Rena Meredith
Tampa
Summary
Results-driven Financial Operations Analyst with over eight years of expertise in the law firm sector, streamlining workflows, client relations and overseeing financial data management.
Overview
9
9
years of professional experience
Work History
Client Financial Operations Analyst
Perkins Coie
Tampa
11.2021 - Current
- Analyze financial data to support decision-making processes by collaborating with other teams to enhance operational efficiency.
- Develop and maintain financial reports for attorneys by assisting in budgeting and forecasting for attorneys and clients.
- Enhance workflow efficiency to boost accuracy in financial operations, upholding compliance with firm standards to provide optimal assistance to attorneys.
- Assist in strategy development across departments to optimize profitability outcomes.
- Review existing billing, collections, and invoicing procedures, and suggest improvements.
- Assess potential risks related to financial transactions, and advise on strategies to reduce those risks.
- Supervise cash flow operations to confirm accurate use of funds.
- Assess client billing concerns related to invoice errors or payment discrepancies.
- Assist in special projects designed to simplify processes, strengthen client relations, and improve retention.
- Contributed to the creation of process documentation encompassing all elements of finance operations, from initiation to completion.
- Engage directly with attorneys to refine procedures for their book of business, and enhance efficiency in the work-to-cash process.
Finance and Accounting Specialist
LaCava & Jacobson
Tampa
02.2020 - 06.2021
- Prepared and analyzed monthly financial statements, facilitating informed decision-making for management.
- Engaged with management regularly to review financial outcomes and drive improvements.
- Managed audits via submission of necessary documentation and support.
- Coordinated vendor invoice processing, enabling timely payments to suppliers via diligent cash flow oversight and consistent bank reconciliation efforts.
- Collaborated with a partner to streamline budget preparation and forecasting for a specific client.
- Guided new staff on firm accounting processes and software systems by formulating extensive training resources that cover various finance and accounting themes suitable for employees at every level within organization.
- Reviewed accounts payable and receivable to ensure accuracy of information.
- Streamlined merger process by consolidating documents within accounting system.
- Researched discrepancies in account balances, identified root causes, and implemented solutions.
- Facilitated check printing and entered financial data into Excel spreadsheet to guarantee on-time payment of firm expenses
- Executed check printing for attorneys and partners to fulfill client payment obligations.
Electronic Billing Specialist
DLA Piper
Tampa
04.2017 - 02.2020
- Managed client invoices with precision and efficiency utilizing electronic billing portals. (i.e. Legal Tracker, CounselGo, Collaborati, LegalX..)
- Worked collaboratively with attorneys and LPAs, ensuring clarification of billing inquiries and timely resolution of discrepancies.
- Tracked detailed billing transactions and changes applied to bills via billing software. (eHub)
- Executed detailed reviews of billing invoices for precision prior to client distribution to facilitate complete and prompt payments.
- Coordinated onboarding sessions for new staff focused on billing procedures and software tools.
- Engaged regularly with attorneys, LPAs, and collectors regarding account status and payment issues.
- Collaborated with team members to pinpoint and enhance process improvements.
- Contributed to multiple billing projects allocated by the management team or the Director of Finance.
- Established solid professional connections with attorneys and partners.
- Attended training sessions to enhance understanding of industry developments.
- Facilitated onboarding process for new clients into electronic billing portal.
Education
Associate of Science - Accounting And Finance
University of Phoenix
Tempe, AZSkills
- Financial analysis
- Compliance adherence
- Workflow optimization
- Risk assessment
- Data management
- Invoice processing
- Financial reporting
- Problem solving
- Client relations
- Internal controls
- Attention to detail
- Cash flow management
- Knowledge of operations departments
- Legal industry expertise
- Client retention
- Project management
Timeline
Client Financial Operations Analyst
Perkins Coie
11.2021 - Current
Finance and Accounting Specialist
LaCava & Jacobson
02.2020 - 06.2021
Electronic Billing Specialist
DLA Piper
04.2017 - 02.2020
Associate of Science - Accounting And Finance
University of Phoenix