Reporting And Mi Coordinator
Bradford, United Kingdom
Working in a team of three for a government approved solicitor who specialises in the recovery of unsecured debts owed to private and public sector clients, while obeying the Solicitor Regulation Authority (SRA) Rules, data protection act, and corporate compliance. Core responsibilities were to produce and deliver regular client MI, new client take on preparation, existing client services (including regular contact with key clients to discuss current requirements and business changes), BAU MI reporting to business managers, KPI reporting, bill creation and payment allocation automation and projects for bespoke development based on discussed specifications and constraints. Key Achievements• Refinement and automation of original MI requirements through discussions with stakeholders and utilising Excel, Access and Outlook VBA to build and deliver MI. The result significantly improved the quality and accuracy of reports.• Redevelopment of an MS Access database into SQL Server solutions to improve efficiency and integration after a firm acquisition.• Creation of new MS Access driven solutions utilising VBA, forms, tables/queries, ODBC linked to SQL Server.• The redevelopment and implementation of a client direct payment solution which improved the time and accuracy of manually reviewing client sent files and processing. As part of this self assigned project, all past direct payments were reviewed and historic errors rectified, resulting in over £10k of commission being invoiced which would have otherwise been lost.
