Josh Kay

Finance Systems Analyst at Howard Kennedy LLP
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Contact Information
us****@****om
(386) 825-5501
Location
Frimley, England, United Kingdom, UK

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Credentials

  • PRINCE2 Foundation Certificate in Project Management
    AXELOS Global Best Practice
    Oct, 2018
    - Nov, 2024
  • AAT Affiliate Member
    AAT
    Jul, 2014
    - Nov, 2024
  • PRINCE2 Practitioner Certificate in Project Management
    AXELOS Global Best Practice
    Oct, 2018
    - Nov, 2024

Experience

  • Howard Kennedy LLP
    • Legal Services
    • 300 - 400 Employee
    • Finance Systems Analyst
      • Jan 2021 - Present

      * Supporting all users using 3E * First line for creating users, system administration, bank creation, phase task activity, rate exceptions, matter and client management * Diagnosing issues and reporting to TRE * Ad hoc Training of 3E in front end processes for Fee Earners and Finance users * Creating reports using SQL and developing them in Visual Studio for SSRS (including cross database reporting) * Assisting front end users with Carpe Diem * Using Halo ticketing system to answer queries and Knowledge Base to create user guides * Assisting in projects (change to Intapp Time) providing knowledge of system from a front end user perspective and helping with migration and integration of 3E data * Testing and reviewing system updates in 3E, liaising with Thompson Reuters and external consultants * Assisting Training Team with documentation updates and providing training cover on 3E for new starters * Creating data integrity reports to maintain up to date information within 3E * Creating users and relevant information in Mattersphere for matter creation * Running Month End procedures and producing Month End Report Packs Show less

  • Insight Legal Software
    • United Kingdom
    • Software Development
    • 1 - 100 Employee
    • Enterprise Consultant
      • Aug 2020 - Dec 2020

      * Liaising with subject matter experts in areas of law* Understanding the matter types (Family Law, Conveyancing, etc.) in order to create workflows using Visio or Lucid Chart* Mapping processes into individual tasks and phases creating milestones and action points* Scheduling review points in order to establish whether the workflow meets client needs* Updating Directors and other internal/external stakeholders regarding progress* Working with Developers on the best approach to fulfil clients request * Scheduling deployment, training and post review with clients using YouTrack Show less

    • Training and Support Analyst/Project Assistant
      • Apr 2019 - Aug 2020

      *Supporting clients with queries - accounting issues regarding client and office ledgers, software issues and basic SQL server problems*Training new and existing users on system set up, accounts posting and formatting documents *Checking conversions and performing trial 'show arounds' for clients to check data*Escalating system issues to development and see through to resolution with client*Writing training guides and updating upon new system releases*Liaising with subject matter experts (solicitors) in areas of law*Understanding the matter types (Family Law, Conveyancing, etc.) in order to create workflows*Mapping processes into individual tasks and phases creating milestones and action points Show less

  • Wilson Legal Solutions
    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Business Consultant
      • Feb 2019 - Apr 2019

      * Experience with Lexis One, creating Billing Manuals and Process Guides * Leading meetings to map system processes * Discussing Business Intelligence methodology and dynamics * Testing BI Dashboards - creating user stories, updating log sheets and review of updates * Consulting on 3E integration with regards to processes * Experience with Lexis One, creating Billing Manuals and Process Guides * Leading meetings to map system processes * Discussing Business Intelligence methodology and dynamics * Testing BI Dashboards - creating user stories, updating log sheets and review of updates * Consulting on 3E integration with regards to processes

  • Clyde & Co
    • United Kingdom
    • Law Practice
    • 700 & Above Employee
    • Finance Systems Business Analyst - Time & Billing
      • Jan 2017 - Jan 2019

      * Testing and reviewing system updates in 3E, liaising with Thompson Reuters and external consultants.* Using XML data to request, review and test bill template updates to deployment deadlines throughout the year. This includes updating and maintain issue logs.* Monitor Elite Design Gallery servers and resolve any issues that occur.* Liaise with TRE regarding system performance issues to resolve.* Assist with complicated user support issues when Finance System Support Analyst’s cannot resolve.* Using SSRS Reporting and running SQL's for data analysis* Assisting Training Team with creating and updating billing documentation for users globally Show less

    • Finance Systems Support Analyst
      • Dec 2015 - Dec 2016

      * Supporting Finance users with 3E – user error, training or reporting set up errors to software company. This can be over the phone, when proxied onto their computer or in person.* Assisting Fee Earners with navigation of the system and how to use as a reporting tool for cases that they have worked on and create reports.*Assisting front end use of Intapp Time and Intapp Open queries* Updating background reporting data so credit for legal matters is assigned the correct parties.* Assisting Fee Earners with input of time when errors occur.* Being the link between system users and the software development team to come up with solutions when problems occur or additional requests for amendments to the system are made. Show less

    • Billing Assistant
      • Oct 2014 - Nov 2015

      * Issuing bills and credit notes for partners, case-handlers and reporting in Elite Enterprise.* Dealing with queries relating to billing via email and telephone, using Elite.* E-billing using the Tymetrix system.* Chasing partners and case-handlers regarding their outstanding bills and queries.

  • Funeral Partners Limited
    • United Kingdom
    • Consumer Services
    • 100 - 200 Employee
    • Accounts Assistant
      • Oct 2012 - Sep 2014

      * Managing all daily bank activity using Navision. * Bank reconciliations of main account and donation accounts. * Updating Petty Cash for 70 branches and inputting into Navision. * Updating Navision with all branch cheques written out for disbarment costs. * Maintaining client accounts – assisting branches by updating client information, allocating direct payments received, updating Navision with all cash, cheque and credit card payments received from clients. Issuing refunds to clients who overpaid. * Allocating and updating Navision with all supplier payments taken. * Assisting with month end duties – such as accruals, reconciliations and queries for accounts payable and receivables. * Update Hire Purchase reconciliation * Input Rates prepayments and reconciliation * Ad hoc duties (Signatory List updating, technical support with spreadsheets, branch queries and bank queries) Show less

Education

  • BPP University
    Accounting and Finance
    2013 - 2014
  • University of Surrey
    Higher National Certificate, Economics
    2009 - 2011

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