Jessica Pettus
Charlotte,NC
Summary
Detail-oriented accountant professional with over 14 years of experience. Outstanding communication skills with relationship building and multitasking abilities. Committed to introducing changes to achieve continuous improvement in accounting system operations. Looking forward to building and leading solid teams to handle high-volume operations with consistency and accuracy.
Overview
3
3
years of professional experience
Work History
Staff Accountant
Katten Muchin Rosenman LLP
Charlotte , NC
01.2019 - Current
- Collected and arranged financial information and entered details into CMS/Aderant and SAP financial management system.
- Executed financial reporting, schedules, reconciliations, event settlements and month-end reports.
- Assisted Partners with year-end financial IOLTA trust audits; assisted controller with year-end financial audits.
- Created journal entries and support documentation of accounting processes.
- IOLTA trust account management including maintaining and reconciliation of individual client ledgers, receipt and distribution of trust funds, monthly and quarterly internal trust audits with reports.
- Petty cash maintenance including reconciliations and replenishment.
- Impress account management including rebalancing and reconciliations.
- Daily reconciliation of Charlotte operating account.
- AR write-offs.
- Credit Transfers for Interim/On Account funds.
- Worked with multiple vendors on payables and account reconciliations ensuring accounts were kept current and paid timely.
- Create and maintain budget for local office administration.
- Coordinate with partners and clients regarding proper payment applications, overpayments, refunds, write offs, premiums and aged AR (collections).
- Provided monthly summary reports to partner with budget analysis of bulk, hourly litigation and fixed fee deals for Bank of America.
- Provide daily updates to accounting with ACH remittance information for Bank of America.
- Provide monthly AR reports to client and work as liaison to reconcile AR and write offs with Bank of America client.
Accounting Coordinator
Katten Muchin Rosenman LLP
Charlotte , NC
2008 - 2019
- Processed checks for multiple companies on daily basis using CMS/Aderant.
- Audited, coded and processed reimbursements for employees on daily basis.
- Organized and processed daily accounting invoices, statements and records.
- Maintained accurate documentation regarding accounts payables and accounts receivables in accordance with company policies.
- Prepared daily cash reports
- IOLTA trust account management including maintaining and reconciliation of individual client ledgers, receipt and distribution of trust funds, monthly and quarterly internal trust audits with reports.
- Petty cash maintenance including reconciliations and replenishment.
- Impress account management including rebalancing and reconciliations.
- Daily reconciliation of Charlotte operating account.
- AR write-offs.
- Credit Transfers for On Account fund applications.
Legal Assistant/Floater/Trainer
Katten Muchin Rosenman LLP
Charlotte , NC
2006 - 2008
- Managed accounts and client records of clients, observing confidentiality and extreme discretion.
- Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes.
- Filed court documents and legal pleadings with court clerk on behalf of attorneys.
- Scheduled appointments, court appearances and depositions.
- Assisted CPA with weekly payables, expense reimbursements and GL coding.
- Trained new employees on company procedures and firm proprietary software.
- Conducted lunch and learn training for all employees.
- Conducted monthly training for new software roll-outs and best practices for document management systems.
Legal Assistant
Katten Muchin Zavis Rosenman
Charlotte , NC
2000 - 2005
- Prepared for trials, conducting legal research and drafting pleadings.
- Worked directly with business and personal property appraisers in valuations for equitable distribution and financial affidavits.
- Prepared Financial Affidavits and Equitable Distribution Affidavits to be filed with court.
- Managed accounts and client records, observing confidentiality and extreme discretion.
- Scheduled appointments, mediations, court appearances and depositions.
- Organized key evidence and exhibits to prepare for trials.
Legal Assistant
Rigell, Leal & Ring, P.A.
West Palm Beach , FL
1997 - 2000
- Prepared for trials, conducting legal research and drafting pleadings.
- Scheduled appointments, court appearances and depositions.
- Completed electronic filings, initiated billing statements and managed firm administrative matters.
Education
Massage Therapy
Southeastern Neuromuscular Massage Therapy School
Charlotte, NC2004
Business
Florida State University
Tallahassee, FL1997
Associate of Arts -
Tallahassee Community College
Tallahassee, FL1996
High School Diploma -
North Florida Christian High School
Tallahassee, FL1994
Skills
- Accounts Payable and Receivable
- Processing Checks and Invoices
- Journal Entry Preparation
- Accounting Procedures Validation
- Monthly Account / Bank Reconciliation
- Critical Thinking and Analysis
- Effective and Professional Communication
- Analysis of AR balances, budget comparisons, hours worked and matter status to determine actions for client, Bank of America
- Analysis of 90 day old Bank of America matters with no activity
- Analysis of Bank of America fixed fee deals for write off and/or premium potential
- Excellent computer skills including Word, Excel, Outlook, Adobe Acrobat, IManage Desksite
Timeline
Staff Accountant
Katten Muchin Rosenman LLP
01.2019 - Current
Accounting Coordinator
Katten Muchin Rosenman LLP
2008 - 2019
Legal Assistant/Floater/Trainer
Katten Muchin Rosenman LLP
2006 - 2008
Legal Assistant
Katten Muchin Zavis Rosenman
2000 - 2005
Legal Assistant
Rigell, Leal & Ring, P.A.
1997 - 2000
Massage Therapy
Southeastern Neuromuscular Massage Therapy School
Business
Florida State University
Associate of Arts -
Tallahassee Community College
High School Diploma -
North Florida Christian High School
Similar Profiles
Timothy BlockerTimothy Blocker
Records Specialist/Clerk at Epiq/KattenRecords Specialist/Clerk at Epiq/Katten
Paul FolkPaul Folk
Head Coach at Muchin College PrepHead Coach at Muchin College Prep
Taryn TrivelineTaryn Triveline
High School Chemistry Teacher at Muchin College PrepHigh School Chemistry Teacher at Muchin College Prep