Jacquelyn M. Friedman Email & Phone Number

Cleveland, Ohio, United States

Direct the overall financial planning and accounting of the firm. Manage the financial performance through forecasting as well as process improvements.• Oversee all financial functions: general ledger, AP, financial analysis, budgeting, billing, payroll, cash application and trust accounting• Improved financial internal controls and processes through technology improvements including electronic AP, billing dashboards and bank payment systems• Perform due diligence reviews on lateral candidates and potential acquisitions• Lead development of profitability and pricing strategies• Developed timely solutions to successfully reinvent the finance function during a turbulent time by converting the finance function from paper to electronic processes

Manage the Financial Planning and Analysis function with the firm, as well as supervise the accounting team’s financial accounting and analysis staff.• Direct the preparation of income and expense budgets, financial statements, forecasting, capital expenditures and cash flow• Manage day to day accounting operations of accounts payable, client trust disbursements, cash applications, budgeting, banking and partnership accounting• Develop accounting policies, procedures and implemented internal control processes• Supervise accounting department staff of 6 including the training of employees and planning and directing of assignments• Prepare computation of partner income percentages for Partner Compensation and responsible for coordinating the preparation of the Partner K-1 statements

Cleveland, Ohio

Experienced Senior Financial Analyst responsible for providing timely and accurate financial information to the Firm's leadership for strategic decision making purposes. Skilled in budgeting, forecasting, financial statement reporting, and operational KPI analysis, as well as other accounting activities that assist the Firm in achieving its financial goals.• Manage annual revenue, operating and capital budget process• Preparation of monthly income statements and financial reporting• Manage Month End closing process• Interpret financial results• Support and analysis of Key Performance Indicators (KPIs)• Partnership accounting including partner distribution, benefits and retired partner accounting• Lateral and Associate compensation analyses• Preparation of national law firm surveys• Developed financial models and analyses to support strategic initiatives• Ensure pension and benefits comply with regulatory agencies• Maintain internal audit controls in compliance with firm policies• Skilled in Excel, PowerPoint, Word, Power BI, Access, SQL, Elite, Aderant, ADP• Support COO, CFO and Executive Committee special projects• Excellent customer service attitude

Cleveland/Akron, Ohio Area

Assisted firm management in the development of strategies in support of the firm's business objectives. • Operational level profitability analysis• Leverage the firm's Business Intelligence (BI) software• Support alternative pricing methods• Constructed database models to develop relationships between operations and profitability