I am a detail-oriented individual that provides creative insight and training for my team. I am constantly looking for new ways to improve processes through automation and technology. I am able to efficiently review information from clients and work with others to analyze and resolve complex legal issues. I have a strong ability to provide clear and precise compliance information to others over the phone or through written correspondence. I have exemplary project management, organization, and multitasking abilities. I am a team player that does my part to ensure our clientele's compliance filings are timely filed at the state, federal, and local levels on a bi-weekly, monthly, quarterly, semi-annual, and annual basis.
Teams, Planner, Microsoft Office, Excel, Outlook, Windows and Mac OS, G Suite, Adobe, database management, complex calendaring, social media, various government e-filing systems, time management and billing software, and Qualtrics survey platform.
Manage and train a team of 3 direct and 5 indirect reports. Conduct employee interviews and reviews. Increased responsibility from supervisory role to include oversight of Northeastern states and localities in addition to West and Midwest filings. Create training documents and provided legal research, analytical, and financial training for legal specialists. Responsible for on-boarding new clients and familiarizing them with our compliance system. Work directly with clientele (including General Counsels, C-level executives, and government affair teams) to resolve complex compliance issues. Management of internal registration/termination intake process. Revising legal questionnaires and maintaining survey software. Review and prepare complex reports for federal, state, and local political action committees, ballot measures, and lobbyists. Responsible for maintaining and reconciling financial statements and bank accounts. Review and process check and wire payment requests. Review incoming political contribution information from clients to ensure no legal permissibly issues.
Customizing in-house database: I am working with a software vendor to create tools for tracking paralegal workflow. The developer and I have worked closely to display information in a manner that is user friendly and also superior to the current system our firm utilizes for ensuring projects are timely completed. I am still in the testing phase which includes comparing our current tracking system against the software to flag inconsistencies and issues that need to be resolved prior to fully integrating the system into our day to day workflow.
Digitizing audit document records and report preparation process: I have led an effort to move towards keeping electronic audit documentation. As a result, our firm has a more efficient documentation management system as well as reducing time spent preparing compliance reports.
Automating survey distribution: Currently implementing the use of survey software to automate our ability to request information from our clients. This has resulted in an decrease in internal tracking errors as well as increased efficiency.
Creating internal guidelines for legal specialists: I have created detailed checklists and process documents to increase efficiency and streamline our report preparation and contribution legal clearance processes. I have also focused on creating training material for team to increase productivity.
Expanded role that included the work done as a Systems Coordinator. Reviewed West Coast campaign, lobby, and pay-to-play filings prepared by the firm's legal specialists. Reconciled filings to ensure compliance with jurisdictional deadlines. Utilized Adobe to create tracking and training tools for paralegal team.
Maintained complex state and local calendar for campaign and lobby registration and report deadlines. Reconciled lobbyist registration and terminations. Handled the preparation of internal audits and other special high-risk projects (e.g. nationwide changes to company names due to acquisitions or mergers).
Analyzed incoming data, prepared campaign contribution legal clearances, and drafted lobby and campaign registration and report filings for all 50 states. Position involved learning various company cultures and providing excellent customer service. Utilized state and local databases to conduct legal research to ensure compliance with each jurisdiction's political laws.
Magna Cum Laude
Dean's List All Semesters
Distinguished Service Award - Amnesty International
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