Summary
Overview
Work History
Education
Skills
Websites
References
Software
Timeline
Generic

Kelly Holmes

Paralegal
Sidney,NE

Summary

Driven Paralegal successful at thriving in high stress, high-pressure environments and situations involving constant change and vast ambiguity in data and instruction.

Overview

25
25
years of professional experience
3
3
years of post-secondary education

Work History

Paralegal

EB5AN
Remote, Remote
06.2024 - Current
  • Prepare, review, and file immigration petitions, handling sensitive and proprietary information with discretion and confidentiality.
  • Organize and annotate payroll records and bank statements for inclusion in I-829 templates.
  • Confer with firm's managing partners regarding financial and regulatory matters.
  • Review and document receipts and expenditures of portfolio companies.
  • Monitor payroll records of portfolio companies to ensure adherence to operating agreements and EB-5 regulations.
  • Audit records and prepare detailed reports for EB5AN's senior management team.

Accounting Administrator

AGRI-PLASTICS USA
Sidney, NE
10.2023 - 06.2024
  • Assists with financial processes and operations, including reviewing invoices and handling payroll, budgeting, and tax preparation, ensuring 100% accuracy and timeliness with each task.
  • Processes accounts receivable and payable and handles all employee deductions such as benefits and garnishments, imparting excellent organizational skills and time management abilities to meet deadlines.
  • Trusted to execute all payroll tasks – processes payroll for all employees, ensuring all calculations, tax withholdings, garnishments, and deductions are correctly applied, and generates reports as needed by management. M
  • Maintains and updates payroll records, including new hire information, time and attendance, and employee changes.
  • Executes vendor management duties, including facilitating vendor payments, verifying supplier invoices' accuracy, and making deposits into accounting system from EFT, check, or credit transactions.
  • Reconciles monthly statements and transactions for company credit accounts.

Legal Assistant

MATZKE, MATTOON, MARTENS, & STROMMEN
Sidney, NE
08.2013 - 10.2023
  • Responsible for assisting lawyers and legal professionals, compiling case evidence, and communicating with court employees to confirm court dates. Takes pride in maintaining confidentiality, conducting initial research, drafting legal documents, and organizing legal documents to ensure privacy.
  • Consistently delivered value through extensive research, data compilation, and quality control, notably assembling complex pleadings and legal documents for various purposes, including cash rental leases, real estate contracts, affidavits, deeds, estate planning, probates, title opinions, and severed mineral lawsuits.
  • Single-handedly led company-wide project involving tracking and quality control of over 1,300 notices filed with Oil and Gas Commission.
  • Constructed multiple financial statements exceeding $400k, outlining all fees, taxes, and deposits for sellers and purchasers.
  • Highly analytical and detail-oriented, skillfully reviewing large quantities of data to diagnose and address operational and strategic questions and create reports for ongoing monitoring to ensure regulatory compliance.
  • Created concise billing statements with 99% accuracy, demonstrating labor exhibited by attorney, including hours worked, recording fees, travel expenses, research, certified mailings, publication costs, and document processing fees.
  • Adaptable team player, working closely with inheritance tax clients to analyze inheritance properties and assisted in determining inheritance tax.

Office Manager

SIDNEY REHABILITATION & WELLNESS CLINIC
Sidney, NE
01.2012 - 08.2013
  • Responsible for managing cash-flow maximization by reconciling accounts and creating reports reflecting profits, expenses, and insurance payments/balances, demonstrating expertise in healthcare reimbursement, billing, and accounting principles.
  • Optimized clinic spending by overseeing department finances, monitoring A/R, and meeting monetary targets.
  • Exhibited high-level operations and management skills to develop systems of internal control, safeguard facility assets, and serve as Subject Matter Expert (SME) in insurance, billing, customer support, compliance, and services rendered.
  • Maintained, updated, and organized over 100 patient files, adhering to compliance standards such as HIPPA.

Lead Accounts Payable Specialist

CABELA'S
Sidney, NE
01.2000 - 12.2004
  • Executed accounting, operations, and management-related tasks, including managing team of 25 employees, providing training, troubleshooting, scheduling, and assisting in hiring process, and training all new hires, including managers, on accounting best practices, organization, output responsibilities, client relations, and vendor-relations.
  • Reduced errors by 95% by launching and developing comprehensive Accounting Stand Operating Procedure (SOP).
  • Processed 3,000+ invoices per month, ensuring pricing and quantity accuracy for timely check runs.
  • Safeguarded $4M+ in annual assets through reconciliation, verifying A/P outstanding amounts matched account balances.
  • Saved company estimated $235k annually by innovating method to digitize invoices.
  • Strengthened vendor and purchaser relationships by managing credit memos, assigning employees to vendor accounts, ensuring accurate purchase orders, and resolving payment issues.

Education

Associate of Arts - Business Administration

Western Nebraska Community College
Sidney
08.2009 - 05.2012

Skills

Document Preparation

Effective Communication

Adaptability

Time Management

Project Leadership

Legal Research

Court Filing/E-filing

Legal Transcription

Legal/Court Processes

Legal Transcription

Websites

References

"Having Kelly's experience made the experience smooth and well done regarding the oil and gas commission applications. We appreciate all that she did and her knowledge of documents and steps to take that made our jobs easier." - T. Martens, Attorney

Software

MS Office, Adobe, ERP, ADP, Quickbooks

Timeline

Paralegal

EB5AN
06.2024 - Current

Accounting Administrator

AGRI-PLASTICS USA
10.2023 - 06.2024

Legal Assistant

MATZKE, MATTOON, MARTENS, & STROMMEN
08.2013 - 10.2023

Office Manager

SIDNEY REHABILITATION & WELLNESS CLINIC
01.2012 - 08.2013

Associate of Arts - Business Administration

Western Nebraska Community College
08.2009 - 05.2012

Lead Accounts Payable Specialist

CABELA'S
01.2000 - 12.2004

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