Orange County, California, United States
Exemplary administrative, communication and organizational skills with ability to interface at all levels of responsibility. Project oriented from conceptualization through execution. Natural multi-tasker that thrives on creating "order out of chaos". An effective troubleshooter with client service orientation. Skilled at using examples from law firm industry personal experience and relay ideas that "tie into" the work environment. I succeed at "impacting" all four personality types at every level of work culture. I provide consulting and training services for Elite Enterprise and 3E, ProLaw, Aderant, TimeSlips, Clio and Juris legal accounting software. Always learning and maintaining a current, in-depth knowledge of the functional and feature characteristics of cutting edge time and billing software and effectively transferring my knowledge to a wide range of users. Always providing ‘best practice’ recommendations and industry expertise in legal practice management, with extensive knowledge and consulting experience in legal billing and accounting systems and all related reporting, data entry, templates, as well as financial management including General Ledger, balancing of time input for national and international legal and accounting firms.
Extensive hands-on experience in Elite billing system applications; pre-conversion from Elite Enterprise to Elite 3E "web-based" live status. I also generated, prepared, assembled, distributed and monitored the quick return of billing proformas and WIP for monthly processing. Processed edits, transfers, adjustments, template modifications and the preparation of final bills while complying with firm mandated special billing guidelines. Communicated with firm secretaries and attorneys in resolving outstanding issues and respond to various billing and time entry inquiries from attorneys and legal staff for 20 offices
PVN was a philanthropic organization devoted to the concept that “we are all called to do something great but none of us can do it alone.” Thus, we were about uniting those that support the vision of an ethical, successful, profitable business community. We accomplished this by inventorying individuals according to their gifts, abilities and talents so that a clearinghouse mechanism could be created, which matched opportunities with resources. We trained our members to be problem solvers, and we formed teams that can bring a multitude of resources to bear on a variety of humanitarian projects. All of this was done within the framework that "people are more important than transactions" and through making ourselves available to meet the needs of others. As a network of business-minded entrepreneurs and professionals from companies and backgrounds of all levels, we were dedicated to establishing excellence and authority in the marketplace, impacting every sphere of influence by using our collective talents and abilities.
Provided consulting and trouble-shooting services within 3E billing module. Maintained a current, in-depth knowledge of the functional and feature characteristics of Elite 3E, and effectively transferred knowledge to a wide range of users. Provided ‘best practice’ recommendations and industry expertise in legal practice management, with extensive knowledge and consulting experience in billing systems and all related reporting, templates, as well as financial management including General Ledger, balancing of time input and all related reporting. Provided consulting services including training, and assistance on custom projects as identified by management. Successfully completed extensive upgrade in Elite billing system applications; pre-conversion from Elite Enterprise to Elite 3E "web-based" implementation. SQL Inquiry and application Knowledge. Also assisted with the generation, preparation, distribution and monitoring the return of billing proformas and WIP from secretaries and attorneys.. Processed edits, transfers, adjustments, template modifications and the preparation of final bills while complying with firm mandated special billing guidelines. Communicated with firm-wide secretaries and attorneys in resolving outstanding issues and responded to various billing and time entry inquiries from management, billers, attorneys and legal staff for their National offices and 10 International offices worldwide.
Facilitated the day-day operations of 25 employee law firm; supervised support staff and managed workflow. Maintained all human resources and administrative records for firm hiring, payroll and annual staff reviews. Performed daily auditing of legal staff time records; implemented and coordinated firm timecard procedures. Implemented and administered firm procedures for billing and cost retention; including policy enforcement. Oversaw facility management, website implementation and CLA seminar coordination.