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.
• 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)

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