David W.

Financial systems specialist with 10 years leading ERP and practice management platform implementations at AmLaw 100 firms. Track record of delivering complex system migrations on time, on budget, and with measurable improvement in financial reporting accuracy and billing cycle efficiency.

• Delivered Elite 3E to SurePoint migration for 750-attorney firm — 4-month implementation, zero billing interruption, $380K under budget.
• Built automated financial reporting suite in Power BI replacing 14 manual Excel models, saving finance team 60+ hours per month.
• Designed and implemented data governance framework covering all financial data flows across billing, collections, and GL systems.

Financial Systems Lead — Confidential AmLaw 100 Firm | 2021–Present | Houston, TX

Own all financial systems strategy and roadmap including practice management, eBilling, and reporting infrastructure. Manage vendor relationships and internal implementation team of 4.

Systems Implementation Manager — Legal Technology Consulting Firm | 2016–2021 | Houston, TX

Led end-to-end implementations of Elite 3E, Aderant, and SurePoint at 8 AmLaw 200 clients. Specialized in data migration and post-go-live optimization.

B.S. Information Systems — University of Houston, 2015