Rocio Ulloa Email & Phone Number

Silicon Valley, Ca, Us

Silicon Valley, Ca, Us

Silicon Valley, Ca, Us

San Diego, California, Us

Boston, Ma, Us

• Responsible for processing client invoices for a set of billing attorneys adhering to client billing instructions/guidelines• Complete narrative edit, transfer time entries, make required adjustments as requested• Work one on one with secretaries/attorneys to finalize invoices • Respond to inquiries via email, voicemail or billing hotline• Upload invoices via third party vendors (Serengeti, Cousellink, Ehubb)• Responsible for SAP billing, following all strict procedures and once finalized, upload all invoices• Generate reports for assigned billing attorneys and clients• Ability to interact and work with virtual offices

Boston, Ma, Us

* Oversee Billing Attorney’s client portfolio and serve as the Accounting Operations point of contact for the Billing Attorneys and Clients with regards to billing, collections and reporting functions. * Ensure timely issuance of drafts and their return each month. * Understand and ensure compliance with Client and Billing Attorney Guidelines for all clients within the portfolio. * Accurately process all drafts as they are returned from the Billing Attorney.* Ensure finalized invoices are submitted to the client either through mail (US Post; Express Mail; or E-Mailed) or by electronic means (E-Billed).* Update the Billing Database(s) as required on a timely basis.* Keep client accounts receivable balances current through the analysis of work-in-progress, accounts receivable and days receivables outstanding (DRO). * Identify, review and analyze billing and collections trends for assigned Billing Attorneys’ clients and make recommendations to respond to the needs of clients. * Generate reports for assigned billing attorneys and clients.* Assist billing attorneys using the firm’s Profitability tool to develop monthly, quarterly, and annual billing and collections forecasts, estimates and budgets. Reports on progress on a weekly basis and informs department management of any changes in the forecast.* Meet defined performance metrics. * Ability to interact and work with virtual offices.

*Helped with the opening of the West coast billing team/office• Responsible for training new billing coordinators• Responsible for processing client invoices for a set of billing attorneys and/or clients in adherence to department procedures, billing attorney instructions and special client arrangements. • Complete narrative editing, transfer time entries, make required adjustments (write-up / write-down as required), reverse invoices as approved • Work one on one with secretaries and attorneys to finalize invoices in preparation for mailing to client • Respond to inquiries via help desk tickets regarding billing, use of Web View (time entry software), Work In Process (WIP, unbilled time entries), and reporting* Maintain billing & ebilling databases

Responsible for processing client invoices for a set of billing attorneys and/or clients in adherence to department procedures, billing attorney instructions and special client arrangements. • Complete narrative editing, transfer time entries, make required adjustments (write-up / write-down as required), reverse invoices as approved • Update client database for address changes and other client or client/matter information as needed and close matters upon request• Track tiered discounts and interact with billing co-workers and master files team regarding changes in tier levels• Work one on one with secretaries and attorneys to finalize invoices in preparation for mailing to client• Responsible for mailing, overnight delivery, fax, and/or e-mailing invoices to clients on behalf of attorney• Respond to inquiries regarding billing, use of Web View (time entry software), Work In Process (WIP, unbilled time entries), and reporting• Design and/or maintain Excel spreadsheets for billing analysis, use other application tools as needed• Authorized to do weekly downloads from Equitrac (copy charge software system) to Enterprise for direct flow through to assigned client matter numbers

Directed incoming telephone calls • Other assigned responsibilities included filing, indexing of pleadings and legal documents, log and distribute incoming and outgoing faxes, design monthly workflow calendar • Assisted accounting department and duties assigned included input of time entries for timekeepers, upload all all cost entries and manually assign costs as indicated, audit and edit cost reports, and maintain report for timekeepers regarding billable and administrative hours, edited proformas • designed graphical spreadsheet indicating monthly gross income

Directed incoming telephone calls • Provided strong support assistance to the Human Resources Department by coordinating the company’s weekly newsletter, assisted in processing incoming resumes and coordinated numerous company events • Provided daily support to the Marketing and Sales Departments as well as outside sales partners • Recited Spanish translations on product literature and/or press releases for newly launched products • Participated in developing marketing strategies for the Latin American regions

International Corporate Law

Education record