Loo Kar Yee

Dynamic Account Executive with 14years of experience in the accounting field, proficient in Microsoft Office(Word, Excel), ERP, UBS, and SQL systems. Recently graduated from a Common Executive MBA (2025), highly motivated to leverage stronganalytical, accounting, and system skills to drive results, add value, and grow with your organization.

• Managed and maintained assigned client accounts as theprimary point of contact between clients and the legal firm
• Handled client onboarding, including collection of requireddocumentation, verification of client information, andadherence to KYC and AML requirements
• Prepared, issued, and followed up on invoices, fee notes,and billing statements in line with agreed fee structuresand engagement letters
• Monitored accounts receivable, tracked outstandingpayments, and coordinated with clients to support timelysettlement of legal fees
• Maintained accurate, up-to-date client financial records,including trust account transactions, disbursements, andretainers
• Liaised with lawyers, partners, and support staff to ensureaccurate billing, correct allocation of charges, and smoothcase-related financial processes
• Prepared periodic financial reports on client accounts,outstanding balances, and revenue summaries formanagement review
• Ensured compliance with internal financial controls, legalaccounting standards, and regulatory requirementsapplicable to law firms
• Assisted with audit preparations by providing requireddocumentation and explanations related to client accountsand transactions
• Supported administrative tasks related to client accountmanagement, including filing, documentation control, andsystem updates

MBA - Graduated in Nov 2025