Sherry Stepanek Email & Phone Number

• Assists in the creation of cost estimates for eDiscovery projects using Excel
• Creates reports for project tracking, billing tracking, and management time using a project database tool
• Communicates with review managers and sales team members on project updates, cost estimates, and following up on matter information such as clients, number of documents reviewed, and costs.
• Updates project tracker with new matters and estimates for staffing and recruiting team to review
• Performs monthly tasks such as creating billing reports, contacting managers for any new types of matters, updating monthly hours spreadsheet for each project, and handles expense reporting for Managed Review VP.
• Tracks billing for outside vendors and emails them weekly with time reports

Hartford, Connecticut Area

• Responsible for collection of digital documents from sources such as email archives, network shares, local drives, and cloud document storages.
• Perform functions such as collecting emails or files based on provided search criteria, processing collected data, and delivering data to Legal customers via shared folder or Web-based platforms.
• Work with highly sensitive, confidential, and proprietary documents and information to create, edit and route electronic documents to customers within established timeframes.
• Communicate with customers regarding their requests and provide updates.
• Handle all assigning of new requests while also taking lead on special projects such as folder organization, creating and maintaining spreadsheets, and researching technical issues with the platforms
• Responsible for training new staff on the entire work process, communicating any changes to staff, and maintaining eDiscovery platforms such as installing or performing updates.

Simsbury, CT

• Complex administrative role in a high-volume environment
• Communicate with internal staff, auditors and claim examiners, and external customers, such as law firms, regarding questions or concerns, and assisting with any problems they may have in regard to getting the data.
• Created training documents for others in the department to use as guides and assisted in training others on the processes for submitting invoices into the billing system.
• Prepare invoices for submission to TyMetrix by doing such things as researching claim file information, adding or editing attorney information and fee arrangements, communicating with claim handlers or the law firm if.
• Assist with special projects for supervisors that are time sensitive and require a high attention to detail.
• Act as a both a team leader by assisting others with problems or questions they may have and a team player by working with others to come up with more efficient ways of getting the work processed and to solve problems.

Hartford, Connecticut Area

• Complete underwriting tasks such as entering census information, or health insurance coverage data, into a Microsoft Excel program called Einstein in order for the sales department to issue insurance prices to the.
• Edit companies’ health insurance information on a spreadsheet in order to be inputted into Einstein, doing things such as formatting, filtering, entering data, and analyzing which medical group each employee and.
• Use programs such as Atlas, and Salesforce, to retrieve work to be completed, and then re-entered the completed files for their next steps.
• Work with the sales department to correct errors in the data.

Windsor, CT

• Data entry of retirement beneficiaries and all pertinent information in Microsoft Excel.
• Corrected and updated previous data to be imputed in the new system.
• Conducted training sessions and assisted co-workers.
• Assisted supervisors with other projects including mailroom assistance, filing, and file organization

Accounts Receivable entries of deposits for U.S. and International accounts in SAP.Accounts Payable entries for the checks to be paid. Also, filing the paid and the to-be-paid invoices.Assisted in end of the month closing activities such as balancing the U.S. and International accounts.Organized the storage room and filed old or recent paperwork by company.

• Managed data entry for the financial department such as input of time spent on jobs and recording journal entries for closing activities at the end of each month.
• Assisted with Accounts Payable including entry of new invoices and speaking with customers.
• Created and improved financial spreadsheets in Microsoft Excel including documents such as employee attendance tracking, training software, and accounting processes.
• Led organizational tasks and handled all filing of financial documents including invoices, payroll documents, and worksheets.
• Led a training session teaching other employees on how to use Vantage and created a procedure on how to do the data entry in Vantage to be used by other employees.
• Assisted in the quality inspection of engine parts for repair and worked closely with inspection team on when parts and engines were being sent to the customers.

Master Of Business Administration - Mba, Business And Public Administration

Activities and Societies: National Society of Leadership and Success Honor Roll Delta Mu Delta International Honor Society in Business.

Certificate Program, Legal Assistant/Paralegal

ABA Certified Paralegal Certificate

Bachelor Of Arts (B.A.), Political Science And Government

Activities and Societies: Deans List, Invited to Political Science Honor SocietyStudied Political Science

Diploma, High School Diploma

Activities and Societies: Book Club, Latin Club, National Latin Honor SocietyHigh School

Project Management Certificate, Project Management