Steven Shipley
Scottsdale,AZ
Summary
Diligent and driven Controller who has achieved success in a variety of roles with increasing levels of responsibility. Eager to leverage analytical skills and client-centric mindset, aspires to provide personalized financial solutions and build lasting relationships in the financial services industry.
Overview
11
11
years of professional experience
Work History
Controller
BWW Law Group, LLC
09.2022 - Current
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Spearhead the preparation and leadership of weekly meetings with upper management, focusing on the continuous improvement of the case management system.
- Oversee a Billing team comprising ten members, ensuring that workloads are efficiently managed and completed within established timelines. Implement performance metrics and strategies to optimize team productivity and accuracy.
Billing Team Lead
BWW Law Group, LLC
09.2015 - 09.2022
- Researched and resolved billing discrepancies to enable accurate billing.
- Assisted with billing inquiries and provided timely responses to enhance customer satisfaction.
- Provided excellent customer service, developing and maintaining client relationships.
- Worked with multiple departments to check proper billing information within case management system
Financial Auditor
Morris|Schneider|Wittstadt
06.2013 - 09.2015
- Assessed risks and internal controls by identifying areas of non-compliance and evaluating manual and automated financial processes.
- Updated case management system in strict compliance with government and bank directives, ensuring accuracy and adherence to regulatory requirements.
- Selected for various business trips aimed at increasing efficiency and effectiveness within case management system, showcasing a commitment to advancing organizational goals through hands-on collaboration and problem-solving.
Education
Bachelor of Science - Accounting
York College of Pennsylvania
York, PA05.2013
Skills
- FINRA SIE License
- NASAA Series 66 License
- Goal-oriented
- Flexible
- Effective Communication
- Attention to detail
- Internal Control Management
- Financial Reporting
Timeline
Controller
BWW Law Group, LLC
09.2022 - Current
Billing Team Lead
BWW Law Group, LLC
09.2015 - 09.2022
Financial Auditor
Morris|Schneider|Wittstadt
06.2013 - 09.2015
Bachelor of Science - Accounting
York College of Pennsylvania
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