Financial Manager at Strunk Dodge Aiken Zovas, LLC
- Hartford, Connecticut Area
- Legal Services
Caitlyn Bouchard's Overview
- Financial Manager at Strunk Dodge Aiken Zovas, LLC
- Assistant Office Manager and Paralegal at Michael A. Neufeld & Assoc., LLC
- Financial Manager and Paralegal at Czepiga Daly Dillman
- Litigation Paralegal Intern at Shipman & Goodwin LLP
- Paralegal at Sabia, Taiman, Moskey, Albano & Shea, LLC
- Mortgage Processor at Welcome Home Mortgage
Caitlyn Bouchard's Summary
I’m certain that my educational and professional experiences, coupled with my strong work ethic, would enable me to succeed at any company. I’m extremely organized and able to work on multiple tasks at once, while paying attention to the detail that each task requires in order to complete the task in a timely manner. I’m looking for a position to challenge my skills that I learned over the nine years. My ability to learn quickly and efficiently has helped me gain many of my current skills in communication, organization and computer programs and I believe that my willingness to learn and expand my skills will enable me to become a great asset for your company. My resume, as well as my references, show that I have the experience, drive, motivation and determination to succeed.
• 9 years experience as a bookkeeper and paralegal.
• 7 years experience as an administrative assistant.
• Hard working and dedicated individual who learns quickly.
• Goal-oriented individual with strong leadership capabilities.
• Organized, highly motivated, creative and the ambition to be successful.
• Ability to work with others and create a strong working environment.
• Capable of working under pressure and meeting deadlines as scheduled with the quality of work desired.
• Strong computer skills and knowledge of many software and online applications, including Word, Excel, PowerPoint, Outlook, QuickBooks, PC Law, Amicus, Workshare, Adobe, Lackner and CATIC Software
Caitlyn Bouchard's Experience
Assistant Office Manager and Paralegal
Privately Held; 1-10 employees; Law Practice industry
July 2012 – Present (2 years 4 months) Milford, Connecticut
•Responsible for handling Estate Planning and Estate Administration Files.
•Preparation of US 706 Tax Returns.
•Responsible for handling and coordinating IT support and maintenance.
•Organizing of client’s assets and mutual funds.
•Ordering, assembling and maintaining corporate minute books.
Financial Manager and Paralegal
Czepiga Daly Dillman
November 2009 – March 2012 (2 years 5 months) Newington, CT
•Responsible for handling accounts payable and receivable.
•Creating and editing pre-bills for all clients as well as final billing of clients.
•Creating and maintaining the firm’s budget of income and expenses.
•Preparing weekly as well as monthly reports for senior partners regarding income and expenses.
•Prepare, maintain and distribute payroll for all employees.
•Responsible for maintaining and organizing the firms 401k and insurance.
•Responsible for balancing and maintaining 3 different bank accounts.
•Responsible for insurance and 401k audits.
•Responsible for handling residential real estate files.
Litigation Paralegal Intern
Partnership; 201-500 employees; Law Practice industry
January 2009 – October 2009 (10 months) Hartford, Connecticut Area
Preparation of court notebooks.
Reviewing clients files, medical records and statements.
Sabia, Taiman, Moskey, Albano & Shea, LLC
July 2005 – December 2008 (3 years 6 months) Hartford, Connecticut Area
Responsible for handling residential real estate files. Reviewed initial purchase agreements and coordinated with other parties (buyer, seller, title companies, opposing counsel, lender), prepared closing checklist, drafted deeds, ordered and reviewed title searches, ordered title commitments and/or closing protection letters, reviewed legal descriptions of the property and tracked against map, if available and obtain closing figures from banks.
Responsible for handling commercial real estate files. Reviewed purchase agreements, drafted and revised all loan documents for commercial loans in accordance with the banks procedures, obtained certificates of good standing/certificates of existence, drafted Uniform Commercial Code (UCC) financing statements amendments, extensions, and/or terminations, researched liens in connection with corporate acquisitions and financing, finalize closing checklists, organized closing folders, attended closings and assisted attorney in activities regarding execution of closing documents and notarized documents upon execution.
Responsible for organization of new corporations and LLCs including drafting and filing of Articles of Organization and/or Certificates of Incorporation, drafting of Bylaws and Operating Agreements, drafting of notices of organizational meetings and resolutions to be adopted, drafting annual minutes of organizational meetings and drafted and filed annual reports. Ordered, assembled and maintained corporate minute books.
Prepared and filed application for federal employer identification numbers. Drafted and/or proofed employment agreements and confidentiality agreements for corporate officers and key employees.
Prepare, maintain and distribute payroll.
Accounts payable and receivable.
Oversee daily office operations, managing up to 6 employees and 7 attorneys.
Oversee and maintain all office equipment.
Order and distribute office supplies for 3 offices.
Balance and maintain 5 business checking accounts.
Partnership; 11-50 employees; Real Estate industry
2004 – 2005 (1 year)
Processed and reviewed all mortgages
Caitlyn Bouchard's Skills & Expertise
- Microsoft Office
- PC Law
- Catic Software
- Microsoft Excel
Caitlyn Bouchard's Education
Contact Caitlyn for:
- career opportunities
- consulting offers
- new ventures
- expertise requests
- reference requests
- getting back in touch