Ellis Porter - The Immigration Attorneys

• Reviewing client submitted information prior to potential client consultation meetings • Participating in client consultation meetings • Setting up client cases in our firm case management system and updating other relevant internal databases • Reviewing the client career summary • Preparing the client document list • Reviewing any client documents submitted relevant to their case • Assignment of projects to other team members for client cases within your attorney team • Editing legal documents or immigration forms • Communicating directly with the client on status of case, documentation, etc. • Providing feedback to other members of the High-Skilled Immigration on any documentation, process or case updates

• Establish foundational FP&A processes, systems, and reporting frameworks from the ground up • Create standardized monthly and quarterly reporting packages for executive leadership team • Develop and oversee the budgeting processes for all business lines and operating functions, ensuring efficient resource allocation • Build and enhance financial models to support scenario analysis, anticipate future business and financial trends, and inform decision-making • Build relationships with practice and operations leaders to become a trusted business partner; gather and synthesize input for financial plans and projections • Partner with the leadership team to translate strategic plans into actionable budgets and key performance indicators (KPIs) • Monitor firm performance, spot trends, identify risks and opportunities, and recommend actions to drive results • Identify and help mitigate financial risks associated with operations and client engagements • Develop and analyze pricing models to help drive pricing strategies that reflect the value of services, align with market trends, meet client needs, and ensure profitability • Implement and monitor internal controls to safeguard assets and ensure accurate financial reporting • Assess and implement advanced reporting and business intelligence tools to enhance performance measurement and transparency • Proactively support digital transformation projects to help modernize processes and technologies within the finance function and across the firm, including evaluating opportunities for automation and AI deployment • Support M&A activities, including due diligence, deal structuring, and post-merger integration • Improve financial literacy across the organization through training and ongoing engagement with non-finance Porters • Develop recommendations for future FP&A team structure and staffing needs as the firm scales • Help build a culture of analytical rigor and data-driven decision-making across the organization

• Create and maintain records in the firm's case management system. • Enter client data from source documents. • Assemble filing packages, and coordinating physical mailings. • Assist with generating draft forms using the firm's form-generation tool. • Compile supporting documents for filing packages under SCM direction. • Maintain and update attorney records in EPICENTER. • Create FedEx shipping labels for outbound USCIS filings. • Review incoming government notices. • Prepare cases for ePackage submission. • Update case workflows and task statuses in the case management platform. • Provide general administrative support to SCMs, including scheduling and document management.