Amy Dolma

Commercial Real Estate Law Firm

Assistant Controller at Cassin & Cassin LLP (2018-04 – 2026-04)

Commercial Real Estate Law Firm

• Reconciled operating account, escrow account, petty cash and other bank accounts every month.
• Managed e-billing systems, such as Wolters Kluwer, Tymerix, Collaborati, and Legal Tracker.
• Ensured all invoices are properly coded, approved and paid as per client guidelines and firm policies.
• Engaged with clients and third-party vendors on rejected invoices in resolving the issue.
• Ran monthly projections twice per month and prepared client- and deal-type reports to support the Managing Partner's quarterly meetings.
• Tracked and analyzed commercial and residential closing activity.
• Kept track of incoming and outgoing wires for residential closing disbursements.
• Initiated and approved wire transfers, processed transfers as needed, and coordinated with banks to increase daily transaction limits when needed for residential deals.
• Generated attorney and paralegal analysis reports for the Managing Partner every other week.
• Ran conflict check for every new deal and kept track of deal count every month on Excel by deal type.
• Produced additional reports from QuickBooks and CMMS as requested by equity partners.
• Reached out to attorneys for updated monthly closing list and generated projections twice a month.
• Acted as an admin for our in-house program, trained new employees on opening new matters and entering time entry, and troubleshoot CMMS program.

Staff Accountant at Compulink Technologies, Inc. (2017-09 – 2018-04)

• Tracked and reconciled daily sale tax in excel against cash receipts.
• Entered customer orders in sales forecast regularly before processing them.
• Processed account receivable collection and submitted reports to the management on a weekly basis.
• Created monthly and quarterly sales reports based on different vendors.
• Provided backup help to order management and sales teams in processing orders and sales by directing communication with our partner wholesale vendors.

Part-Time Junior Accountant at EDUN Americas, Inc. (2017-04 – 2017-09)

• Oversaw wire transfers, matched check payments, and processed foreign and domestic wire payments.
• Created account-payable payment reports every week and reported them to the Controller.
• Reconciled bank statements and made journal entries on RLM on a monthly basis.
• Gave information about past payments upon inquiry from vendors.
• Ensure all employee expenses and corporate credit card transactions are properly coded, supported by receipts, and accurately imported into NetSuite.
• Run monthly General Ledger reports by account.

Controller Division Intern at National Development Council (currently Grow America) (2014-06 – 2016-12)

• Reconciled 25 bank statements on QuickBooks on a monthly basis.
• Audited trail balance and SBA loan reports of more than 500 transactions every month.
• Updated borrowers' quarterly principal balance on ACT database and sent them to borrowers.
• Generated and sent monthly billing statement for more than 250 loans.

Bachelor of Business Administration in Accounting – Berkeley College (2017-05)