, this multi-year, multi-phase project incorporated business requirements across the enterprise, including Conflicts, Business Development, General Counsel’s Office, Attorney Recruiting, Professional Development, Human Resources, and Technology. The final configuration included Aderant as the core accounting, time-entry, billing, invoice, and expense reimbursement system; Oracle for budgeting, firm-wide reporting and analysis; and Big Square to deliver dynamic partner dashboards. During implementation the scope expanded to include a significant rework of the client on-boarding process and a new engagement letter process. Each system required configuration and customization; while the long-tenured finance staff had a great deal of institutional knowledge they required coaching to deliver on an undertaking of this magnitude.

Greater New York City Area

• Directed finance and accounting for this global AmLaw 100 firm with $370 million in annual collections.• Responsibly included management of Client Accounting, Controller’s Group, Accounts Payable, Financial Planning & Analysis, Pricing and Practice Analysis, Tax and Partner Accounting, and Payroll; most teams were located at the firm’s service center in Tallahassee, Florida.• Performed impact assessments for potential combinations and coordinated due diligence for a merger with Arnold & Porter.• Assessed the Firm’s planning process and facilitated the implementation of a new planning system which resulted in greater accountability and improved transparency, while aligning the planning process with strategic goals and Firm standards.Targeted improving financial controls and operational efficiency as a primary goal upon an initial assessment; focused on aligning the Firm’s strategic and operational goals with reporting and decision support by implementing a planning and reporting platform for deeper analysis (Oracle) and a new partner-facing dashboard to deliver direct insight (Big Square); presented financial and performance metrics to senior leadership and the general partnership. These actions were also part of the preparation process for an eventual merger.

Greater New York City Area

New York, Ny

• Oversaw all aspects of Planning & Analysis (P&A) for this $2.5 billion global law firm with over $1 billion in budgeted annual expenses. The annual planning process incorporated world-wide feedback from over 100 managers, while P&A staff budgeted firm-wide revenue and professional operating expenses. On a monthly basis, P&A communicated operating results (financial and key performance metrics) via interactive dashboards and traditional reports.• Provided reporting and administrative oversight for the Firm’s annual partners’ compensation process and support to the partners’ compensation committee; oversaw the development of a proprietary partner compensation system.• Prepared senior-level presentations, including the annual State of the Firm; presented the Firm’s annual budget to the Financial Oversight and Audit Committee, and coordinated various industry survey submissions.• Collaborated with other departments and conducted in-depth operational reviews focusing on efficiency, controls, effectiveness, and potential for greater synergy.• Created, reviewed and modified revenue, expense, cash flow and headcount models used to develop accrual and cash basis budgets and perform “what-if” scenario analyses.• Transitioned reporting from disparate systems to a single reporting source, which guided the development of management dashboards, automated the monthly reporting process, and enhanced analysts’ abilities to perform ad hoc analyses.• Coordinated the development of performance dashboards highlighting firm utilization, collections, staffing, and expenses.

New York, Ny

• Oversaw all financial and administrative aspects for 13 Treasury departments spanning six countries and four global regions.• Managed the budget, allocation and headcount planning processes as well as performed monthly expense review; updated forecasts based on business trends and developments. Automated the reporting process for greater efficiency.• Designed innovative allocations methodology that combined time-spent data with volume metrics.• Collaborated with local managers to prepare annual business plans for both global and regional reporting.• Maintained, reported and analyzed business metrics, as well as tracked progress toward business plan goals.• Provided project management and prepared detailed financial/operational impact analyses on regional and global initiatives.

New York, Ny

• Managed an analyst team and an Accounts Payable group that provided financial support to the Document Services Division.• Coordinated and managed the annual budgeting process for the division (over 60 individual departments) as well as budgeting certain firm-wide expenses. Responsible for quarterly forecast updates.• Supervised month-end closing process for departments within the division and certain firm-wide accounts.• Responsible for variance reporting for multiple levels of upper management. Greatly enhanced and automated the reporting process which allowed for more in-depth analysis.• Prepared and presented financial and operational impact analyses focused on reducing costs and increasing efficiency.• Maintained close relationship with corporate Controllers regarding firm-wide expenses for particular accounts.

Long Island City, Ny

• Responsible for all financial facets of this mid-sized contracting company whose revenues expanded from $2M to $15M.• Directly managed working capital while overseeing A/R and A/P; directly responsible for G/L and payroll.• Responsible for month-end close, and preparation of financial and job costing statements.• Reported directly to the president and owners while managing an office staff of seven.• Negotiated transfer of all corporate bank accounts (including employee 401(k) and profit-sharing plan assets) while establishing the corporation’s first line of credit.• Implemented new accounting software and procedures and worked closely with independent accountants.

Hempstead, Ny

• Documented and evaluated internal controls and procedures for the University’s Auxiliary Enterprises.• Worked closely with management to implement additional controls over operations (e.g., cash, sales transactions, receiving, inventory, security, and accounting controls were enhanced) and ensured compliance with consultant recommendations.• Compared and analyzed outside vendor proposals, performed due diligence and made recommendations for bookstore and food services operations.• Compiled and prepared special reports and performed analysis on University investment accounts, legal expenses, tuition/scholarships and dormitories.• Reviewed existing and new contracts impacting Auxiliary Enterprises.• Assisted with the physical inventory used to prepare fiscal year-end statements.• Performed monthly reconciliation for numerous G/L accounts and prepared adjusting journal entries.

New York, Ny

• Prepared Audit Planning Memoranda.• Defined and assessed business, legal and asset risks; determined audit boundaries and scope.• Documented and evaluated internal controls over various banking functions.• Prepared and performed compliance and substantive tests and followed up with an audit report.

Master Of Business Administration (M.B.A.), Banking And Finance

Bachelor Of Business Administration (B.B.A.), Accounting (English Minor)