Lisa Hardy

Project Coordinator / Account Analyst

*** ****** **. ******, ** mobile: 936-***-****

Skills & Professional Summary

NetSuite CRM Quickbooks expert

Solid background supporting management and employees, knowledge and experience with professional office administration principles, practices and procedures. Ability to maintain automated and manual files, prepare and process required documents appropriately, collect, organize and document information and make independent decisions. A positive attitude with work ethic and the ability to work equally well in both team-oriented and self-direct environments. Management skills to go above and beyond basic administrative, duties. Hard-working, multi-tasking, telephone, scheduling and documentation skills. Human Resources, with comprehensive background in employee relations, and benefits. Hiring and recruitment knowledge.

Work History

Project Coordinator / Account Analyst

Montrose Air Quality Services, LLC -Deer Park, Texas 03/2017 to 08/2019 Create new customer accounts.

Analyse and maintain customer account activities and necessary documents. Maintain good relations with customers and vendors. Accountable and successful for collecting from customers, which may include a variety of customer location techniques, and collection methods.

Coordinate with District Manager and Project Client Managers for accurate invoicing, using Excel spreadsheets.

Ensure accuracy, review and process client invoicing. Maintain (Industrial / Petrochemical) customer purchase orders, per proposal and project. Perform weekly and monthly account reconciliation for accurate and timely processing of invoicing. Submit monthly invoice accrual and deferral report. Maintain SAP accounts and on-line invoicing.

Human Resources and Office Manager

EnRUD Resources, Inc. -Pasadena, Texas 03/2002 to 03/2017 Conduct new employee orientations, pre-employment tests and reference checks. Manage Graded Background Checks and the [DER] Designated Employee Representative for Drug Screen Program.

Assist in organizational training and development efforts. Maintain human resource information system records and compile reports from the database as needed. Schedule meetings and interviews as required.

Conduct audits of various payroll, benefits or other HR programs and recommend any corrective action. Administer employee benefit programs, such as group health, dental and vision, 401(k), for employees to include open enrollment, qualifying events, change reporting and invoice reconciliation, etc. Maintain employee benefits filing systems and ensure benefits changes are entered appropriately in payroll system for payroll deduction.

HR Director in obtaining statistics and information in the renewal process of any health and retirement plans.

Maintain employee database and files dealing with payroll, including tracking employee vacation and personal time off, pay increases, warning reports and termination reports. Review and manage Master Service Agreements for Clients and the requirements for Plant Entry.

[OSHA Logs, Certificate of Insurance, Safety Training, Badge Request, Vehicle Passes etc.] Schedule weekend and after hour call outs.

Bookkeeping - Accounts Receivable / Accounts Payable -Reconcile checking account, loans and credit cards, invoicing (Industrial / Petrochemical) using Excel spreadsheet. Maintain On-line Invoicing Companies -SAP Crystal Reports, Open Invoicing, Oildex Invoicing. Maintain On-line Compliance Companies -ISNetworld, PEC Premier, PICS/AVETTA, Browz Group, National Compliance Mangt. Service [NCMS], TEAM Alert. Accountable and successful for collecting from customers, that included a variety of customer location techniques, and collection methods.