Dynamic paralegal with expertise in legal proceedings and exceptional writing skills, honed at Gregory Sreenann PA. Proven track record in preparing compelling legal documents and managing case files efficiently. Adept at client communication and trial preparation, ensuring successful outcomes through meticulous organization and strategic collaboration.
Overview
2025
2025
years of professional experience
Work History
Executive Assistant to CEO
Frank’s Distributers
Answered high volume of phone calls and email inquiries.
Processed travel expenses and reimbursements for executive team and senior management group.
Screened calls and emails and initiated actions to respond or direct messages for managers.
Organized and coordinated conferences and monthly meetings.
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Screened calls and emails and responded accordingly to support executive correspondence.
Supported business and hospitality needs of corporate partners and staff during meetings and company events.
Handled confidential and sensitive information with discretion and tact.
Volunteered to help with special projects of varying degrees of complexity.
Upheld strict timetables by maintaining accurate, balanced calendars.
Promoted team productivity by keeping supplies organized and well-stocked.
Screened personal and business calls and directed to appropriate party.
Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
Led staff and vendors in providing high level of service for owner and guests.
Filed paperwork and organized computer-based information.
Updated and maintained confidential databases and records.
Bookkeeper
Frank’s Distributers
Completed payroll for employees and maintained detailed records of procedures.
Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Established QuickBooks accounting system to reflect accurate financial records.
Maintained and processed invoices, deposits, and money logs.
Posted daily receipts and payments in accordance with corporate protocols.
Reconciled and corrected issues with financial records.
Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Presented audit findings to accounting manager after reviewing results and paperwork.
Strengthened financial operations by conducting bank reconciliations and financial reporting.
Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
Gathered, evaluated and summarized account data in detailed financial reports.
Inspected account books and recorded transactions.
Implemented new accounting processes to decrease spending and work flow downtime.
Tracked financial progress by creating quarterly and yearly balance sheets.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Handled day-to-day accounting processes to drive financial accuracy.
Supported management by processing invoices and documents with consistent on-time delivery.
Generated invoices upon receipt of billing information and tracked collection progress.
Entered figures using 10-key calculator to compute data quickly.
Streamlined bookkeeping procedures to increase efficiency and productivity.
Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Created detailed expense reports to facilitate reimbursement for business expenses incurred.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Streamlined daily reporting information entry for efficient record keeping purposes.
Maintained account accuracy by reviewing and reconciling checks monthly.
Matched purchase orders with invoices and recorded necessary information.
Managed and responded to correspondence and inquiries from customers and vendors.
Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
Paralegal
Gregory P. Sreenann PA
06.2018 - 06.2024
Conferred with clients and other involved parties to gather and track case information.
Conducted detailed client intakes and entered information into company database.
Assisted counsel in preparing answers, providing documentation, and information for discovery request.
Prepared legal briefs, motions, and pleadings.
Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
Edited and proofread legal documents to verify accuracy.
Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
Assisted in preparation of settlement proposals and agreements to help attorneys negotiate settlement in best interest of client.
Liaised with other paralegals and legal staff to complete common tasks on schedule.
Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
Summarized depositions, legal documents and other material to provide attorney with relevant material for cases.
Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
Communicated pertinent information to clients via phone, email, and mail.
Revised and finalized letters, briefs, and memos.
Assisted attorneys with reviewing and organizing witness reports.
Produced legal documents such as briefs, pleadings and appeals.
Wrote and filed pleadings with Type court on schedule to maximize case success.
Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
Analyzed deeds of trust to verify grantor, grantee, trustee and loan amounts for executive leadership.
Prepared various exhibits for attorneys for public meetings, zoning commission meetings, and legal resolutions.
Generated leads to meet and exceed revenue goals by identifying new clients.
Developed polished motions and briefs to support litigation processes and court proceedings.
Contacted witnesses to testify under oath at court hearings.
Attended court hearings and depositions to take notes and document proceedings.
Collaborated with attorneys to develop strategies for each case.
Conducted background investigations on defendant.
Executive Assistant, Legal Secretary and Accountan
Joseph J. Portuondo, Esq.
06.1991 - 04.2018
Gathered financial information, prepared documents, and closed books.
Used advanced software to prepare documents, reports, and presentations.
Handled day-to-day accounting processes to drive financial accuracy.
Prepared and filed tax forms to meet needs of customers.
Maintained integrity of general ledger and chart of accounts.
Trained new employees on accounting principles and company procedures.
Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
Prepared working papers, reports and supporting documentation for audit findings.
Compiled general ledger entries on short schedule with 100% accuracy.
Diminished outstanding debts by analyzing accounts for issues.
Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
Provided journal entries and performed accounting on accrual basis.
Collected and reported monthly expense variances and explanations.
Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
Tracked funds, prepared deposits and reconciled accounts.
Developed financial models to assess and analyze financial performance of clients.
Used accounting software to issue tax returns and prepare consolidated reports.
Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Reconciled accounts and reviewed expense data, net worth, and assets.
Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
Executive Assistant and Customer Service Rep.
Franks Distributers
06.1986 - 05.1991
Enhanced customer loyalty by designing tailored discount strategies.
Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
Maintained up-to-date knowledge of product and service changes.
Promptly responded to inquiries and requests from prospective customers.
Education
MBA - Business Accountancy
University of Miami
06.1983
BBA - Accountant
University of Miami
06.1982
Skills
Power of attorney
Court transcription
Expertise in legal proceedings
Marital settlement agreements
Calendar oversight
Exceptional writer
Case file organization
Legal research skills
Bankruptcy law
Document filing
Exhibit preparation
Interviewing witnesses
Civil litigation
Case management
Records management
Client communication
Document preparation
Research and data collection
Subpoena coordination
Notary public
File pleadings
Office administration
Database research
Evidence analysis
Legal case files
Documenting
File and records management
Legal writing
Witness interviewing
Corporate law
Trial preparation assistance
Civil law
Conflict mediation
Legal research
Proficient in MS office
Administrative support
Contract review
Proofreading
Motion drafting
Case summaries
Legal compliance
Litigation support
Negotiation
Brief writing
Account administration
File organization
Attorney support
Legal evaluation
Calendar management
Legal analysis
Document drafting
Document control support
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
French
Limited Working
Timeline
Paralegal
Gregory P. Sreenann PA
06.2018 - 06.2024
Executive Assistant, Legal Secretary and Accountan