Legal Finance & Accounting Operations Specialist | 7+ Years of Experience in Case Management, Healthcare Support & Executive Assistance

Partnered directly with the CFO on high volume legal finance operations, reporting accuracy, process improvement, and accounting workflow

control across Litify/Salesforce, Sage Intacct, Bill.com, and Excel.

● Created DocNova, an AI assisted check and deposit matching workflow designed to improve scanned check review, matter matching, and

deposit validation in Litify using processed check stacks and historical deposit reports as ground truth.

● Built Excel based reporting templates, formulas, and macros for case expenses, interest, and case handling fees, consolidating Litify and Intacct

data and making missing or inconsistent entries easier to identify before final review.

● Managed daily accounting workflows tied to settlement checks, deposits, attorney fees, case expenses, provider balances, disbursement

support, and credit card audits.

● Supported a high volume legal finance operation with 500+ disbursed matters, 1,200+ settlement checks, and nearly 5,000 checks cut in a

month.

● Reviewed financial records, matter level data, provider balances, expenses, and settlement information to investigate discrepancies and improve

the reliability of accounting reports.

● Coordinated execution for a four person offshore accounting team through trackers, process notes, QA reviews, recurring issue follow up, and

workflow visibility.

● Supported disburse

Managed a high-volume personal injury caseload, keeping legal, medical, and financial documentation organized and updated for attorneys and

case teams.

● Requested and reviewed medical records and billing documents, prepared settlement and reduction letters, and supported provider and lien

follow up.

● Coordinated client, provider, attorney, and internal team communication in English and Spanish, keeping next steps clear and deadlines visible.

● Maintained case data quality by identifying missing information, organizing files, updating records, and supporting calendar and task tracking.