Patricia R.

Financial Systems Manager
Manager
Hybrid
AmLaw 50
San Francisco, CA
9 years
Open to Opportunities
Professional Summary

Financial systems manager with 9 years in legal finance technology at AmLaw 50 firms. Specializes in ERP implementation, financial data architecture, and the intersection of billing systems and enterprise reporting. Comfortable working across finance, IT, and operations leadership.

Functional Expertise
Financial Systems & Technology
Financial Reporting & Analysis
Systems & Platforms
Elite 3E
Power BI
SQL
Key Accomplishments
  • Project-managed full Elite 3E implementation for 680-attorney firm — on time, $220K under budget, with custom reporting suite delivered at launch.
  • Designed SQL-based data pipeline connecting Elite 3E to Power BI, enabling real-time matter profitability reporting for the first time.
  • Led vendor selection process for new eBilling platform — evaluated 5 vendors, managed RFP, and guided implementation of winning platform in 5 months.
Professional Experience

Financial Systems Manager — Confidential AmLaw 50 Firm | 2020–Present | San Francisco, CA

Own financial systems roadmap and administration. Manage relationships with Elite, Power BI, and third-party vendors. Lead internal implementation team of 3.

Systems Analyst — Same Firm | 2016–2020

Financial Analyst — Regional Firm | 2014–2016 | San Francisco, CA

Education & Credentials

B.S. Information Systems & Finance — UC Berkeley, 2014

Opportunity Preferences
Type
Full-time
Interim / Project-based
Work pref.
Hybrid
Location
San Francisco, CA
Org. type
AmLaw 50
Contact Information
Contact info visible to approved members and employers only
Contact
Full-time
Interim / Project-based
Linkedin
Hybrid
Phone Num
San Francisco, CA
Address
AmLaw 50