Juris legal software
Catherine Carter
Hernando,FL
Summary
Legal and financial professional with extensive experience as Board Treasurer at Canterbury Lake Estates, enhancing financial reporting processes and managing budgets. Proven expertise in account reconciliation and cash management, coupled with strong attention to detail and teamwork skills. Successfully implemented strategies that improved organizational financial performance and ensured compliance with state regulations for Not-For-Profit organizations. Heavy compliance research through website / portal selection and installation for 471 property self-managed Property Owner's Association
Overview
36
36
years of professional experience
Work History
Treasurer
Canterbury Lake Estates Property Owners' Assn, Inc
02.2023 - Current
- Prepare and presented financial reports to inform board of directors and membership at Annual Membership meeting and monthly Board Meetings for self-managed 471 property Not-For-Profit Association
- Manage budgets, investment portfolios, accounts payable and receivable and general financial reporting procedures.
- Coordinate with legal counsel and Tax/Accounting service to reconcile monthly statements, invoices and expense accounts, keeping records accurate, and current.
- Enhance financial reporting processes, providing Board members with accurate and timely information for decision-making purposes.
- Implement strategies to improve organizational financial performance including two Reserve Studies annually
- Advise management regarding significant expenditures to keep operations in line with budget limitations.
- Verify accurate completion of sales tax and corporate income tax returns and coordinate annual compilation with CPA.
- Heavy research regarding management companies, electronic conversion of manual records, and finding best Portal/website solution to comply with Florida Statutes effective July 2024.
Legal Accountant
Frank Weinberg & Black, P.L.
07.2005 - 12.2022
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
- Maintained integrity of general ledger, chart of accounts and statement formats.
- Implemented and tested updated Juris accounting software, leading to more efficient financial data management and reporting.
- Researched, implemented and managed case management software, Trialworks.
Software Trainer
Juris Southeast
01.2005 - 09.2005
- Coordinated Juris software conversion and implementation processes for company customers.
- Advised customers about current and potential software packages.
- Installed software and digital components for server-based customers.
- Increased client satisfaction by resolving technical issues promptly during training events.
- Answered customer questions and diagnosed technical issues for clients via FAPS.
Legal Accountant
Florin Roebig & Walker PA
01.1995 - 01.2005
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Coordinated annual review and tax returns with CPA
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
Legal Accountant
Baynard Harrell Ostow & Ulrich, PA
01.1989 - 01.1999
- Researched, installed and trained approximately 50 staff and attorneys in newly purchased Juris Software; beta tested new releases for Juris
- Converted old accounting software into Juris
- Worked closely with the Management Committee concerning all budgetary, financial and long-term strategies for the firm
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Researched and coordinated installation of dual server Banyan environment, CAT5 wiring, and 70 personal computers and laptops
Education
Some College (No Degree) - Nursing
St. Joseph's University
West Hartford, CTSkills
- Bookkeeping
- Cash management
- Account reconciliation
- Budgeting expertise
- Teamwork
- Attention to detail
- Multitasking Abilities
- Software installation and staff training
Software
Trialworks case management
Microsoft Suite
Interests
Dachshunds
Photography
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Treasurer
Canterbury Lake Estates Property Owners' Assn, Inc
02.2023 - Current
Legal Accountant
Frank Weinberg & Black, P.L.
07.2005 - 12.2022
Software Trainer
Juris Southeast
01.2005 - 09.2005
Legal Accountant
Florin Roebig & Walker PA
01.1995 - 01.2005
Legal Accountant
Baynard Harrell Ostow & Ulrich, PA
01.1989 - 01.1999
Some College (No Degree) - Nursing
St. Joseph's University
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