Ryan White

Reporting

• Utilize in-house reporting software to produce comprehensive monthly sales commission reports.
• Assist the sales and operations departments in the creation and refinement of excel reporting templates to streamline data analysis and reporting processes.

Invoicing

• Conduct daily case processing efficiently through NetSuite by Oracle, ensuring smooth operations and timely resolution of cases.
• Conduct thorough account reconciliation to ensure accurate and timely distribution of funds to lenders.

Account Reconciliation

• Managed and maintained financial accounts for a diverse portfolio of over 2,000 clients.
• Implemented proactive communication strategies by consistently following up with clients regarding outstanding accounts through phone calls, emails, and reminder statements.
• Conducted meticulous account reconciliation procedures to verify compliance with deductibles and accurately allocate funds.

Reporting

• Performed variance analysis on monthly financial reports for clients and attorneys, providing valuable insights into financial performance.
• Utilized pivot tables extensively to efficiently extract and present requested data for attorneys and clients, facilitating informed decision-making and analysis.
• Delivered a comprehensive range of financial reports to attorneys and clients, catering to their diverse needs and requirements.

• Demonstrated proficiency in utilizing advanced accounting software including Elite by Thomas Reuters, ARCS 2G, and NetSuite to streamline financial processes and enhance operational efficiency.
• Regularly furnished detailed monthly account summaries to key stakeholders, including the COO, Director of Finance, and Chairman of the Board of Directors, ensuring transparency and facilitating informed decision-making at the highest levels of management.
• Conducted thorough reviews of trust account transactions to ensure compliance with regulatory standards and accuracy in financial records.
• Managed the processing of overpayments, duplicate payments, and vendor refunds, ensuring accurate reconciliation and optimal financial management.