ACCOUNTS PAYABLE AND RECEIVABLE/ LEGAL ASSISTANT

maintains accurate records of valuable company information by entering new and updated information and preparing source files that they will use in computerized formats and tracking.

Assist case managers in managing personal injury cases from intake through resolution. Communicate with clients to provide updates, gather information, and respond to basic inquiries. Obtain and organize medical records, bills, police reports, insurance documentation, and other evidence. Maintain case files in both physical and digital formats, ensuring accuracy and confidentiality. Schedule appointments, depositions, medical evaluations, and meetings. Prepare correspondence, demand packages, and routine case-related documents under supervision. Track medical treatment progress and update case managers and attorneys accordingly. Monitor deadlines and assist in ensuring timely submission of required documents. Liaise with insurance companies, medical providers, and other third parties as directed. Provide general administrative support such as data entry, scanning, filing, and phone coverage.

Supervise and mentor AP/AR staff, providing training, guidance, and performance feedback. Allocate workload, monitor team productivity, and ensure deadlines are met. Act as the first point of escalation for issue resolution within the AP/AR team. Foster a collaborative and accountable team environment.

I manage a wide range of accounts payable responsibilities, including reconciling credit card and vendor statements and processing payments through QuickBooks with accuracy and timeliness. Beyond technical execution, I supervise and mentor AP/AR staff by providing hands-on training, guidance, and constructive performance feedback. I also allocate workloads, monitor productivity, and ensure that all deadlines are consistently met. As the primary point of escalation for issue resolution, I am skilled at troubleshooting challenges, maintaining vendor relationships, and ensuring smooth operational flow. What sets me apart is my ability to balance detail-oriented financial work with leadership. I foster a collaborative and accountable team environment where staff feel supported and motivated to perform at their best. This combination of technical expertise and people leadership has allowed me to consistently improve processes, strengthen internal controls, and drive efficiency across AP/AR functions.