2024 - 2025 Treasurer for the Cyber Chapter of the National Association of Legal Administrators

Merged with Hays, McConn August 2014

• Process accounts payable and receivable • Handle all cash flow input and output• Prepare and distribute semi-monthly reports to shareholders and associates• Prepare analysis of data on request of the Management Committee, the Administrator and Shareholders• Oversee and handle advance case expense accounts• Prepare yearly Form W-2’s and 1099’s• Prepare payroll transactions three times a month including transmitting information to the Firm’s payroll disbursement vendor including processing PTO accruals• Prepare 401K deferral information and disbursement checks sent to the pension plan administrator• Maintain employee personnel files• Act as liaison between employees and benefits administrator• Review and process employee benefit vendor statements• Oversee electronic billing portion of the billing process requested by clients• Prepare electronic invoices and transmit to third party vendor• Prepare appeals of same if requested by billing auditor• Review time and billing reports on attorneys and paralegals• Prepare and review financial reports (including month-end reports)• Month-end GL, bank reconciliation and close• Responsible for training new employees on Rippe Kingston billing software• Act as liaison between firm and Rippe Kingston CSRs

3 employeesDuties include overseeing billing and A/P processes for the Houston office; trust reconciliation; setup and implementation of clients who utilize electronic invoicing; updating policies and procedures for Elite as they pertain to Baker Hostetler; responsible for GL coding of firm expenses; report and query building; new template implementation into Elite; responsible for creating and updating firm wide accounting policy procedures for Elite as they pertain to Baker Hostetler; provide training to new employees within the firm as well as training to accounting personnel nationwide; act as liaison between vendors and the firm regarding payables and receivables.

Duties included invoicing of 1,000+ billing memos; GL reconciliation; preparation of spreadsheets and reports using Excel and FRX; application of cash receipts for firm's operating and trust accounts; handling of bankruptcy settlements for firm's clients; monthly meetings with upper management and firm partners regarding billing procedures and monthly reports; billing and application of foreign currency for the firm's London office; requires full knowledge of Elite billing system; testing and implementing new billing templates through Whitehill Template Builder; responsible for running month end reports for timekeepers firm wide; acted as a liaison between accounting and IT for software updates, report building; correspondence with firm personnel and clients regarding general information.

Responsible for application of all of the firm's cash receipts, including trust and IOLTA accounts; monthly reconciliation of numerous GL accounts; financial analysis; including budgeting for new attorneys and paralegals, as well as budget prep for firm's clientele; responsible for handling invoices for firm's biggest clients; correspondence with attorneys regarding monthly timekeeper reports, cash receipts and general questions; responsible for building and implementing new invoicing templates using Whitehill Template Builder