Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Joel Moran

Brooklyn,NY

Summary

Goal-oriented applicant with 12 + years experience working as a bookkeeper, production, and legal assistant with a Bachelor's of Science in Business and a minor in Accounting seeks an underwriting associate position with a reputable company to help advance my career. My area of expertise involves strong analytical, research, communication and verbal skills.

Overview

13
years of professional experience
4
years of post-secondary education

Work History

Trimworld Inc
New York, New York

Bookkeeper
01.2018 - Current

Job overview

  • Reduced company expenses by over 25% by eliminating unnecessary expenses & diligently analyzing financial statements with company owners and accountants
  • Processed payroll weekly via Paychex & Sure payroll
  • Paid vendor bills & ensured invoices were paid in a timely manner
  • Sent past due invoices to collection
  • Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software
  • Received, recorded, and bank cash, checks, and vouchers
  • Compiled statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profit and loss
  • Completed insurance & workers compensation audits to ensure company records were accurate and followed legal compliance
  • Computed deductions for income and social security taxes
  • Monitor status of loans and accounts to ensure that payments were up to date
  • Prepared bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks
  • Calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists
  • Compiled budget data and documents, based on estimated revenues and expenses and previous budgets
  • Prepared purchase orders and expense reports
  • Maintained employee files & ensured federal & state labor laws were being applied
  • Ensured federal, state & local taxes were paid on time
  • Reconciled bank & credit card accounts on monthly basis
  • Reduced financial discrepancies through transaction monitoring and management
  • Posted daily receipts and payments in accordance with corporate protocols
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy
  • Organized and carried out proactive month-end, quarterly and year-end processes
  • Reported financial data and updated financial records in ledgers and journals

Trimworld Inc
New York, New York

Production Assistant
01.2015 - 01.2018

Job overview

  • Generated new leads & increased company revenue by over 15%
  • Established relationships with domestic & international vendors by visiting location domestically and abroad
  • Assisted production manager in development stages of projects
  • Worked with overseas vendors during production stages of projects
  • Ensured development & production teams met crucial deadlines
  • Managed accounts and projects, working within budget and scheduling requirements
  • Met with clients to ensure projects were on schedule and within budget requirements

Belushin P.C
Brooklyn, NY

Legal Assistant
09.2009 - 01.2015

Job overview

  • Generated new leads and increased firm's revenue by 25%
  • Scheduled client medical examinations
  • Managed attorney's legal calendar by scheduling legal depositions such Examinations Under Oath (EUO's) & Examinations before Trial (EBT's)
  • Assisted clients during settlement stages of case by explaining settlement agreement and mailing out signed settlement documents to defense legal counsels and insurance companies.
  • Obtained legal funding for clients by working alongside various legal funding companies
  • Negotiated medical & HRA/child support liens with medical clinics and NYC Human Resources Administration
  • Drafted and processed legal documents and papers, such as summonses, complaints ,subpoenas, complaints, appeals, motions, and pretrial agreements under supervision of junior and senior attorney's
  • Organized and maintained law libraries, documents, and case files
  • Assisted attorneys in researching, collecting, and analyzing information such as employment, medical, labor, and other records for client cases
  • Attended legal meetings, such as client interviews, hearings, or depositions and recorded notes for investigative purposes
  • Gathered and analyzed research data, such as statutes, decisions, and legal articles, codes, and documents
  • Assisted attorneys with reviewing and organizing witness reports
  • Conducted background investigations on defendant
  • Handled electronic court filings and coordinated court activities

Education

CUNY School of Professional Studies
New York, NY

Bachelor of Applied Science
08.2020 - 05.2022

University Overview

Maintained a GPA above 3.0

Kingsborough Community College
Brooklyn, NY

Associate of Science from Business Administration
08.2010 - 01.2013

University Overview

Outlook

Skills

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Timeline

CUNY School of Professional Studies

Bachelor of Applied Science
08.2020 - 05.2022

Bookkeeper

Trimworld Inc
01.2018 - Current

Production Assistant

Trimworld Inc
01.2015 - 01.2018

Kingsborough Community College

Associate of Science from Business Administration
08.2010 - 01.2013

Legal Assistant

Belushin P.C
09.2009 - 01.2015
Joel Moran