Joshua Lance Email & Phone Number

Kansas City, Mo, Us

Kansas City, Missouri, United States

Kansas City, Missouri Area

Kansas City, Missouri Area

•Oversee and direct all general accounting functions including financial reporting, general ledger and accounts payable.•Review and summarize the firms financial forecast, financial position, expenses and earnings. Responsible for managing cash flows and preforming cash management. Conduct routine meetings with CFO and Chief Strategy Office to review and explain current cash position. •Reviews checks and wire/ACH schedules against invoices to verify accuracy in amount and proper coding. Signs checks and authorizes electronic bank payments. Oversee employee reimbursements. •Retained all Manager of Financial Reporting & Analysis job duties.

Kansas City, Missouri Area

• Plans and supervises the work of finance department staff. Interview and hire new employees, provide training and direction, prioritize work and review final work product. Prepare and deliver annual reviews, set annual goals, salary and merit bonuses. • Oversee the annual revenue, expense and compensation budget process. Meet with department heads and office managers to collect revenue assumptions & expense details; present the budgeted P&L • Oversee the annual compensation process for Equity Partners, Non-Equity Partners, Associates, Counsel and all Staff. Prepare/review schedules of key statistics for distribution to relevant parties (Points Committee, Management Committee, Executive Committee, Department heads).• Coordinate preparation of numerous legal industry surveys including Citibank, Wells Fargo, Hoffman Alary, AmLaw, PWC, Working Mothers, Law 360, and NALP, as well as numerous client surveys related to pro bono efforts, diversity, inclusion, women’s initiatives, staffing, leverage and billing & payment history. • Lead the firms financial reporting department, which is responsible for timely, accurate and meaningful preparation of ad hoc and routine monthly, quarterly and annual reporting for the Executive Committee, Partners and Department heads. • Prepare monthly PowerPoint slides of financial highlights which are presented to the firms Executive Committee and Chief Officers. Also prepare slides for annual partnership retreat.• Prepare reports for Partner Candidate Committee to evaluate Associates on Non-Equity Partner candidate track, and Non-Equity Partners on Equity Partner candidate track. • Manage the Finance Project Manager – oversee all finance related projects including system upgrades (Aderant, Chrome River, eBilling Hub, ARCS, dashboard) and new software implementations (budgeting, expense management and new business intake). Ensure attorney and staff training and reference guides are completed in proper order.

Liberty, Mo

•Count and loan registers, reconcile end of day register counts and prepare cash and check bank deposit for main grocery store, two Caribou Coffee stores and gas station.•Reconcile end of day register totals, coupon totals, employee purchases, gift card sales and inventory, money order sales, KC Royals ticket sales, Hy-Vee charge account card purchases, postage and stamps inventory, Lottery sales and inventory, utility payments, Western Union transactions and Coinstar transactions.•Prepare payroll, edit unpaired time clock punches, and create report of total day and week’s hours for store director and department managers.•Oversee employee liquor license compliance in accordance with state and local law.•Order and purchase office supplies.

Liberty, Mo

•Work with team of 6 to 9 assistant managers in support of 6 store managers/directors in a location of 300+ employees. •Manage the store checkout lanes to ensure customers have minimal wait times; call on department staff employees to assist at checkout lanes as needed; coordinate checkers and sackers locations, job duties, breaks and beginning and ending shift times.•Manage the grocery backroom inventory of ad items; insure ad items are stocked at all times; supervise stockers job duties; determine logistics of daily merchandise deliveries.•Supervise and coordinate employee work activities in all areas of store. •Train employees in store policies, procedures and job duties. •Assist in any department storewide as needed. •Order merchandise, determine location of displays and build displays. •Order and manage inventory of all store supplies, cleaners, chemicals, paper products and bags.

Kansas City, Mo

•Test accounting software applications and business processes with a focus on standardizing operating procedures in compliance with accounting standards; review of test plans and test software functionality.•Assist Manager of Financial Systems in numerous financial software platform upgrades; work with Learning & Development in documenting standard operating procedures for end users.•Work with division administrators to develop and understand expense authority delegations, expense approval and expense routing requirements.•Serve as liaison between accounting department and external business users of accounting software and technology. Answer incoming help desk questions related to accounting software and provide desk side support when needed.•Provide support to project management team for new software implementation.

Kansas City, Mo

•Prepare numerous monthly financial reports, and analyze budget vs. actual expenses.•Manage the firm’s expense budget; work with department managers, city office administrators and budget holders to ensure budget is accurate, timely and reasonable; analyze historical expense trends; create budget worksheets in Excel and upload budget into reporting software program; track budget changes and keep senior management informed of changes; present entire firm budget to CFO, COO and Executive Committee members.•Support all domestic office administrators in capital and expense purchases, general ledger coding, financial reporting, budget requests, local checking accounts and fixed asset management.•Assist senior and international accountants in yearly audit, tax preparation and international offices accounting needs.•Manage firm wide charitable contributions for tax related purposes.•Work with accounts payable staff and supervisor to ensure proper general ledger coding and entry of expenses.•Work with payroll department to enter journal entries and reconcile employee insurance accounts.•Complete monthly reconciliations of general ledger accounts, balance sheet accounts, bank and trust accounts.•Serve as firm’s assistant purchasing agent - source items, complete purchase order requests, work with approved vendors and order/purchase items for all firm departments.•Work with firm’s fixed asset accountant to conduct fixed asset inventory of multiple domestic office locations.•Work with senior management and outside consultants during numerous software implementations and upgrades – create workflows and test new software prior to full-scale upgrades.•Serve as consultant to Manager of Financial Planning & Analysis, Manager of Billing & Collections and CFO in regards to billing and collections best practices, create and document reporting processes and procedures, and work with billing staff to calendar timeline of billing and collections deadlines.

Kansas City, Mo

•Work with attorneys, paralegals, and administrative staff to ensure bills are completed and sent to clients in a timely manner in accordance to client billing guidelines.•Generate and send electronic invoices (ebilling) through multiple vendors with varying standards and guidelines.•Apply payments to invoices and monitor accounts receivable.•Enter new clients and matters into accounting system; oversee addition of approved timekeepers to matters.•Assist partners and finance department during client contract negotiations. •Create and maintain manual on billing process and procedures.