Well versed operations professional focused on process improvement, building infrastructure and financial management. Service-oriented and forward-thinking with a collaborative attitude.
Overview
12
12
years of professional experience
2
2
Certifications
Work History
Finance Director
Capell Barnett Matalon and Schoenfeld
New York, NY
04.2024 - Current
Spearheaded the implementation of new accounting software solutions, improving data accuracy and streamlining operations across departments.
Performed banking, business administration and financial tasks
Bolstered company's cash flow with management of accounts receivable and payable.
Prepared monthly reconciliation of bank accounts and quarterly reporting.
Finance Director
Masur Griffitts Avidor LLP
New York, NY
11.2021 - 07.2023
Oversaw deployment of strategic business plans to accomplish accounting and revenue targets.
Ongoing in-depth analyses of risks to enhance systems
Oversaw accounts payable and receivable to track income and expenditures
Oversaw implementation of software to automate AR follow up and tracking
Improved cash flow, retired debt and built cash reserves
Devised benchmarks to align goals and strategies with underlying financials.
Designed attorney salary band and bonus system
Worked with COO and HR to design individual salary package offers
Worked to help Firm increase collected revenue by 50% from 2020-2021
Analyzed operational issues and implemented corrective action to maximize profits
Reviewed, negotiated and approved Firm contracts and agreements
Business Affairs Director
Masur Griffitts Avidor, LLP
New York, NY
07.2016 - 11.2021
Head of operations for a venture law firm
Finance Management: Select and oversee installation of account management and billing software. Designed a performance tracking system based on biller metrics and provide monthly analysis and tracking. Generate revenue breakdown reports. Generate monthly financial reports consisting of billed and collected revenue and budget analysis. Manage cashflow. Manage Payment Protection loan application and forgiveness. Designed processes to expedite AR and trust payments and manage admin staff to execute. Direct accountant and oversee all vendor payments, payroll and expense reconciliation
Technology Management: Oversee IT consultant and systems administration. Worked with project manager and IT support on all technology upgrades and installations.
Human Resources: Oversee the HR Director and collaborate in recruiting, compensation packages and negotiating employee salaries. Drafted the Employee Handbook and subsequent revisions to ensure compliance. Direct all Health and 401k enrollments. Implemented administration of new HR Applicant Tracking System. Designed employee performance review system and implemented software to support.
Management of Admin Staff. Train all staff in policies and procedures and directed admin regarding marketing, bookkeeping and other administrative tasks.
Project Manager
Griffitts O’Hara LLP
New York, NY
01.2014 - 07.2016
Technology Infrastructure Project Management: Systems Administration.
Managed all physical technology upgrades, office buildout and implementation of new and existing technology and delegated to IT.
Managed Firm database maintenance.
Software Development Project Management: Coordinated with software developer on an exclusive SaaS for clients. Researched potential modules and integration. Tested general functionality.
Benefits Management: Managed employee renewals and compliance regarding medical and comp insurance.
Managed all renewals and compliance regarding attorney professional liability insurance.
Onboarded new employees.
Accounting Support: Reconciled Expenses and coordinated with Bookkeeper on any software issues and fixes.
Oversaw all attorney time entry data and ran all attorney and client billing reports.
Developed and initiated projects, including managing costs, schedule and performance.
Education
Bachelor of Arts - English Literature, Art History
Boston University
Boston, MA
Coursework in Business Law
UMass
Skills
Strong Problem Solver
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Certification
Wharton Business School: Leadership and Management Certificate
Timeline
Finance Director
Capell Barnett Matalon and Schoenfeld
04.2024 - Current
Finance Director
Masur Griffitts Avidor LLP
11.2021 - 07.2023
Wharton Business School: Leadership and Management Certificate
04-2021
Licensed Notary
02-2021
Business Affairs Director
Masur Griffitts Avidor, LLP
07.2016 - 11.2021
Project Manager
Griffitts O’Hara LLP
01.2014 - 07.2016
Bachelor of Arts - English Literature, Art History