Experience

Mills & Reeve

• United Kingdom
• Law Practice
• 700 & Above Employee

• Finance Systems Executive

  • Sep 2023 - Present



Clarke Willmott

• United Kingdom
• Law Practice
• 400 - 500 Employee

• Finance Systems Analyst

  • Feb 2023 - Sep 2023

  • Support system testing in 3e. • Manage Finance Systems inbox. Prioritising workloads and completing tasks in line with SLA Agreements. • Run a daily Intapp time report for un-posted time. • Run a daily Balance sheet report flagging any discrepancies to the Systems Manager. • Set up and maintain Rates effectively in the system in line with CAL's and GAL's. • Review rate groups daily, adding new Client's and matters, revaluing time accordingly. • Opening and Closing of matters/clients within 3E following strict AML rules. • Assist with the set up of Payers within 3E ensuring these are set up in the correct format for billing purposes. • Maintain user access roles, system dropdown options, Dashboards and users within 3e. • Report and Communicate system issues in a prompt, clear and concise manner. Show less



Mills & Reeve

• United Kingdom
• Law Practice
• 700 & Above Employee

• Finance Operations Assistant

  • Nov 2018 - Jan 2023

  • process office and client receipts- FP’s, TT’s and BAC’s in line with SRA/AML rules • deal with UK and international office and client account payments • process Office to Client and Client to Office transfers, as well as Inter-Account Transfers (IAT’s) • post client to client journals • daily cheque diary and banking of office and client cheques • take credit card payments from clients via WorldPay and Global Payments • post daily Direct Debits of Land Registry and SearchFlows as well as Standing Orders • review and resolve surplus client account balances • resolve unpresented cheques queries •generating virtual cards once purchase orders are raised • liaise with other offices to answer any queries and provide support to Lawyers • identify and report breaches of solicitor’s account rule to the SRA Compliance Manager Show less