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Finance Professional Resume Example

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FINANCE PROFESSIONAL
Summary
Experienced professional with background working in the legal and accounting fields. Finance professional with strong analytical, problem-solving abilities and excellent communication interpersonal and customer service skills. Ability to organize and prioritize multiple assignments and use initiative and judgment to achieve results. Recognized for creating efficient processes and procedures on local and global levels.
Skills
  • Cash Management
  • EIS
  • Internal Audit
  • Risk Management
  • Accounts Receivable
  • Cash Receipts
  • Elite 3.9
  • Policy & Procedures
  • Serengeti
  • ADP Workforce
  • Collections
  • Excel
  • Process Improvement
  • Tax Filings
  • Budget/Forecast
  • Cost Recovery
  • Financial Reporting
  • Project Manager
  • Trust Accounting
  • Business Continuity
  • E-Billing
  • General Ledger
  • ProLaw XII
  • Webview
Experience
Finance Professional, 01/2015 to 12/2016Company Name － City, State
  • Microsoft Office 2010 including Excel, Word, Visio and Power Point, Elite Enterprise 3.9, ProLaw XII, Serengeti Tracker, Webview 5.4, EIS, iManage 8.5, Clarity Budgeting System, AccutracXE, QuickBooks, ADP.
Accounting Manager, 12/2013 to 12/2014Company Name － City, State
  • Project Manager for the conversion of Omega accounting software to Elite ProLaw XII.
  • Responsibilities included system security, mapping, bill templates, e-billing, cost recovery, project planning, scheduling, coordination and documentation.
  • Managed all areas of general accounting functions, including month-end closing, accounts payable, cash receipts, client billing, collections, general journal entries, petty cash, trust accounting, firm tax filings, audits and 401(k) functions.
  • Developed excel workbook for the calculation of partner revenue.
  • Converted the firm's manual ADP payroll process to online ADP Workforce.
  • Prepared monthly financial reports for partners.
  • Assisted outside accountants with the Firm's annual review.
  • This included preparing schedules as well as researching and answering all questions from the outside accountants as necessary.
  • Supervised, trained and developed Accounting Department staff.
Senior Accounting Manager/Internal Auditor, 01/2007 to 06/2013
Accounting Manager/Internal Auditor, 02/2005 to 02/2007
  • Handled all aspects of U.S.Trust Accounting, including attorney support for client closings, opening and closing bank accounts, processing deposits and checks, electronic wire transfers and recording transactions into the accounting system.
  • Maintained client trust account files, bank records and supporting documentation related to client transactions.
  • Reported year-end information of trust accounting activates to the internal Risk Management team.
  • Monitored changing laws by state so that the firm was in compliance with escrow rules and regulations.
  • Prepared and mailed out all vendor 1099MISC forms.
  • Performed account analysis and special reports as requested.
  • Co-chaired the task force for Trust Account Risk Management Guidelines.
  • Developed guidelines, policy and procedures.
  • Created Trust Funds Release Checklist, Risk Management and Approval Letters for the release of funds to former partners.
  • Oversaw and managed general accounting functions for multiple offices, including cash receipts, accounts receivable, accounts payable, petty cash, monitored aspects of billing process and bank reconciliations.
  • Reviewed and analyzed general ledger accounts and prepared general ledger entries.
  • Created annual budgets for multi US and Asia offices.
  • Developed monthly variance reports and coordinated support for managers and directors of various departments.
  • Supported, monitored and processed multicurrency receipts and expenses for Asia offices.
  • Assisted Senior Management with financial and analysis reports as required.
  • Developed and created reports for attorneys, directors and managers of various departments when needed.
  • DOREEN VINCI FREEDMAN.
  • Page 2.
  • Successfully identified and implemented continuous improvement initiatives by renegotiating vendor pricing which enabled the firm to a yearly cost savings.
  • Compiled and calculated New York commercial rent for submission to Tax Department.
  • Assisted Financial Systems Department with the rollout of the multi-currency function in Elite and supported the Expense Processing System (EPS) team in the roll-out and training of the new system.
  • Assisted outside auditors with the annual firm review.
  • Provided supporting documentation and assisted with any questions or procedural inquires.
  • Managed Amex Corporate Card delinquencies by notifying cardholders of past due accounts.
  • Monitored accounts of departing attorneys and administrative staff to ensure that outstanding balances were satisfied.
  • Worked with CFO to determine the direction and scope of audit work based on the firm's risk and the needs of management.
  • Recommended changes to strengthen financial reporting and internal controls.
  • Performed independent assessments of system controls guided by ethical standards.
  • Assignments involved conducting financial compliance, audit reports and internal audits to determine that controls were adequate and effectively maintained in accordance with firm's policies and procedures.
  • Reviewed and tested user access for the Elite system and implemented changes based on individual job descriptions.
  • Performed internal audits of accounts payable, accounts receivables, cash receipts, trust accounts, client invoices, benefits, IT invoices, etc.
  • Prepared internal audit reports for COO and CFO, including recommendations and suggestions for improvement.
Accounting Manager, 01/1999 to 01/2005
  • Worked with Senior Management to forecast, plan and carry out budget procedures for multi locations, including monthly monitoring of department and variance reporting.
  • Supported departments with budgetary controls and issues.
  • Supervised and managed general accounting functions for multiple offices, including accounts payable, accounts receivable, petty cash, cost recovery, trust accounting, general journal entries and cash receipts functions to assure accurate accounting data.
  • Assisted in monitoring inventory of unbilled time, costs and accounts receivable.
  • Successfully developed and maintained written Business Continuity Plan for global Financial Accounting Department.
  • Liaison between the firm and bank authorized firm representative to initiate and resolve operational and transaction issues.
  • Provided technical and business leadership to the New York accounting team of approximately five specialist's working on day to day support activities, ensuring timely and complete resolution of issues as well as professional and helpful customer service.
  • Developed and maintained the firm's first intranet Accounting Handbook as well as the internal accounting and finance intranet page used by the accounting department only.
  • Assisted and supported the integration of accounting processes of acquired entities by developing and implementing training materials.
  • Trained New York staff on general ledger coding and policy and procedures.
  • Beta tested and developed approval levels for the expense processing system.
  • Developed Elite training manuals for U.S.
  • and Tokyo; played a key role in the financial integration of the Tokyo office by mapping the general ledger accounts and creating and developing monthly policies and procedures.
01/1997 to 01/2013Company Name － City, State
Accounting & Billing Supervisor, 01/1997 to 01/1999
  • Managed a team of 4 people in billing, accounts payable, accounts receivable, collections, cash receipts and cost recovery including reviewing and/or modifying work procedures, developing recommendations to improve work processes and management reporting, overseeing controls to ensure the quality and timeliness of information input into the billing system, as well as setting objectives, salary increases and other HR matters.
Accounting/Pension Administrator, 01/1980 to 01/1997Company Name － City, State
Education and Training
Accounting Course work: Mercy College. Numerous ongoing career related courses and seminars.
Skills
Accounting, general accounting, accounting software, accounting system, accounts payable, accounts receivables, Accounts Receivable, administrative, streamline, ADP, ADP payroll, attorney, audit reports, bank reconciliations, benefits, Billing, billing system, Budgeting, budgets, Budget, business startup, Cash Receipts, Cash Management, closing, continuous improvement, conversion, client, customer service, direction, documentation, Senior Management, finance, Financial, Financial Accounting, financial and analysis, financial reports, Financial Reporting, forms, Funds, General Ledger, general ledger accounts, HR, internal audits, Internal Audit, inventory, leadership, Letters, management reporting, access, Excel, Microsoft Office, office, Power Point, Word, month-end closing, Enterprise 3.9, page, policies, pricing, processes, Process Improvement, coding, project planning, quality, QuickBooks, recording, reporting, researching, Risk Management, scheduling, seminars, Tax, training materials, training manuals, Visio, written, year-end
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Resume Overview

Job Titles Held:

  • Finance Professional
  • Accounting Manager
  • Senior Accounting Manager/Internal Auditor
  • Accounting Manager/Internal Auditor
  • Accounting & Billing Supervisor
  • Accounting/Pension Administrator

Degrees

  • Accounting Course work: Mercy College. Numerous ongoing career related courses and seminars.

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