DEVASHREE UDAY NADKARNI
Toronto,ON
Summary
Focused Client Services Supervisor promoting 5 years' expertise successfully working for organizations in the Legal Industry. Courteous and cordial with a desire to take on challenges at a new company. Known for successfully handling tasks in high-volume setting. Dedicated to best-in-class time management and detail-oriented work.
Overview
10
10
years of professional experience
Work History
Supervisor of Client Services Operations, Team Lead
Fish & Richardson P.C
Minneapolis, Minnesota
07.2021 - 08.2022
E-billing Administrator/ Senior Billing Co-Ordinator
01.2019 - 12.2020
Billing Co-Ordinator
07.2017 - 12.2019
- 5 years of recent experience in growing and managing client relationships in the legal industry and as part of the core client services management team
- Successful track record of building strong client relationships, and consulting directly with Attorneys
- Lead a team of 25+ billing team members to ensure they are completely trained, follow guidelines, and help and assist them with any questions or issues that occur
- Build strong relationships with existing clients to ensure all problems are dealt with for the business to maximize renewal opportunities
- Working with upper management for a smooth transition of software updates from Elite enterprise to Aderant
- Update the software help file and create training videos
- Accurately process all types of client invoices by following billing guidelines on processing invoices and ensuring all requested changes have been made along with reviewing and confirming all client-specific notes have been followed
- Lead team meetings and accurately provide important information to all team members
- Maintain communication with the Attorney, secretaries, staff, and clients and observe confidentiality of client and firm matters
- Ensured timely and accurate transmission and acceptance of the invoices for both routine and complex billing arrangements for the team by utilizing team reporting, including working with Thomson Reuters software products for legal billing and accounting
- Perform quality control reviews of finalized invoices submitted by peers
- The position utilized in-house information technology databases, Adobe Acrobat Pro 2017, and Microsoft Outlook distribution lists to review and communicate with team members regarding invoice quality outputs
- Gather supporting documents as needed by utilizing queries in Elite, ProLaw, E-billing hub, and InTapp Time Entry as well as additional in-house information technology tools such as SSRS reports, gather information regarding client accounting management, and provide appropriate reports as required
- Responsible for reporting queues to manipulate data, using Microsoft Word output to format when necessary, and running SQL queries in the system to review and analyze data
- The position relied upon an in-house information technology database to provide detailed reporting on the team and departmental error rates and key performance indicators
- Respond to and manage team inquiries regarding accounting and system issues
- Worked closely on E-billing hub, which is a secured website tool that allows uploading and downloading client invoices; data utilizing LEDES files that are processed during the accounting process for clients that require electronic billing services
- Responsible for processing all types of client invoices including e-billing and alternate fee invoices
- Complete Understanding of various E-Billing systems such as Collaborati, Legal Tracker, DataCert, CounselLink, CounselGo, Ascent, Onit, TyMetrix 360, etc
- Ran and analyzed financial reports and estimates from multiple e-billing systems and consolidated key findings in a monthly report for reviews
- Develop new and improved e-billing systems and set them up in compliance with various client criteria
- Respond to and resolve assigned helpdesk tickets promptly, working with multiple Outlook distribution lists and data file folders to manage incoming and outgoing emails and analyze team turnaround times using Excel spreadsheets
- Compare monthly financial reports to forecasted reports and prepare monthly forecasts using Microsoft Excel and other financial software
- Assist the Accounts receivables group in working with billing attorneys or secretaries to resolve rejected invoices timely
- Update and maintain billing tracking database with submissions, rejections, and resolutions information and research and resolve billing issues
- Assist with the setup of new clients for the billing team
- Review client-based billing guidelines and flag unique requirements to management
- Utilize various databases to track drafts (missing, returned, processed), identify cancellation types, and update unique billing instructions for clients
- Perform quality control reviews of finalized invoices submitted by peers
- Respond to and resolve assigned help desk tickets promptly
- Assist with month-end and year-end activities, including but not limited to, filing, printing, and distributing drafts.
Consultant
Robert Half Company
, Minnesota
02.2017 - 06.2017
- Data Entry of confidential information from Order connects the system to the EMR (Epic) system
- Worked on several different projects including scoring data entry clerk and customer service
- Involved in a project as a scoring representative and worked effectively and efficiently.
Lead Account Executive
Viogee Inc
, New Jersey
08.2016 - 01.2017
- Represented the client’s brand name in an exemplary fashion by excelling in customer acquisition and retention
- Empowering the team through individualized training and networking opportunities
- Providing hands-on experience to the trainees to learn and engage in business development
- Interviewed the candidate and selected the desired candidate for the position
- Developing campaigns by utilizing new methods of communication with the team as well as the customers
- Acquiring new customers and building relationships with the customer is one of our major specialties through which we gain their trust and loyalty to our client’s brands
- Working on face-to-face basis with the customers with integrity and honesty led to a higher level of customer satisfaction
security officer
Virginia Commonwealth University
01.2021 - 07.2021
- Police Department
- Organizing and collecting student data to be entered into the computer
- Accurately entering data into various computer programs
- Creating reports and analyzing the data for errors
- Keeping sensitive student information confidential
- Took care of the front desk in the dorms of the VCU housing department
- Understood the importance of the life of the students and college security.
Receptionist
Virginia Commonwealth University
Richmond, Virginia
10.2015 - 04.2016
Accountant
HPCL
Mumbai, India
04.2014 - 06.2015
- Analyzed and evaluated the performance of E-payment processes for the current financial year
- Analyzed the process of payments and procedures of accounts payables along with its terms and conditions
- Understood the E – payment process and analyze the errors in the system and recommend solutions for the same
- Learned how to map the accounts of the company with that of the clients
- Understood the basic workings of the application JDE for carrying out the E-Payment received from the clients
- Processed and recorded invoices daily compiled and maintained Accounts Payable records and also verified approval on all invoices
- Understanding the mode of foreign transactions concerning that of the Company
- Calculating the reimbursement and disbursements done towards the business as expenditure or as payments towards the vendors
- Assisted with quarterly preparations and closing reports
- Analyze the expenses/costs and income/revenues in the books for the quarter
- Coordinate with a senior accountant to analyze fixed asset additions
- Develop financial models such as P&L statements that reflect the sales goals for the month
- Prepare journal entries to record consecutive transactions to balance the general ledger.
Accountant
Stefon Constructions Pvt. Ltd
Mumbai, India
04.2012 - 03.2014
- Processed and recorded invoices daily and managed the Accounts Receivables records and verified the approval on the invoices
- Prepared spreadsheets for daily reconciliation of cash balances
- Recorded cash receipts in the general ledger
- Managed the year-end processes by creating journal entries, P&L statements, and balance sheets
- Applied payments received and processed bank deposits also handled customer inquiries, researched problems, and developed solutions
- Consolidated and analyze financial data considering the company’s goals and financial standing
- Prepare financial reports with reliable conclusions that management can use to implement more effective operational strategies
- Processed payments, general ledger entries, suspense, and miscellaneous entries, and other transactional processing
- Reconciled and verified payment data by handling monthly journal entries
- Performed complex duties related to account reconciliations of various general ledger cash accounts.
Education
Master of Management and Leadership -
Campbellsville University
06.2022
Master of Science - Information Technology Management
Campbellsville University
12.2020
Master of Business Administration -
Campbellsville University
08.2019
MS - International Finance
Virginia Commonwealth University
05.2016
MBA - Finance
Institute of Management Christ University
05.2015
Bachelor of Commerce (Accounting) -
Tolani College of Commerce
03.2014
Skills
- Staff Training
- Quality Control
- Report Creation
- Mentoring and Coaching
- Hiring and Recruitment
- Goal Setting
- Overseeing Daily Activities
- Issue Resolution
- Analytical Thinking
- Evaluating Employee Work
- Attention to Detail
- Problem-Solving
- Client Support
- Leading Team Meetings
Languages
Timeline
Supervisor of Client Services Operations, Team Lead
Fish & Richardson P.C
07.2021 - 08.2022
security officer
Virginia Commonwealth University
01.2021 - 07.2021
E-billing Administrator/ Senior Billing Co-Ordinator
01.2019 - 12.2020
Billing Co-Ordinator
07.2017 - 12.2019
Consultant
Robert Half Company
02.2017 - 06.2017
Lead Account Executive
Viogee Inc
08.2016 - 01.2017
Receptionist
Virginia Commonwealth University
10.2015 - 04.2016
Accountant
HPCL
04.2014 - 06.2015
Accountant
Stefon Constructions Pvt. Ltd
04.2012 - 03.2014
Master of Management and Leadership -
Campbellsville University
Master of Science - Information Technology Management
Campbellsville University
Master of Business Administration -
Campbellsville University
MS - International Finance
Virginia Commonwealth University
MBA - Finance
Institute of Management Christ University
Bachelor of Commerce (Accounting) -
Tolani College of Commerce
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