Evaluated and recommended accounting software for their business purposes.
Implemented new procedures, including documentation and training which effectively reduced the overhead and increased the timing of processes.
UnitedLex / Holland & Knight 2009 Managed the electronic billing implementation, user access in SQL Server and the Elite Time/Billing software, automation SQL Server jobs used for balancing the system daily.
Webview development (online portal access to the time & billing system).
Liaison between the accounting and technology.
Technical Financial Analyst, 01/2008
to 01/2009 Company Name – City,
Managed the ongoing software management of the Elite time/billing software client-server applications.
Served as liaison between accounting and technology regarding all aspects of the financial systems, including research and development.
Performed monthly security server upgrades and technical assistance.
Senior Project Manager, 01/2006
to 01/2007 Company Name – City,
Successfully contributed the ongoing management of projects of varying sizes, including the management of legal accounting and client server system installation, implementation, conversion, documentation, reconciliation and training the end users on new processes.
Financial and Administrative Applications Leader, 01/2000
to 01/2006 Company Name – City,
Lead analyst in support of automation technical programs for the accounting and financial functions.
Administered software and hardware in an effort to support the firm's financial and human resource systems.
Recommended procedure changes, including improved use of standard software, integration of software with custom development, design of new software and utilities, and consultation regarding software from third party solution providers.
Prepared project plans, timelines and dependencies.
Handled resource allocation for significant application systems development, enhancements, and maintenance efforts.
Contract Special Billing/Collections for Hermes Sargent Bates, 05/2007
to 07/2010 Company Name – City,
Managed weekly and month-end processes of the Elite Financial systems.
Evaluated processes, designed and conducted employee training based on recommendations.
Designed electronic billing and check templates and provided end-user support.
Project Consultant, 01/1995
to 01/1998 Company Name – City,
Successfully managed billing, accounts receivable collection goals. Evaluated and recommended accounting software for their business purposes. Implemented new procedures, including documentation and training which effectively reduced the overhead and increased the timing of processes.
High School Diploma: None Texas Women's University - City,
State Continuing education classes completed included SCO Systems, Microsoft Server, HP-Unix, Informix
Ultimate Software Human Resources System Administration
Microsoft SQL Server
Additional classes completed
Lead role in planning and overseeing all projects involving the Thomson Elite financial applications including administering system upgrades, new product installations and custom programs and enhancements.
Developed/customized the Webview & Workflow applications saving in 30% cost savings of overhead.
Worked with accounting and attorneys to define business requirements, project objectives and goals.
Key role on the firm's technology change management and strategic planning teams.
International Legal Technology Association (ILTA)
Dallas Fort Worth Elite Special Interest Group
Vice President of the North Texas Informix User's Group (NTIUG)
accounting, accounting software, accounts receivable, analyst, attorney, automation, Billing, billing system, budget planning, client server, client-server, hardware, consultant, consultation, conversion, documentation, Financial, financial analysis, hiring, human resource, Human Resources, Informix, law, legal, access, performance appraisals, processes, project plans, research, SCO, Microsoft SQL Server, SQL Server, statistics, System Administration, systems development, user support, technical assistance, employee training, HP-Unix, upgrades, utilities
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Texas Women's University
Job Titles Held:
Technical Financial Analyst
Senior Project Manager
Financial and Administrative Applications Leader
Contract Special Billing/Collections for Hermes Sargent Bates
High School Diploma : None
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