Sophia Fried Email & Phone Number

Roswell, GA, US

Sandy Springs, Georgia, US

• Process bill payments in bill.com and ensure all bills are approved and paid in a timely manner.
• Record and post payments received via check, credit card, and ACH against open invoices in QuickBooks.
• Write and maintain SOP’s for various financial processes.
• Retained an additional 6 months post acquisition to provide training, resources, and assistance in transitioning responsibilities to the Stryker finance team.

• Conducted reviews of settlement statements to ensure there were no discrepancies and all information was provided.
• Verified the availability of funds in the IOLTA account.
• Set up checks to print in QuickBooks and ensured they were reviewed and approved in a timely manner.
• Managed the full disbursement process via check for select clients.
• Conducted monthly reviews and inactivated IOLTA liability sub accounts for cases that had fully settled.

• Accurately entered unpaid bills into QuickBooks and prepared a packet for client review.
• Managed the full payment process for approved bills through check payments.
• Utilized Bill.com to establish payments for approved bills.
• Processed individual bill payments upon request.
• Recorded journal entries for voided checks and facilitated reissuance of payments when necessary.

• Conducted monthly reconciliation of bank and credit card accounts.
• Recorded journal entries for payroll and voided checks.
• Ensured accurate recording of transactions by utilizing check stubs and coded statements.
• Manually entered transactions into the accounting software in the absence of automated feeds.
• Verified cleared checks against previous records.
• Participated in a large-scale project to transition from sub bank accounts to sub categorization accounts.

• Fielded and processed requests from wealth management clients related to deposits, withdrawals, transfers, and account management.
• Managed the process of opening new accounts for wealth management clients. This included: preparing paperwork packets for client meetings, reviewing of all paperwork for compliance with company procedures, addressing.
• Researched and resolved account compliance issues raised by both clients and back-office partners.
• Created an in-depth (100+ page) standard operating procedure that explained current processes and provided instructions on handling all aspects opening, troubleshooting, and maintaining wealth management accounts.

• Proofread and edited informational documents for readability and clarity.
• Conducted a large-scale transfer of client accounts to a new platform. This included: cross checking client information for accuracy, producing paperwork packets for clients, updating the company database with new.
• Created a standard operating procedure to enable the replication of the above process.

• Created and updated content for the organization’s website, online calendars, and monthly e-newsletter.
• Assisted in the planning, organization, and marketing for: The Apprentice Corporation Tour, Open Auditions, and the company's annual Open House event.
• Set up and managed the information booth at: The Apprentice Corporation Tour performance at City Hall

• Created, wrote and proofread various materials including: run of shows, e-mails, press releases, bios, Power-Points, and spreadsheets.
• Assisted in the planning, organization, and marketing for: Atlanta Women’s Weekend 2013 and The Elizabeth Hurlock Beckman Trust Award Ceremony

• Taught children aged 11-14 various life and etiquette skills such as maintaining a strong personal presence, appropriate manners in social situations, fine dining skills, and basic ballroom dancing.

Bachelor'S Degree, Major In Communication And Rhetoric Studies With A Minor In Business Administration

Italian Language

Education record