Legal Accounting Specialist Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Focused, insightful, and trusted financial analyst with more than 15 years of experience delivering exceptional results for multiple industry leading firms. Possesses a demonstrated track record of promotions into higher-level and more visible positions as well as subsequent engagement with top grossing customer accounts. Adept at implementing updated best practices, processes and procedures to optimize results while generating annual savings in the hundreds of thousands of dollars. Marked ability to parse and interpret large amounts of data as well as determine key findings critical to achieving scalable business goals. Efficiently conducts detailed forecasting exercises, oversees responses to evolving challenges, and resolves fiscal shortcomings. Value Offered Relationship Management Generating Key Reports Mitigating Wasteful Spending Data Analysis Analytics and Reporting Consultative Professional Process Improvements Process Re-Engineering Customer Service
  • Windows OS
  • Mac OS
  • Linux OS
  • MS Word
  • MS Outlook
  • MS Excel
  • MS OneNote
  • MS PowerPoint
  • MS Access
  • 10-Key
01/2013 to Present
Legal Accounting Specialist Texas Capital Bancshares, Inc. Richardson, TX,
  • Largest product liability legal firm in the world Hired to monitor, generate, and analyze financial, statistical, and operational data trends.
  • Prepares and reviews invoices from Billing Attorney management as well as assists with identification and reconciliation of payments received.
  • Accurately coordinates and reviews billing and accounts receivable efforts on behalf of the Accounting department and presents updated data to partners.
  • Provides advanced financial data and analysis; creates and presents complex charts and graphs, and makes timely reports to Sr.
  • Management to better assess risk and strategy.
  • Properly budgets active and proposed projects by fully determining pricing, margin, and risk factors.
  • Thoroughly monitors, analyzes, and projects financial, statistical, and operational data trends.
  • Conducts new matter requests and financial and legal research for high net-worth clients.
  • Streamlines day-to-day reports allowing for more clear and concise presentation and interpretation.
  • Entrusted to manage and review account activity for company's top-20 clientele.
  • Facilitates communication between partners and staff to resolve issues and mitigate future disruptions.
01/2010 to 01/2013
Transaction Processor Associate I STATE STREET BANK & TRUST City, STATE,
  • Custodian bank specializing in services to mutual funds, collective investment funds, corporate and public pension funds Cash Desk Management Promoted from transactional-based resource to higher-level position based upon superior performance and demonstrated expertise.
  • Optimally managed daily client derivatives, equity, future, options, and commodity trading in US and international settlement locations.
  • Led and documented complex analytical efforts on monitored and booked wire movement transactions.
  • Maintained precise records of daily balances and reconciled accounts.
  • Liaised with operations teams to solve processing issues while identifying the need for escalation to appropriate parties when required.
  • Provided training and guidance to other Client Service teammates.
  • Identified issues with incoming SWIFT (Society for Worldwide Interbank Financial Telecommunication) while reducing gridlock by 25% and allowing trades to process more efficiently.
  • Formalized policies and streamlined procedures to improve communications and reduce costs by 15%.
  • Created, wrote, and introduced employee manual which optimized training and customer service by 20%.
  • Mastered software platforms quickly, sharing findings to assist group in being as effecting as possible.
  • CONTINUED) Career Highlights Continued.
01/2000 to 01/2010
  • Provider of automated business solutions including Document Imaging, Image Hosting, E-Forms, and Full - Text OCR Efficiently managed 50 client contracts utilizing digital images, microfilmed, or fiche documents.
  • Concurrently created and delivered updated department training manuals and precise procedures for job duties.
  • Implemented disaster recovery efforts in a timely manner for critical records while drafting statistical reports which tracked production.
  • Provided regular production planning and performance improvements.
  • Identified trends in reoccurring problems, and conceptualized solutions utilizing process work flows and diagrams, thereby saving the company $250K annually in employee resource expenses.
  • Spearheaded cost-reduction initiatives reducing labor costs by 18%, overtime by 34% and material waste by 10%.
  • Improved client retention and referrals by 25% via a reconfiguration effort prior to the original schedule.
Expected in
Bachelor of Science: Economics
Eagle Scout & Assistant Scout Master, BOY SCOUTS OF AMERICA Volunteer in Community and Church Activities
10-Key, Accounting, accounts receivable, Attorney, Billing, budgets, business solutions, charts, concise, contracts, cost-reduction, clientele, Client, clients, customer service, derivatives, disaster recovery, drafting, equity, Financial, Forms, funds, graphs, Image, Imaging, interpretation, legal, legal research, Linux OS, Mac OS, MS Access, MS Excel, Windows OS, MS Outlook, MS PowerPoint, MS Word, monitors, OCR, policies, pricing, assess risk, strategy, SWIFT, Telecommunication, training manuals
Additional Information
  • Community Involvement Eagle Scout & Assistant Scout Master, BOY SCOUTS OF AMERICA Volunteer in Community and Church Activities

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Job Titles Held:
  • Legal Accounting Specialist
  • Transaction Processor Associate I
  • Business Application Analyst
  • Bachelor of Science

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