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Accounting & Operations Management Client Relations Compliance
Payroll Expense Tracking Technology Implementations & Conversions
Substantial background in the complete spectrum of financial management including accounts payable and receivable (A/P & A/R), financial reporting, general ledger, account administration and reconciliations, payroll, payroll taxes, cashflow management, insurance, and benefits administration.
Highly skilled at performing comprehensive financial analysis to support short-term and long-range strategic plans and operating budgets.
Able to establish cooperative working relationships with all internal personnel, and devise efficient accounting policies and standards to achieve quality control and assurance targets.
Adept at prioritizing and orchestrating multiple concurrent projects to meet timelines and financial performance goals; extensive experience in driving cutting-edge software implementations to bolster fiscal and administrative operations.
Proven skills in thoroughly analyzing business processes and controls to minimize risk, enhance collections, and ultimately optimize P&L performance.
Excel at developing processes and tools to align with corporate and regulatory criteria while sufficiently meeting a company s financial reporting and operational support needs.
Whitbeck, Benedict & Smith, LLP, Hudson, NY, 1999 2017
Spearheaded full-scope administrative, financial, and management functions for 26-person firm with an emphasis on continuous improvement and rigorous cost control.
Expertly maintained general ledger including journal entries, P&L statements, balance sheet, trial balance analysis and reporting, bank account reconciliations, IOLA trust account, general operating accounts, bank closing accounts, and escrow accounts.
Administered accounts payable and receivable, and efficiently processed check requests, auto deductions, and partners draw.
Conducted bank deposits, processed credit card payments and transfers from title company account to general operating account, and diligently monitored cash flow.
Leveraged polished organizational skills to generate detailed expense reports, compile client reports, and maintain up-to-date client balance ledgers.
Inspected real estate closing checklists, monitored incoming wires, and initiated outgoing wires to ensure seamless closing procedures.
Meticulously calculated premium splits between title company and title insurance underwriter from closing statements.
Generated monthly WIP reports including analytical summaries to maximize billing.
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Whitbeck, Benedict & Smith, LLP continued
Thoroughly reviewed and verified accuracy of attorneys /paralegal time for monthly billing to prevent errors and financial loss.
Demonstrated excellent attention to detail in entering deposits and disbursements to be charged back to clients.
Authored regular time & billing productivity reports to aid management in critical decision-making.
Prepared payroll in tandem with external vendor, validated payroll taxes, issued forms 1099s & 1096, and maintained up-to-date personnel records, with strict and consistent attention to confidentiality.
Helmed the complete range of employee benefits including 401(k) Safe Harbor, health insurance, cafeteria plan, COBRA, LTD, claims analysis and processing, enrollments, and annual review with broker to ensure optimize cost savings.
Controlled insurance and associated claims, audits, and renewals for Professional Liability, Workers Compensation, Statutory Disability, and Umbrella policy.
Regulated and maintained office technology and equipment spanning telephones, photocopiers and printers, overseeing all vendor relations with respect to leases, contracts, and repairs/maintenance.
Additional experience includes:
Newman & Company, PC, New York, NY
Full-Charge Bookkeeper / Accounting Manager
Championed all facets of financial operations for 30-person law firm including 15 attorneys
Bookkeeper / Office Manager, Watchell, Manheim & Grouf, New York, NY
Governed complete bookkeeping services for 30-person, progressive, mid-Manhattan law firm
QuickBooks Pro, Quicken, TABS 3 Time & Billing, Microsoft Office (Excel, Word, Outlook),
WordPerfect, Time Matters, ADP, Lexis, Westlaw
Bachelor of Arts
Queens College, CUNY
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