Lisa Sloan - ac97xa@r.postjobfree.com. 909-***-****

Summary: I have worked in accounting for over 15 years with some marketing, human resources, and customer service responsibilities. I have successfully adapted skills in accounts payable, accounts receivable, payroll, marketing, and office management prior to being employed with Niagara. During my time with Niagara I have worked in Accounting, Consumer Affairs with some legal responsibilities, Sourcing/Procurement, Project Life Management, Economic Development departments. I am an honest, respectful, dependable, efficient, hard and motivated worker. I am looking for an interesting and fulfilling position with a growing company. I am also looking to achieve my goals of a long and exciting commitment in a position that exceeds the fields of my business management degree and experiences. My business degree is in concentration of Supply Chain and Operational Management.

Experience:

Job Title: Business Retention & Expansion Analyst (promotion/same department w/added duties – Dates: 1/162016 – 4/01/2019) - (I was asked to move into this department by Director ED & EVP Legal on 1/2015)

Economic Development Coordinator (started w/this title first, less duties - Dates: 01/01/2015 – 1/15/2016)

Employer: Niagara Bottling, LLC. Ontario CA. (Water Bottling Company – Private Labels)

Dates: 01/01/2015 – 04/01/2019

Duties:

Responsible for finding, verifying and maintaining economic data and statistics to be used by the Economic Development Team.

Generate, assemble and analyze facts and studies to investigate business and economic trends impacting existing plant communities and identify strategies that will keep Niagara operating successfully within those said communities as exemplified via a successful business retention and expansion program.

Proactive in identifying opportunities for growth and value-added benefit; including the negotiation of incentives for all existing plant expansions.

Responsible for all incentive compliance and reporting:

Responsible for the creation of strategies to ensure compliance on incentives which directly offset business start-up and ongoing operations costs.

When Niagara is out of compliance the position requires the evaluation, recommendation and implementation of options to ensure the company receives some benefit and avoid default and/or claw back provisions.

Required to make recommendations for successful resolution. Research of all options and the presentation of the best option is the responsibility of this individual. On a day-to-day basis, the position has sole discretion and responsibility for interfacing with outside customers and for keeping the company in compliance.

Work closely with elected officials, department staff, regional economic agencies, non-profits and other community partners to ensure that Niagara not only captures all negotiated incentives, but that the company stays in compliance with all executed agreements—even after the term of the incentive has expired if there are ongoing monitoring/auditing requirements.

Prepare and ensure the preparation of proper documentation, affidavits, reports, files, etc. for third-party audits. Audits may occur at both Corporate and the respective plant(s).

Assist with public communications and relations when appropriate, including updating the Splash tabs (Economic Development, Community Initiatives and Government Relations) on the company’s Intranet, and the creation of ads for communities and special promotions.

Uploads pictures and writes content and maintains the Economic Development tab (which includes both Community Initiatives and Government Relations) on Splash

Serve as a liaison between Niagara, elected officials and governmental partners for the communication of community deliverables (ties to Community Initiatives & the Communiqué) & special projects as assigned.

Travel a minimum of 50% of time to all existing plant locations and potential locations

Travel to communities to represent Niagara, attend community initiatives, internal meetings offsite from Corp., external meetings with government leaders, etc.

Process funds requests for Community Initiatives (upon approval of Manager)

Assists with due diligence follow-up and Assists with Expansion due diligence follow-up

Other duties as assigned and Represent the company at all times

Other Job Duties:

Notary Public (2015 - current) / Certified Signing Agent (2019 - current)

Part of Corporate Giving, volunteer events/programs (3/2009 – 4/1/2019)

Job Title: Project Lifecycle Administrator (PLM Admin) (asked to move into this role by Director of Procurement)

Employer: Niagara Bottling, LLC. Ontario, Ca.

Dates: 12/08/2010 – 12/31/2014

Duties: Sourcing/Procurement Admin duties (role moved into its own department w/additional duties).

Manage artwork development processes for film/labels/trays/wrap in Product Life Cycle Management (PLM) and Master Control (MC).

Manages artwork development projects, processes, procedures, steps, etc. in and outside of PLM/MC

Act as artwork development contact for Sourcing, Customers, and Suppliers

Manage and complete all PLM/MC tasks for Sourcing, customer, and suppliers

Communicate artwork project status with Legal, Compliance, Sales, Customers and Sourcing

Participate in weekly meetings with Sales, PLM/MC task force, suppliers, and others as needed regarding artwork (new, existing, concerns, revisions, approvals, etc.).

Manage artwork through the following computer programs: e-mail, PLM, MC, and customer’s individual software programs

Identify and resolve artwork project problems and timelines in a timely manner to meet our speed to market (includes: supplier, sourcing, compliance, sales, and customer performances and completions of projects)

Identify and resolve printer, printing, compliance, customer, internal department, etc., issues in regards to artwork. Create or collect a corrective action plan.

Travel to printers for pressruns with customers or in place of customer for approval of color matching. Address problems with colors if not matching and resolve if possible.

Help create new artwork processes to maintain and gain customers for a fast-growing company

Help create new processes for artwork/customer growth increase.

Help build processes to help a company Niagara acquired to transition to be part of Niagara.

Work on personal growths to help role in regards to artwork modifying, changes, editing, etc.

Responsible for ordering specific raw materials for all of Niagara’s plants (airbags, UBS labels and ribbons, barcode labels, truck seals, metal and plastic straps, preform bags, truck liners, dry packs, etc.). (12/8/10 – 12/31/14 only). Title was Sourcing/Procurement Admin & role was moved into its own department – PLM

Job Title: Consumer Affairs Representative (asked to move into this position from EVP of Legal – role promotion)

Employer: Niagara Bottling, LLC. Ontario, Ca.

Dates: 02/01/2010 – 12/07/2010

Duties:

Handle Consumer/Customer calls, e-mails & web e-mails regarding questions, complaints, and comments

In constant contact with customers and consumers from start to finish regarding claims

Work closely w/Niagara’s QA managers and legal department to resolve complaints or quality issues/concerns

Work with customer service and sales on customer complaints/concerns

Work closely with 3rd party labs on product sent out for testing

Create physical files for complaints, post complaints into FileMaker and on Excel spread sheet

Track product returned by customers & consumers through UPS / handle reimbursements for consumers

Help with legal projects for the Legal department

Job Title: Accounts Payable

Employer: Niagara Bottling, LLC. Ontario, Ca.

Dates: 03/17/2009 – 02/01/2010

Duties:

A ccounting Specialist experience for 15 years total including 1 year at Niagara.

Compiled, opened, sorted & distributed documents, such as invoices, bills, receipts, credit card statements, etc.

Documents – stamp, match, sort, post, file and pay. Posted over 500 invoices a day into OTM program.

Managed payments for vendors, suppliers, etc.

Helped maintain accounts receivable and payable accounts and customer calls

Performed calculating, posting and verifying duties to obtain financial data.

Check runs – verified invoices with check selections and mailed checks to customers

Looked up information on transportation orders for A/P and A/R

Reconciled several bank accounts for company

Developed a manageable system while creating great customer service and relationships with co-workers.

Consistently met or exceeded accounting and customer service goals.

Education:

High School Diploma: Chaffy, Ontario California

College: University of Phoenix, San Bernardino, California

Received my AA degree in Business Management (1/17/2010).

Received my BSM (Bachelor of Science Management in concentration of Supply Chain & Operations Management) degree (05/2012).

Certificates: (there are more throughout the year 2011-2018)

Excel Completion for level 1 and 2 (seminars at Niagara 2011)

Received a Basic Economic Development Course Certificate (1/16/2015).

Interpersonal Communication: Targeting your Message (9/9/2015)

Communicating with Professionalism & Etiquette (9/9/2015)

Taming the PowerPoint (9/10/2015)

Personal Productivity Improvement: Managing Tasks & Maximizing Productivity (9/16/2015)

Time Management: Analyzing Your Use of Time / Planning & Prioritizing Your Time (9/17/2015)

Basic Presentation Skills: Creating a Presentation (9/18/2015) / Planning a Presentation (9/21/2015)

Basic Presentation Skills: Delivering a Presentation (9/22/2015)

Getting Results without Direct Authority: Building Relationships & Credibility (9/22/2015)

Getting Results without Direct Authority: Influencing Your Boss (9/22/2015)

Foreign Corrupt Practices Act & Anti-Corruption Training (10/14/2015)

Be the Boss of Outlook (10/15/2015) / Tackling Difficult Conversations (10/20/2015)

Awards: (Niagara Bottling Listed Only)

Community Spirit Award - 1 of 2 people to receive at Niagara Bottling, company’s first year to create and present this award. (2010)

Corporate Community Spirit Award (2013)

Department Award: Procurement (2013)

Recognition for 5 years with company (received for 3 different companies) - Niagara Bottling (3/2014).

Recognition for 10 years with company, Niagara Bottling LLC - 3/2019.

Additional Experiences:

Marketing Administrator - 5 years experience

Human Resources - 6 years experience

Notary Public/Certified Signing Agent - 4 years experience (2015 - current)

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