Appointment Setter Financial Operations

Lisa D. Henderson

ad5pio@r.postjobfree.com (***) ***-

9536

With over three decades of experience in Accounting, Business/Banking and Audit industries, this professional has demonstrated exceptional ability to enhance financial operations and compliance, particularly within the Financial Industry. Skilled in QuickBooks, payroll, taxes, and Microsoft 360, they have a proven track record of implementing innovative accounting techniques and robust bookkeeping systems to foster financial growth and clarity for clients. Their dedication to accuracy, efficiency, and team collaboration has consistently boosted business efficiency and client financial health.

Work Experience

Business Owner

Henderson Consulting and Bookkeeping

JULY 2023 to Present

I PARTNER WITH SMALL TO MEDIUM BUSINESSES SO THEY HAVE PEACE OF MIND KNOWING THAT THEIR FINANCIALS ARE FULLY AUDIT-READY AND COMPLETE.

LESS STRESS FOR YOU!

• Orchestrated financial operations with cutting-edge accounting strategies tailored to the Cannabis Industry.

• Enhanced business productivity by deploying solid bookkeeping and payroll systems.

• Applied industry-specific accounting laws, ensuring risk mitigation and strict compliance.

• Offered comprehensive business consulting, promoting financial growth and transparency for clients.

• Managed financial aspects including A/R, A/P, and taxes, ensuring accuracy and strengthening client trust.

• Led client businesses to financial success by enforcing rigorous compliance and operational efficiency.

• Enhanced financial reporting accuracy, ensuring every figure supports client decision-making.

• Empowered clients with financial insights, enabling informed decisions for business growth. Internal Auditor

Ivy Tech Community College

November 2006 to September 2019

• Led financial and managerial audits ensuring compliance with laws and college policies.

• Provided comprehensive reports and presentations to management, driving transparency.

• Developed specialized expertise, advising other auditors and college units.

• Investigated fund theft and cash shortages, enhancing security through strategic recommendations.

• Effected systemic improvements through informed analysis and objective opinions.

• Advised teams with specialized knowledge, boosting overall audit quality and effectiveness.

• Developed new audit strategies, significantly enhancing procedural compliance and insight. Regional Director of Business

Ivy Tech Community College

June 2001 to November 2006

• Oversaw daily operations of business office and bursar functions across three campuses, ensuring seamless execution.

• Managed accounts receivable, cash management, journal entries, accounts payable, purchasing, inventory, and student accounts, demonstrating keen financial acumen.

• Supervised collections and copy center/mailrooms, promoting efficiency and high-quality service.

• Adhered strictly to College Financial Management Manual and all applicable policies and laws, ensuring full compliance.

• Championed customer service excellence among business office and copy center staff, fostering positive relations with students, faculty, staff, and community.

• Eager to apply my analytical skills to solve complex problems and learn rapidly in a dynamic environment.

Director of Business and Finance Services

Girl Scouts of Singing Sands Council - New York, NY October 2000 to December 2001

• Managed financial operations across five retail locations and corporate offices, ensuring seamless transactions.

• Administered human resources duties, fostering a supportive and collaborative work environment.

• Executed precise general ledger entries, bank reconciliations, and financial statements, demonstrating analytical acuity.

• Processed corporate quarterly and yearly taxes, showcasing detail-oriented financial management.

• Traveled across ten counties and to New York headquarters, exemplifying a visionary approach to business and finance.

• Eager to embrace new challenges, I prioritize punctuality and thrive on learning and growing professionally.

Billing Administrator

Crowe Chizek and Co., LLP

November 1999 to September 2000

• Managed and compiled all billing data, ensuring accuracy in account charges

• Assisted in debt collection, improving the firm's cash flow

• Maintained up-to-date files and accounts, enhancing organizational efficiency

• Supported partners with specific accounting needs, fostering collaborative relationships

• Contributed to time and expense entries, streamlining financial processes

• Eager to leverage analytical skills to solve complex problems and drive company success Accounting/Office Manager

Creative Financial Staffing

March 1998 to November 1999

• Managed and streamlined weekly payroll processing and tax reports

• Maintained accurate personnel files and attendance records

• Handled accounts payable and receivable with high efficiency

• Oversaw royalty commissions and related legal contracts

• Secured a permanent position through diligent performance

• Streamlined office operations, enhancing procedural efficiency. Accounting/Office Manager

Migala Carpet One - South Bend, IN

February 1995 to February 1998

• Managed comprehensive accounting operations across five stores, ensuring financial accuracy and transparency.

• Streamlined weekly payroll processing, improving efficiency and reducing errors.

• Implemented innovative strategies for accounts receivable and payable, enhancing financial management.

• Assisted in customer service, fostering collaborative relationships and enhancing customer satisfaction.

• Contributed to inventory management and purchasing, optimizing store operations and reducing costs.

• Eager to learn, bringing fresh ideas and a strong work ethic to every task. Bookkeeper/Credit Manager

Whitman Saddle Mfg

January 1993 to February 1995

• Managed bookkeeping, including accounts receivable and payable, ensuring financial accuracy

• Successfully collected outstanding debts, improving company's cash flow

• Assessed credit applications and processed references, mitigating financial risk

• Generated regular financial reports, providing insightful data for management decisions

• Enhanced customer service experience by assisting with inquiries and resolving issues

• Oversaw precise accounts management, ensuring accurate financial reports and customer account handling.

• Worked closely with management to provide financial insights, aiding in strategic decision making.

• Analyzed financial data to identify trends, improving accounts receivable processes and fiscal health. Education

Bachelor’s Degree in Business Administration

Davenport University - Kalamazoo, MI

Skills

• I enjoy a challenge and am a great PROBLEM-SOLVER

• I work well in either groups or alone.

• Excellent verbal and written communication

• High level of analytical skills

• Great level of attention to detail

• Excellent time-management skills

• Ability to effectively forecast, plan and prioritize tasks as needed

• Accounting

• Microsoft 360

• Excel

• Payroll

• Taxes

• Quickbooks

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