Experience

Cozen O'Connor

• United States
• Law Practice
• 300 - 400 Employee

• Director Of Business Operations

  • Apr 2020 - Present

  Lead Business Operations team in providing financial oversight for legal department and practice chairs, including planning and ongoing management against financial and non-financial goals and metrics to assist practices in meeting firm expectations.Partner with the various administrative functions within the firm, including Finance, Case Management, IT, etc., to provide insight and guidance into the business and ensure the operational needs of the business are being met.Partner with Data Analysis and FP&A teams on various projects and recurring processes, including but not limited to, annual budgeting, monthly P&L analysis, and management reporting.Partner with Director of Pricing & Profitability to leverage profitability models and market intelligence for evaluating and recommending changes to new and existing fee arrangements, and to build client relationships aligned with firm strategy.Lead integration efforts for lateral acquisitions related to onboarding of clients, matters, rates, etc.Provide oversight, leadership and mentoring to Business Operations team to develop team members’ skills and abilities for furthering the team’s mission.



Cozen O'Connor Public Strategies

• United States
• Government Relations Services
• 1 - 100 Employee

• Business Operations Manager

  • May 2018 - Apr 2020

  • Support the Business Law ($120M/ 179 attorneys) and Intellectual Property ($36M/ 53 attorneys) department and practice chairs through financial oversight, including planning and ongoing management against financial and non-financial goals and metrics through the leveraging of key performance indicators to assist the practices in meeting firm expectation• Build productive and positive relationships across numerous administrative groups throughout the firm, including Finance, Case Management, Marketing, IT, Recruiting and Office Managers to ensure the operational needs of the business are being met.• Manage the matter life cycle of department matters: Intake  time input billing collections closure and document storage• Lead integration efforts for lateral acquisitions to ensure ease of transition for new attorneys • Liaise with marketing staff in coordinating responses to RFPs and pitches through analysis and lawyer/client consultations to help determine fee arrangements that will satisfy client expectations while ensure firm profitability



Cozen O'Connor

• United States
• Law Practice
• 300 - 400 Employee

• Business Manager

  • Aug 2010 - Apr 2018

  • Consult with senior management on a regular basis to provide value-added insight on financial performance and identify potential needs• Report financial projections, budgets, forecasts, and monthly financial reports and commentary to Managing Partners• Manage the input of time, billing of time and cost and collection of outstanding receivables to maximize profits for the nine practice groups under the Business Law umbrella• Provide support to legal management to ensure proper levels of performance are maintained and that corrective action is taken if performance falls below acceptable levels.• Create profitability analysis for fixed fee arrangements, clients and attorneys• Developed reporting to monitor the integration of lateral hires as they join the firm to monitor performance for senior management



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Sr. Financial Analyst

  • Dec 2008 - Aug 2010

  • Supported a national line of business ($780 million in revenue), working directly with senior leadership, providing value-added analysis and insight into monthly financials• Engaged in the monthly reconciliation of financial data.• Conducted regular employee productivity and profitability analysis. • Performed monthly financial close, including the preparation of general ledger entries, income statements and written commentary of results.• Proactively identified and communicated potential risks and/or opportunities that may impact the financial results of the firm.• Actively contributed to an Integration team tasked with future state reporting, used globally by all segments in the firm• Created merger to conversion reporting for senior management• Coordinated and developed annual plans and quarterly forecasts with leadership across the globe



GMAC Residential Capital, LLC

• Sr Financial Analyst

  • Dec 2005 - Dec 2008

  • Supported restructuring initiatives for both the CFO organization and US Lending Business groups• Developed management tools to measure and analyze financial and operational information (e.g. financial ratios, key performance indicators, pull through trends, integrated budget model, and management reports) • Identified opportunities to improve performance in targeted revenue and expense areas • Developed annual business plans and monthly forecasts for Divisional and Regional Managers ($70 million in annualized expenses) • Led efforts to eliminate trailing expense from closed cost centers resulting in an annualized cost save of $0.5 million



M&T Bank

• Analyst

  • 2002 - 2005