YAN CAO
Brooklyn,NY
Summary
Seasoned financial professional with a proven track record at Fabiani Cohen & Hall LLP, take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, dispatching, database management, vendor negotiations and contract management. Recognized for exemplary customer service and team collaboration.
Overview
26
26
years of professional experience
Work History
Appeal/Budget Coordinator
Fabiani Cohen & Hall LLP
04.2019 - 05.2024
- Appeal - responsible for deduction on legal bills - need to provide what is needed to appeal the deduction amount on legal bills
- Budget – run reports using Aderant, Juris and Juris Suite in order to figure it out what phase needs to increase and report to the handle attorney to provide update budget to a case request by the adjuster
- Then upload new budget to billing site as needed
- Write Off reminding balance from clients’ account if not appealable for monthly closing
- A/R Back Up – post wires and checks payment to clients’ accounts accordingly
- Billing Coordinator – pull out unbilled time once a month and upload into the 7 or more billing sites: Legal-X, CouncileLinks, Thomas Routers, TyMextric 360, AIG, BottomLine, OneBeacon, Great American
- Create new employees ID and timekeepers into Juris and Juris suite for billing purposes
- Create split case in Juris for tender cases
- Train new biller coordinator
Accounts Manager/Billing
Pardalis & Nohavicka, LLP
07.2018 - 04.2019
- Monthly billing to clients for all cases using Clio
- Manage Accounts Payable including office expense and reimburse checks to staff + partners
- Manage Accounts Receivable including bank deposit and post all payments from client accordingly
- Processing bi-weekly payroll for the law firm
- Performs bank and credit card reconciliations
- Making collection calls and emails while maintaining strong relationships with billing contacts
- Open new cases and send payment link to client for payment
- Prepare disbursements statement for settled cases
- Prepare W9 as requested by clients
- Assist Accountant with 1099 forms at the end of the year
A/P, A/R & Bookkeeper
Interfysio, LLC
09.2013 - 07.2018
- Enter time sheets in shiftboard, min
- Of 50-100 time sheets per week
- Process invoices weekly using online QB and Excel spread sheet for another part of billing
- Collection: contact clients weekly follow up with payments and outstanding invoices
- Response to discrepancy of invoices from facilities
- File medical claims
- Report to Director with update on all outstanding account twice a month
- Write checks to pay expenses and reimbursement to employees
- Bank deposit and posted checks into QB
- Communicate with Physical Therapies for time sheets and home care patients’ update schedules
A/P, A/R & Bookkeeper
The World of Golf, New York NY
06.2004 - 09.2013
- Process over 600 invoices weekly using MAS90
- Prepare monthly and fiscal year annual reports
- Check drop ship invoices using Sales Point to make sure the invoices are not missed bill or short ship Inventories
- Work closely with our Vendors’ Credit and Customer Services Dept
- Process invoices payment for expenses and inventories
- Insure timely and accurate payment for inventory and expense invoices payments
- Provide clerical support in accounting department
- Prepares all relate accounting worksheets and coordinates with other accounting staff
- Response to charge back
- Balance two stores daily income weekly
- Do bank reconciliation on a daily basic
- Collect cash from registers and deposit to the bank
- Post checks to A/R report after bank deposit
- Over look petty cash flow in the office
- Assists the President of the company with special financial and managerial projects as needed
Manager Assistant
Washington Computer Services
12.1997 - 05.2003
- Handled over $125k bid proposals
- Assisted VP with her bib proposals, and phone calls
- Obtained competitive pricing from top distributors in channel
- Responded to write and telephone request bid proposals
- Managed to process 10-20 purchase to obtain product information, such as price, availability and delivery schedule
- Maintained procurement records, such as item and services purchased, cost, product quality, performance and inventories
- Organized and maintained 25-30 clients credit accounts and other administrative duties
- Selected by VP to train new employees in sales and on Quote Desk and MAS 90
- Helped receptionist with heavy incoming phone calls, date entry and filling
Education
Accountant -
New Technologies Info. Institute
10.2013
Bachelor of Science - Business Management & Finance
Brooklyn College
Brooklyn, NY01.1997
Skills
- Accounts Payable Processes & Management
- Spreadsheets & Accounting Reports
- Invoices/Expense Report/Payment Transactions
- Ten-Key: 9500spm
- Assist with fiscal year end reports
- Data Entry: 8000spm
Technologysummary
- On-line and Office QuickBooks
- MS Office (Word, Excel)
- Outlook
- MAS90
- DropBox
- Google Drive
- Basecamp
- Clio
- Aderant
- Juris and Juris Suite
Timeline
Appeal/Budget Coordinator
Fabiani Cohen & Hall LLP
04.2019 - 05.2024
Accounts Manager/Billing
Pardalis & Nohavicka, LLP
07.2018 - 04.2019
A/P, A/R & Bookkeeper
Interfysio, LLC
09.2013 - 07.2018
A/P, A/R & Bookkeeper
The World of Golf, New York NY
06.2004 - 09.2013
Manager Assistant
Washington Computer Services
12.1997 - 05.2003
Accountant -
New Technologies Info. Institute
Bachelor of Science - Business Management & Finance
Brooklyn College
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