Experience

Aronson Mayefsky & Sloan, LLP

• United States
• Law Practice
• 1 - 100 Employee

• Billing Manager

  • Nov 2021 - Present



Long Tuminello, LLP

• Bay Shore

• Billing Manager

  • Jan 2014 - Nov 2021

  · Perform client billing and collection activities for assigned clients · Monitor and manage outstanding accounts receivable, unapplied funds and collection efforts · Generate and review prebills for attorneys at the beginning of each month, and review for misallocated time and ensure time entries are in accordance with client specific rates · Pull back up of costs to include with final invoices based on clients billing requirements · Review write offs and client discounts, monitor payments from clients, and coordinate collection efforts, and enter status updates in firms billing database · Prepare electronic invoices and submit to clients via their designated electronic billing system · Make daily deposits and record all cash receipts, ACH payments, and coordinate incoming and outgoing wire transfers · Enter Accounts Payable in QuickBooks and disburse funds to vendors in a timely manner · Prepare weekly and daily cash flow documents for multiple bank accounts and reconcile said accounts monthly, including attorney escrow accounts and credit cards · Assist in preparing year-end financial reports inclusive of 1099 documents · Manage employee benefits and other firm insurances · Prepare weekly payroll in ADP, manage 401k contributions, monitor PTO, and employee reviews Show less



Steven L. Levitt & Associates

• Mineola

• Controller

  • Feb 2012 - Jan 2014

  · Properly documented all financial functions by preparing weekly cash flow statements · Reconciled bank, investment and 401k statements · Prepared payroll, monitored PTO and managed firm insurances · Compile and bill attorney hours to clients monthly, managed firm disbursements, and process payments · Researched and responded to inquiries regarding billing, accounts receivable and accounts payable · Managed travel and special projects for attorneys and coordinated meetings with clients Show less



Bruno, Gerbino Soriano & Aitken

• United States
• Law Practice
• 1 - 100 Employee

• Electronic Billing / Accounts Receivable Coordinator

  • Nov 2010 - Feb 2012

  · Compile and bill attorney hours to clients monthly, review and edit pre-bills, and process write off’s · Handled a high volume of bills per month, inclusive of electronic billing such a LEDES, Legal Exchange, TyMetrix, CounselLink · Make certain all timekeepers and rates are up to date on sites · Track status of bills submitted, identify issues, and work to address rejections and reductions as they arise · Monitor payment of assigned client accounts receivable and coordinate collection efforts Show less



IPLA, LLP

• United States
• Law Practice
• 1 - 100 Employee

• Loan Processor

  • Jun 2009 - Jun 2010

  Verify, compile, and type application information for mortgage loans, Call specified companies to obtain property abstract, survey, and appraisal, Submit mortgage loan application file for underwriting approval, Record data on status of loans, including number of new applications and loans approved, canceled, or denied, Negotiate with Lenders on the terms of the loan modification, Provide customer service to clients/lenders, Work up and send out reinstatement quotes and payoffs, Negotiate with creditors on debt settlement agreements. Prospect new customers, including cold calling and external sales calls. Show less



The Gemini Companies (Now Ultimus Fund Solutions)

• United States
• Financial Services
• 1 - 100 Employee

• Mutual Fund Accountant

  • Oct 2006 - Jun 2009

  Day to day accounting functions for multiple mutual funds, NAV reporting, Update & monitor daily trading, general ledger activity & daily pricing of funds. Preparation & reconciliation of daily trial balances for assigned funds, Reconciliation of fund records to custodian, Preparation of weekly & monthly reconciliations, & periodic auditor requests. Foreign Exchange & Corporate action experience. Assistance with coverage of other funds & projects as needed. Day to day accounting functions for multiple mutual funds, NAV reporting, Update & monitor daily trading, general ledger activity & daily pricing of funds. Preparation & reconciliation of daily trial balances for assigned funds, Reconciliation of fund records to custodian, Preparation of weekly & monthly reconciliations, & periodic auditor requests. Foreign Exchange & Corporate action experience. Assistance with coverage of other funds & projects as needed.



Long Island Nail Skin & Hair Institute

• Higher Education
• 1 - 100 Employee

• Bookkeeper/Admin Assistant

  • Oct 2003 - Jun 2009

  Record accounts receivables/payables & prepare invoices in QuickBooks, 1098's, prepare collections statements & expense reports, filing, Student enrollment, receptionist & clerical duties, customer service, typing, cash handling, appointment setting, calendar management, manage travel planning & special projects for president, coordinate meetings with internal and external attendees. Record accounts receivables/payables & prepare invoices in QuickBooks, 1098's, prepare collections statements & expense reports, filing, Student enrollment, receptionist & clerical duties, customer service, typing, cash handling, appointment setting, calendar management, manage travel planning & special projects for president, coordinate meetings with internal and external attendees.



Owen Petersen & Co; CPA's

• Intern

  • Jan 2005 - Jun 2006

  Record accounts receivables/payables, prepare invoices, enter checks, pay bills, create financial reports, prepare bank reconciliation statements, payroll (ADP), prepare audit/review binders, depreciation schedules, assisted with audit testing. Record accounts receivables/payables, prepare invoices, enter checks, pay bills, create financial reports, prepare bank reconciliation statements, payroll (ADP), prepare audit/review binders, depreciation schedules, assisted with audit testing.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Teller

  • Sep 2001 - Sep 2003

  Process customer transactions, cash handling, customer service to individual consumers, establish and control customer files, meeting weekly quotas, offering financial products and services to individual consumers, promote consumer services and products, knowledge of telephone & PC banking, opening checking/savings accounts. Process customer transactions, cash handling, customer service to individual consumers, establish and control customer files, meeting weekly quotas, offering financial products and services to individual consumers, promote consumer services and products, knowledge of telephone & PC banking, opening checking/savings accounts.