Stephen Lilly
New Kent,VA
Summary
Client Manager dedicated to assisting account executives and account teams by performing administrative and client support duties associated with maintaining client accounts. Focused on ensuring excellent service standards and maintaining high customer satisfaction. Experience providing product and services information, and resolving any emerging problems clients might face with accuracy and efficiency.
Overview
22
22
years of professional experience
Work History
Client Account Coordinator
Sands Anderson PC
12.2022 - Current
- Lead monthly meetings with attorneys to track outstanding work-in-progress (WIP) and accounts receivable (AR)
- Prepare monthly reports on unbilled, accounts receivable, and client invoice reminder statements and accounts receivable activity
- Analyze data and interpret trends; transfer that knowledge to actionable ideas and recommendations
- Perform and utilize data entry for reporting and application of client payments
- Prepare and submit client billing through e-billing applications
- Handle internal and external vendor inquiries regarding status of payment for invoices and check requisitions
- Post payments and receipts to appropriate general ledger, client or vendor account
- Provide coverage in and back-up support to other areas of accounting as necessary
- Special projects as necessary.
- Actively engage in contract negotiations to ensure favorable terms and mitigate risks.
- Offer guidance on contracting standards to maintain consistency and compliance.
- Identify and assess risks associated with contracts, devising strategies to mitigate McKesson's exposure to such risks.
- Monitor adherence to internal McKesson and legal processes and policies to ensure compliance.
- Propose, develop, and implement contracting policies, procedures, and processes to enhance efficiency and effectiveness.
- Collaborate with attorneys and Legal Team members to review, update, and develop contract templates, including standard contracts and amendments.
- Assist in administrative tasks such as tracking contract status, filing, and organization to ensure smooth operations.
- Provide consultation on legal provisions embedded in contracts, proactively identifying potential legal and business concerns.
- Collaborate with attorneys, key business stakeholders, and operational experts to address and resolve legal and business issues arising from contracts.
- Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
Manager Office Services and Facilities
Sands Anderson PC
04.2020 - 12.2022
- Process incoming and outgoing U.S
- Mail, Certified Mail, FedEx and UPS
- Handle research of missing packages
- Handle large document copy projects
- Coordinate courier services
- Coordinate office moves and secure furniture when needed
- Manage internal office decor; coordinate cleaning and maintenance services with building management
- Handle scanning projects of mail and closed files
- Use the enhanced technology and equipment capabilities to complete large scanning/copy projects
- Order and stock supplies
- Pay vendor invoices
- Work with staff to move and process closed files
- Coordinate fire and emergency response.
- Developed detailed plans based on broad guidance and direction.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
Site Manager: Office Services
Epiq
03.2017 - 03.2020
- Works with clients to establish best practices which meet client needs and address any prioritization issues that may arise across projects
- Ensures that new team members are appropriately on-boarded and briefed on project requirements
- Consistently delivers proactive communication with clients and serves as point of escalation when necessary
- Provides team leadership to professionally develop and motivate staff members and allows them to assume additional responsibilities
- Manage document center, supplies, copiers, records and anything requested by firm.
Logistics Manager/Coordinator
FDH Velocitel
01.2015 - 03.2017
- Collaborate with staff to ensure BOMs are being processed
- Manage Vendor PO's, create VRPO's, approve invoices
- Analyze material usage patterns and stratify inventory stocking levels for cost effectiveness while ensuring materials are available when needed.
Materials Management Technician
Bon Secours - St. Francis Medical Center
03.2012 - 12.2014
- Developed comprehensive documentation procedures for all aspects of materials management operations, enhancing traceability and accountability throughout the organization.
- Researched and compiled information on variety of planning issues from multiple sources, prepared thorough reports and presented findings in [Type] meetings.
- Initiated strategic partnerships with key suppliers to secure long-term supply stability for critical materials.
Supply and Inventory Technician
Virginia Electronics
05.2011 - 03.2012
General Service Clerk/Records
O'Hagan Spencer, LLP
01.2007 - 05.2011
Records Clerk
Hunton & Williams LLP
03.2006 - 09.2006
Sheriff's Deputy
Henrico County Sheriff's Office
04.2002 - 07.2005
Education
Bachelor of Science - Recreation, Parks and Tourism
Virginia Commonwealth University
Richmond, VASkills
- Demonstrates sound professional judgment, logical reasoning, and critical thinking abilities
- Meticulous attention to detail, ensuring accuracy, timeliness, and organizational excellence
- Exceptional problem-solving skills, adept at finding effective solutions to complex issues
- Clear and effective verbal and written communication skills
- Proficient in Microsoft Office 365® applications, including Outlook, Word, Excel, PowerPoint, and OneDrive
- Highly responsive to the needs of both internal and external stakeholders
- Efficiently manages and prioritizes multiple competing tasks and responsibilities
- Possesses a strong, proactive work ethic, consistently striving for excellence and results
- Exceptional communication
- Inventory Management
- Business Needs Assessment
Professional Highlights
- Office Services and Facilities Manager responsible for six law office locations.
- Experienced in all facets of the legal industry from records management to trial preparation and billing.
- Prepared, tracked, invoiced and returned $3 Million worth of inventory to our client AT&T.
- Reviewed and Ordered BOM's per drawing specifications and request from Scoping and Engineering teams for AT&T Cell Tower builds.
- Assisted in the identification, development, and evolution of KPIs for FDH Velocitel.
- Used Six Sigma White training to reduce cost in respiratory department of St. Francis Medical Center.
- Re-engineered St. Francis Medical Centers Emergency Preparedness inventory.
References
- Carla Stone, Paralegal, 804.270.0191
- Kim Mawyer, Midkiff, Muncie & Ross, P.C, 804.241.8535
- Eric Blackburn, Jacob's, 804.928.4879
Timeline
Client Account Coordinator
Sands Anderson PC
12.2022 - Current
Manager Office Services and Facilities
Sands Anderson PC
04.2020 - 12.2022
Site Manager: Office Services
Epiq
03.2017 - 03.2020
Logistics Manager/Coordinator
FDH Velocitel
01.2015 - 03.2017
Materials Management Technician
Bon Secours - St. Francis Medical Center
03.2012 - 12.2014
Supply and Inventory Technician
Virginia Electronics
05.2011 - 03.2012
General Service Clerk/Records
O'Hagan Spencer, LLP
01.2007 - 05.2011
Records Clerk
Hunton & Williams LLP
03.2006 - 09.2006
Sheriff's Deputy
Henrico County Sheriff's Office
04.2002 - 07.2005
Bachelor of Science - Recreation, Parks and Tourism
Virginia Commonwealth University
Similar Profiles
LESLIE SHAWLESLIE SHAW
Staff Accountant at Sands, Gililland & Company, PCStaff Accountant at Sands, Gililland & Company, PC
Stanley DanielStanley Daniel
Optical Lab Technician at Dr. Keisha Sands, Sands Eye CareOptical Lab Technician at Dr. Keisha Sands, Sands Eye Care
Gerwyn LimGerwyn Lim
Intern at Marina Bay Sands Sands TheatresIntern at Marina Bay Sands Sands Theatres
Robert GreenwoodRobert Greenwood
Design Consultant at Mr. Fix-ItDesign Consultant at Mr. Fix-It
Jordan KemmerJordan Kemmer
LPN at Riverside NeurologyLPN at Riverside Neurology