Andrea Furtado
Las Vegas,NV
Summary
Experienced Accounting and Records Specialist with a demonstrated history of working in the legal industry for 20 years. Skilled in Accutrac/Iron Mountain, iManage, Concur, Juris, Workflow, and LMS. Highly proficient in Invoicing, Accounts Payable, Accounts Receivable, Collections, Collection Analysis, Analytical Problem Solving, Reporting and Records Retention. Strong accounting and records professional with a Bachelor’s Degree focused in Accounting from the University of Nevada-Las Vegas.
Overview
20
20
years of professional experience
Work History
Records Manager
Kaempfer Crowell
Las Vegas, NV
01.2015 - Current
- Scanned paper documents into computer and assigned identification numbers to simplify tracking process.
- Adhered to established procedures for handling sensitive and classified documents to retain chain of custody integrity.
- Engaged in daily communications with internal partners and identified document-related issues that required interdepartmental cooperation.
- Received and categorized incoming documents and destruction requests according to retention eligibility.
- Worked with internal staff to process documents and sent for closing.
- Prepared digital files, physical documents and work requests in compliance with company guidelines.
- Transmitted documents, organized revisions and tracked changes.
- Converted documents from one application to another.
- Reviewed document management protocols and user activities against internal records policies and document management standards.
- Assisted in continuous improvement activities while developing and maintaining resulting documents.
- Identified areas of weakness and recommended or implemented process improvements.
- Promoted efficient document processing by maintaining orderly and clean control room.
- Maintained legally compliant, highly secure and user-friendly content to facilitate smooth use by internal and external stakeholders.
Experience Accounting Specialist
Kaempfer Crowell
03.2007 - Current
- Assist in the supervisory duties of the day to day operations of the accounting department.
- Reconcile bank accounts, general ledger and balance sheet accounts.
- Process accounts payable, accounts receivable and expense reporting.
- Oversee collections on client accounts.
- Peform quarterly audits on client accounts.
- Perform monthly reporting including Partner, Attorney, and Paralegal reports.
- Coordinate accounting functions and participate in individual goals and review process of employees.
- Participate in the hiring, promotion and termination decisions.
- Follow all company policies and procedures to deliver quality work.
- Attend training programs to deepen professional skillset and assist in training fellow employees on existing and new training programs.
- Evaluate diverse organizational systems to identify workflow, communication and resource utilization issues.
- Provide suggestions for and actively participate in improving firm collections.
- Keep detailed records of project progress, discrepancies and other funding issues.
Bookkeeper & Personal Assistant
Hart & Huntington Tattoo Studio
08.2005 - 02.2007
Accounting Assistant & Bookkeeper
Securities Law Institute
08.2004 - 02.2007
Education
Bachelor’s Degree - Accounting
University of Nevada
2016
Business Administration and Management, General
University of Massachusetts Dartmouth
2002
Skills
- Industry Best Practices
- Administrative Management
- Process Sequencing
- Managing Files and Records
- Standard Operating Procedures Understanding
- Project Records
- Business Correspondence
- Inventory Records
- Records Oversight
- Customer Inquiries
- Office Operations
- Critical Thinking
- Data Integrity
- E-Records Systems
- Records Retention
- Interdepartmental Cooperation
- Microsoft Excel
- Customer Communication
- Workflow Processes
- Performance Goals
- Department Development
- Information Retrieval
- Staff Supervision
- Company Guidelines
- Electronic and Paper Filing
- Accounts Payable and Accounts Receivable
- Invoice Requests
- Client Documentation Processing
Timeline
Records Manager
Kaempfer Crowell
01.2015 - Current
Experience Accounting Specialist
Kaempfer Crowell
03.2007 - Current
Bookkeeper & Personal Assistant
Hart & Huntington Tattoo Studio
08.2005 - 02.2007
Accounting Assistant & Bookkeeper
Securities Law Institute
08.2004 - 02.2007
Bachelor’s Degree - Accounting
University of Nevada
Business Administration and Management, General
University of Massachusetts Dartmouth
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