Don Bateman

Photocopying Documents

Filling

General Office Duties

• Monitored accounts payable and receivable status and delegated tasks as needed.
• Reconciled all expenses and accounts, including company credit cards and expense accounts.
• Posted financial data in Excel spreadsheets and managed inventory.
• Gathered all banking transactions via statements, recorded activity in excel format and reconciled balances.
• Managed invoices, credits and refunds in Arista, maintaining accurate filing of details for traceability purposes.

• Worked closely with Lawyers to solve problems and handle customer concerns.
• Managed my own Workflow to keep up to date with billing targets
• Reading Ledgers to help out Fee Earners with queries
• Learning Billing Processes for each Individual client
• Create Billing Reports for Lawyers

• Worked closely with Lawyers to solve problems and handle customer concerns.
• Bank Reconciliation
• Applying Payments & Receipts to correct Ledgers
• Petty Cash
• Reading Ledger to help Lawyers and Admins with ledger queries
• Creating Reports for Financial Transaction
• Expert in Aderant
• Helping Comply with the Financial Side of Claims Provision

• Designed and monitored underwriting scorecards and related predictability.
• Investigated allegations to check validity and recommend actions to minimize risk.
• Built and harmonized operations reports for team leaders, senior managers and executives, supervising automation of reports and data sources to eliminate errors.
• Produced accurate and timely collections reports, facilitating measurement, decision-making and engagement with customers.
• Virtualised or graphically visualised system operations to identify areas for improvement
• Modified current systems to enhance workflows and meet new needs.

• Completed and filed confirmation statements for all BLM accounts since 2021.
• Made Changes to Business on Companies House i.e Members Leaving.
• File Account Statement for Dormant Accounts

• Managed customer accounts for maintaining positive client relationships.
• Tracked outstanding debtor balances and collected incoming cash on accounts whilst maintaining good customer relationships.
• Delivered consistent financial support to maximise corporate sales and profit.
• Chased clients to procure payments in line with agreed terms and conditions.
• Followed up monthly statements with courtesy calls to customers.
• Identified most pressing client debt cases to pursue.
• Developed and cultivated strong professional relationships across company departments.
• Resolved escalated issues efficiently, reducing potential damage to customer relationships.