ANDREW BEHLMER
San Francisco,CA
Summary
Detail-oriented team player with over 15 years of experience in financial management, accounts receivable and billing within the professional services field. Adept at leading cross-functional teams, implementing process improvements, and delivering accurate financial reporting. Strong analytical skills combined with the ability to handle complex issues and interact with various levels of professionals and clients.
Overview
18
18
years of professional experience
Work History
Assistant Director of Finance
Seiler LLP
01.2022 - Current
- Prepare yearly budget, monthly financial statements, and cash flow projections
- Liaise with CFO to communicate key performance metrics to Management Committee
- Supervise and mentor A/R, Cash Receipts and billing teams
- Conduct departmental meetings to communicate developments and implement process improvement activities
- Develop Partner, Manager and Staff training programs to expedite time release and billing cycle close
- Collaborate with department heads to create and monitor yearly budgets
- Review and approve AP and expense reports
- Create and update financial dashboards to provide insights into key performance indicators.
- Project manager for conversion to new time and billing software, STAR Practice Management
Controller
Seiler LLP
01.2017 - 12.2022
- Prepared and distributed monthly financials and revenue variance reports
- Supervised and mentored A/R specialist, Cash Receipts Specialist, and billing team.
- Lead GL software conversion to Sage Intacct.
- Assisted in the adoption and implementation of Bill.com, Expensify and new online payment portal, QuickFee
- Reviewed and approved bimonthly AP and expense report reimbursements
Assistant Controller
Seiler LLP
01.2015 - 12.2016
- Prepared yearly budget and met with department heads quarterly to review spending variances
- Trained, supervised, and mentored cash receipts and A/R staff
- Created and distributed monthly revenue reports for Management Committee
- Reviewed and approve payroll ledger
- Prepared yearly client referral bonus report
Accounts Receivable Supervisor
Seiler LLP
06.2011 - 01.2015
- Responsible for firm A/R and cash receipts functions.
- Processed check and electronic payments, Debit/Credit memos, write-offs and refunds
- Entered A/R, revenue, and trust related journal entries
- Prepared billing for Litigation service line
- Assisted in the creation and deactivation of clients, in addition to client and staffing updates
- Managed client trust account, including monthly bank reconciliation
- Collaborated with Partners, Managers, Staff and billing department to address billing and collection issues.
- Communicated directly with clients about past due A/R
- Create and distribute monthly A/R dashboard for CEO and Management Committee
Accounts Receivable Specialist
Bingham McCutchen LLP
01.2006 - 06.2011
- Managed a portfolio that included an average of $20 million per month in client receivables for 60 partners in 4 California offices
- Maintained strong working relationships with Partners and their clients in an effort to resolve past due balances and address client issues
- Met with Partners on a regular basis to discuss client receivables and realization percentages
- Collaborated with Partners in negotiation of payment plans and settlement arrangements
- Contacted clients via email or phone regarding past due balances
- Provided account reconciliations that included: 1) bill/payment history reports 2) monthly Statements of Account and 3) client accruals when requested
- On a monthly basis, provided updates and feedback to the Executive Management Team (Practice Area Leaders) for clients with balances >$75K over 60 days outstanding. Updates were detailed in a firm wide report which was reviewed and discussed at the monthly PAL Revenue Meeting
- Submit “proof of claims” for clients filing for Bankruptcy protection
- Downloaded lockbox data via bank website, reviewed information for accuracy prior to uploading to firm accounting software.
- Applied wires, ACH and checks, reversal and reallocation of payments, unallocated funds to open A/R, processed write-offs and client refunds
Education
B.A. - Business Economics with Accounting Emphasis
University of California Santa Barbara
Santa Barbara, CA2003
Skills
- MS Office, Excel, Word, PowerPoint
- Sage Intacct
- CCH Practice Management
- Star Practice Management
- Quickbooks
- Billcom
- Expensify
- QuickFee
- Qlik
- Elite & ARCS
- Adobe Acrobat (Forms)
Timeline
Assistant Director of Finance
Seiler LLP
01.2022 - Current
Controller
Seiler LLP
01.2017 - 12.2022
Assistant Controller
Seiler LLP
01.2015 - 12.2016
Accounts Receivable Supervisor
Seiler LLP
06.2011 - 01.2015
Accounts Receivable Specialist
Bingham McCutchen LLP
01.2006 - 06.2011
B.A. - Business Economics with Accounting Emphasis
University of California Santa Barbara
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