Tricia Baldwin
@triciabaldwin
I’m a meticulous AP/AR and financial operations specialist focused on data integrity and compliant legal workflows.
United StatesWhat I'm looking for
I’m an analytical AP/AR-focused financial operations professional with a foundation in Big Four tax preparation and experience supporting legal accounting workflows. I specialize in high-volume transaction verification, document auditing, and data integrity—so teams can move through monthly closing with confidence.
In my current role, I own complex invoice processing and manually code client costs to compile essential data for monthly closing. I manage accounts receivable tracking, reconcile balances, and execute secure, high-volume data uploads for state and federal platforms, while auditing multi-channel receipts against matching invoices for absolute transactional accuracy.
I’ve also built strong cross-functional capability from earlier AP/AR and accounting work: managing invoice and expense workflows, monitoring trust and IOLTA accounts for compliance, handling matter setup in Aderant Rainmaker, and supporting monthly digital court system uploads. Alongside my technical rigor (Microsoft Office, Aderant, QuickBooks, Pacer, Lexis/Nexis), I bring organized community leadership—directing logistics and operations for large booster and PTA organizations.
Experience
Work history, roles, and key accomplishments
Real Estate Referral Agent
Exit Realty Connections
Jan 2019 - Present (7 years 6 months)
Serves as a Real Estate Referral Agent with Exit Realty Connections.
AP/AR Specialist
Brach Eichler, LLC
Jan 2023 - Apr 2026 (3 years 3 months)
Owned complex invoice processing and manual coding of client costs to support monthly closing. Managed accounts receivable tracking, reconciled multi-channel receipts against invoices, and performed secure data uploads for state and federal platforms.
Accounts Payable Analyst
Coughlin Midlige & Garland, LLP
Sep 2018 - Jan 2023 (4 years 4 months)
Managed invoice and expense report workflows, manually coded client costs, and reconciled balances to support month-end reporting. Monitored Operating, Attorney Trust, and IOLTA accounts for compliance and executed monthly court system uploads and 1099 processing.
Sales Support Assistant
Casio America, Inc.
Jun 2016 - Sep 2018 (2 years 3 months)
Analyzed credit reference data logs, evaluated parts requests, and maintained service targets across national accounts.
Reconciled high-volume branch cash receipts and verified hourly credit card logs to secure corporate bank deposits.
President
High School Football & Cheer Booster Club
Jan 2012 - Jan 2016 (4 years)
Directed logistics, operations, and communications for a large community organization supporting students and families.
Treasurer
Parent Teacher Association
Jan 2008 - Jan 2011 (3 years)
Coordinated volunteer initiatives, managed community event budgets, and directed administrative operations.
Foreign National Tax Accountant
Supported tax compliance and reporting for foreign national clients within a global accounting environment.
State Tax Accountant
Performed full-cycle tax return preparation and compliance reporting for clients in a global accounting environment.
Internal Auditor
Nabisco
Executed corporate financial auditing and compliance reporting for clients in an internal auditing capacity.
Education
Degrees, certifications, and relevant coursework
Pace University
Bachelor of Business Administration, Finance
Earned a Bachelor of Business Administration with a major in Finance and a minor in Economics.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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