Nancy Nelson Email & Phone Number

Fort Lauderdale, Fl, Us

Full-service litigation law firm specializing in Mass Tort executing leaders’ vision to increase Mass Tort practice. Moved entire firm to fully remote workforce, migrated programs to web-based platforms. Restructured firmwide increasing staff by 60% on all levels. Responsible for recruiting, attracting highly skilled personnel for multiple levels for total 45 FTE. Developed new onboarding process with training agenda and to meet team members. Created new annual performance review process involving self-assessments to learn more about staff.Developed streamlined plan for handling case acquisitions for high volume campaigns in remote environment over multiple litigations increasing firm’s collateral based on top 5 to 7 torts utilizing new streamlined technology omitting using email reducing risks, introducing project management with analytical thinking to skilled paralegals to manage inventory over 15k cases. Contact for setting up new campaigns with referrals, co-counsel and case acquisition firms. Overseeing all operations, contracts, systems, financials, recruiting, human resources and staff issues, Setup Teams for monitoring tasks and SharePoint sites for each litigation for a more organized and centralized location for storing documents, processes, recordings, with an emphasis on building collaborative and productive work environment that fosters employee development while increasing firm’s position in mass tort arena. Increased case management templates for more accurate reporting, mapping fields for integrating vendors for medical records & case acquisition. Manage firm's annual operational budget, projecting case filings annually, PSC fees, transition fees for state and federal cases. Created new onboarding process for remote workforce with training agenda to get acquainted with team members. Leadership qualities include communication, accountability, motivation, emotional intelligence, innovative, problem solving, integrity and confidence.

Identifying weaknesses, utilizing technology to improve processes ensuring business continuity in a high competitive and challenging industry while overseeing the day to day operations, financials, and personnel for 3 locations. • Executive team member involved in strategic planning, goal setting, budgeting and operations. • Key Performance - Responsible for leading finance, operations, accounting, human resources and information technology in support of a 45 team member law firm. Revised profitability reports; reclassify GL ledger for accurate reporting, identify/eliminate waste; create cash reserve account and monthly budget.New onboarding/training program; redesign non-exempt roles/workflow for better utilization, initiate with to align with long term goals. Improved employee relations creating a more positive empathic culture for a more professional environment with work/life balance options.Leadership – Team building exercises using DISC profiles. New onboarding process with training agendas reducing turnover, develop cross training to cover high volume times with positive results.Improvements - Create roadmap for long term goals for upgrading technology; customize Time Matters with automated workflows; accurate reporting for tracking and measuring data. Plan to transition to new customized phone system for 3 offices with volume reporting; discovered $10k overbilling with current provider, saving the firm 15k per year with $5k incentives with new. Create documentation and training program for end users.• Negotiate/transition new local IT vendor contract, saving the firm $27k annually; new ISP contract for 3 locations reducing monthly expense of $1k; implement failover for business continuity with new SD-WAN solution; upgrade firewall increasing security with monthly testing to avoid possible hacking.• Technology - Migrate firm data from internal server to cloud creating Disaster Recovery Plan and Business Continuity. Savings annually over $50k

Cincinnati, Oh, Us

• Provide advanced support for Mechanical Services division’s 17 operating companies on existing and transitioning to new system post implementations ; troubleshooting, upgrade testing and documentation primarily but not limited to COINS• Diagnose issues reported by end-users for 17 operating companies and finds root cause and solutions, record findings in the Help Desk ticket tracking software, assist with end of year federal and state reporting.• Develop plan for updating, authoring procedures to solve business problems, update training materials for preparing and completing of project implementations. • Following up with internal customers, support team, and software vendor (s) for problem-solving, testing, and implementations. • Communicate effectively with end users the needs, encouraging learning; problem solving. • Travel as required in support of the operating companies in order to gain a more intimate knowledge of business operations, assist in software implementations, and train end users. Setup new database; train HR/Payroll end users on new system prior to Go Live, support post Go Live.• Achievement - Strategic plan with CFO; create needed housing for “How To” documentation for training users prior/during implementation, provide sample reports for identifying data for financial, inventory and asset purposes, including Release Notes and Mobile for informing operating companies. Phase II – creating customized dashboards for CFO’s to fully monitor financials, billings, WIP and projects in Real-Time. Develop training programs for end users individually/group; apply monthly blasts for TIPS to end users; create new CFO forum for gathering suggestions and work around solutions post implementation.• Achievement - Negotiated new corporate rate for EMCOR team and consultants for corporate housing when traveling to operating companies for implementations, including daily hot breakfast buffet and dinner - saving EMCOR over $100k annually.

Chicago, Illinois, Us

• Financial: Oversee operations for firm & MP's personal financials; 2 commercial investment properties. Legal Project Manager for flat fee billing and scopes. • IT: Negotiate new IT vendor contract, transition. Analyze, develop plan for implementing new voice recognition for heavy dictation saving time; resources & expense management & document management software; create new Disaster Recovery Plan, cost benefit analysis. • Human Resources: Develop new Associate Development plan, monitor associates/interns/staff’s day to day workload. Implement new cross training plan. Cost benefit savings; benefits administrator, motivator and mediator. • Facilities: Analysis for TI allowance; contact for overseeing MP’s personal investments, commercial properties, distributions.• Operations: Risk Management; renegotiate vendor contracts, reduced health plan by 50%, quality control with a focus on profitability and streamlining processes.• Website: update website, SEO, RFP, negotiate contract to new platform, linking marketing events.

New York, Ny, Us

Key Performance - responsible for leading the finance, operations, accounting, human resources and technology, and marketing for national law firm overseeing the Midwest area offices. Collaborate with other offices, COO, CFO & MP strategic planning for short and long term goals. Prepare and manage office revenue, budgets and business reports including data compilation, analysis and reconciliation. Finalized month end billing, familiar with E-billing platforms and guidelines.Lead, mentor and manage the support team including disciplinary, performance management, establish goals and team development. Organize firm events, develop marketing plans for attorney professional development, seminars within budget.• Strong leadership, Lean Legal Sigma and Project Management, organizational and analytical skills.• Strategic awareness for cost analysis and planning abilities to implement new technology, increase productivity and profitability.• Strong project management skills with ability to leverage technology and others in order to complete projectsExcellent interpersonal and communication skills at all levels of the organization, with attorneys and outside service providers; a team leader and builder with a motivational management style

Us

Manage the day to day operations, financials, Legal Billing, HR, IT and facilities. Full cycle revenue, billing and financial reporting. Negotiated work letter and TI for kitchen renovation so no cost to firm and completed within weekend. Upgraded technology, implemented new disaster recovery plan.

Manage the day to day operations, financials, IT, Legal Billing, HR and facilities. Restructured entire firm creating new entity, implementing new network, VOIP phone, creating data warehouse old technology on AS400 creating new disaster recovery plan, customize financial reporting on SQL, customize new document management software creating better workflow. Relocated firm to enhance firm's appearance and environment, negotiated new lease term, 10 months abatement, TI, work letter overseeing construction build out reimbursing back to firm $18K from TI so no cost to firm.

Managed the day to day operations, financials, IT, Legal Billing, HR and facilities and special projects, including the month end financial reporting. Relocated the firm twice, implemented new policies and procedures with new network, customized new document and accounting software program.Organized marketing and special events introducing firm's new logo and branding for 250 attendees.