• Demonstrates how technology is used to better serve clients, win new business, and operate more efficiently.• Drafts, maintains, and enhances demo scripts for our products.­• Configures solutions and prepare data to demonstrate product value for prospect needs.­• Listens to customer pain points, answers questions about product features, and shares knowledge of best practices for leveraging Firm Intelligence solutions.­• Collaborates with Product and Marketing on roadmap contributions and Go-To-Market messaging.

• Guided customers through full implementation of Foundation’s Firm Intelligence platform. • Responsible for providing configuration best practices based on customer requirements, led status calls, acted as trusted advisor through all aspects of project through deployment. • Delivered platform training to customer implementation teams. • As subject matter expert for specific product areas, was responsible for writing and maintaining Help Center resource articles. • Provided feedback to Foundation development team related to product improvement based on customer interaction.

­• Provided oversight and strategic planning of firm’s Experience and Client Relationship Management systems and teams.• Expanded role to facilitate various firm level projects to improve data collection and taxonomy, driving efficiencies in matter lifecycle management and reporting. • Responsible for developing and implementing data management plans, data entry guidelines, end-user training programs, and analysis reporting. • Guided process improvements and data integrations with existing Business Intelligence (BI) systems.

­• Expanded role to manage both Experience and Client Relationship Management systems and teams. • Served as Project Manager for the experience system conversion to Foundation.• Guided the acquisition, maintenance, and quality control of new and existing data in BI systems.• Identified trends in data needs, recommending the collection of appropriate data to strengthen firm's business development efforts. • Liaison to the Marketing Business Development team and various firm Administrative teams.

• Supported implementation of a unified experience platform.• Established processes to collect experience across Practice Groups. • Determined and created necessary profiles, fields and security levels in the experience platform. • Responsible for the resolution of all experience data issues and data acquisition projects.

­• Reported directly to the CEO, leading all internal analysis and reporting of sales performance for over 450 convenience stores.• Partnered with Senior Executives to create yearly corporate budgets including sales, margins, expenses and labor. • Reported monthly, quarterly, and YTD actual results and variance to budget and PY. • Oversight of sales dashboards to include data integration, data integrity, and troubleshoot system issues to ensure reporting needs were met across departments. ­• Worked on various capital expenditure projects to create ROI projections and track performance. • Facilitated relationships across Marketing, Accounting, Operations and IT to optimize business decisions.

• Responsible for all budgeting functions and financial analysis for Marketing and Business Development programs (includes 9 practice groups and firm-wide)• Created and implemented the tools and processes necessary to complete the annual budget operation, monthly reconciliation, and provide ongoing reporting• Works independently while reporting directly to Chief Marketing Officer and providing practice group leaders with accounting, marketing and financial analysis support• Provide ad hock reporting to senior management and practice group leaders as requested• Coordinate with Marketing Business Development Managers to identify and prioritize budget items and secure funding• Participate in Firm events and national trade shows to support MBD client recruitment• Research and provide analysis on potential new target markets and clients• Created and implemented the tools and processes necessary to complete the annual budget operation• Responsible for internal G/L coding and reconciliation to budgets• Liaison between Finance and Marketing departments

• Oversee/maintain firm's IOLTA & Escrow trust bank accounts (includes daily bank deposits, record keeping, allocation of monthly interest, data entry of all records within firm's database, direct reporting to attorneys, monthly journal entries)• Monthly bank reconciliations for 6 complex bank accounts• Manage all W-9 information and yearly reporting to clients• Maintain outstanding check status for all trust accounts

• Manage all aspects of the firms client retainer account (includes daily deposits, record keeping, data entry of all records within firms database, direct reporting of activity to attorneys, monthly journal entries)• Handle accounts payable function of foreign vendors• Monthly bank reconciliations for 8 bank accounts

• Working directly under the firm's Office Services Director, assisting in daily tasks ranging from answering phones to coordinating the firm's bids to purchase office equipment• Retained Accounts Payable role in monthly processing of firm's travel accounts• Established the firm's travel policy and assisted in maintenance of travel web page on intranet• Coordinated with Regional Office Managers (10) on all office service issues

• Maintained & remitted payments for all corporate American Express accounts• Handled foreign vendor payments• Processed payments for Boston Coach and World Travel accounts• Assisted with daily bank deposits and bank reconciliations as needed

• Provided accurate, timely, complete and cost-effective coverage of 84 banking institutions using knowledge of accounting principles and financial institutions. • Maintained internal databases by collecting, verifying and imputing a wide variety of information through direct interaction with Financial Officers and Banking Officials. • Assisted in producing the The Bank Quarterly Digest; Co-Product Manager of The Bank Comparison Report

• Maintained general ledgers, prepared financial statements, reconciled bank statements and the general ledger for ten separate entities (to include apartment communities, shopping centers, restaurants and various limited partnerships). • Worked closely with top management and reported directly to the owner requiring minimal supervision. • Responsible for training and problem solving of accounts payable function.

• Organized and processed large quantities of payables for various residential and commercial complexes and subcontractor payments. • Processed utility bills for payment comprised of providing management with details analytical information, identification and follow up of usage variance problems. • Prepared bi-weekly and monthly payroll.• Established excellent customer service relationships with distributors and utility representatives. • Instituted and maintained procedures that increased efficiency and productivity throughout payable cycle.