Sales Manager

ELISA (LISA) D. EDGAR

TH

***** *** *** ** ******** WA 98033

Direct: 425-***-**** Email: ********@********.***

Office Management professional with extensive experience in accounting and finance, including roles as office manager,

AP/AR specialist, executive assistant to CEO & COO, and HR benefits liaison & payroll specialist for small to medium size

companies.

Job Experience:

CHAMELEON TECHNOLOGIES TECHNICAL STAFFING & PROFFESIONAL SERVICES – KIRKLAND, WA

11/2014-2/27/2015 - CONTRACT - ZEMAX, LLC

SALES ORDER ADMINISTRATOR

PROCESS ORDERS RECEIVED VIA EMAIL, ON-LINE STORE; SALES PERSONAL, FAX, CUSTOMER & SUPPORT

INTO CRM & GREAT PLAIN (GP) FOR IINVOICE & BILLING

PROCESS CREDIT CARD PAYMENT TRANSACTIONS ON-LINE VIA AUTHORIZE.NET AND APPLY TO

INVOICE(S), PREPARE INVOICE AND/OR RECEIPT FOR CUSTOMER

FOLLOW UP ON PENDING ORDERS WITH OPEN ITEMS SUCH AS PAYMENT DUE, TERMS REQUIREMENT,

REVISED PO, REGISTRATION REQUIREMENTS

SALES SUPPORT TO SALES PERSONAL

CASH RECEIPTS ADMINISTRATOR

APPLY PAYMENTS RECEIVED VIA ACH (ELECTRONIC), WIRE TRANSFERS, CHECKS, CREDIT CARD

SETTLEMENTS INTO GREAT PLAIN ERP SYSTEM

DEPOSIT PAYMENTS ELECTRONICALLY UTILIZING BANK SCANNER SYSTEM

2/2011-9/2014 – THE LEAN COMPANIES – WOODINVILLE, WA

OFFICE MANAGEMENT/FINANCE DEPT -

AP/AR INVOICES & BILLINGS/SET-UP AND MAINTAIN VENDOR & CUSTOMER ACCOUNTS IN EPICOR ERP

SYSTEM

SET-UP ON-LINE BANKING SERVICES (ACH (ELECTRONIC) PAYMENT/BILLPAY SERVICES);

TROUBLESHOOT ISSUES WITH EXECUTIVE OFFICERS & MANAGEMENT

PREPARE IRS FORM 1099s & MAINTAIN W-9s

PREP PAYROLL FOR PAYCHEX PAYROLL ELECTRONIC SERVICE

PERFORM HUMAN RESOURCES DUTIES (ASSIST EMPLOYEES WITH QUESTIONS ON BENEFITS; LIASON

FOR BENEFITS REGISTRATION & NEGOIATION OF BENEFITS)

ASSIST INSIDE & OUTSALES SALES REP ON VARIOUS ADMINISTRATIVE DUTIES

SETUP & COORDINATE SECURITY SYSTEM FOR OFFICE/WAREHOUSE ACCESS

PERFORM OTHER DUTIES SUCH AS ORDERING OFFICE SUPPLIES & FORMS; MAINTAIN AND NEGOTIATE

OFFICE SUPPLIES & EQUIPMENT LEASES

3/1998-2/2011- SIDNEY J. STARR, CPA – KIRKLAND, WA

OFFICE MANAGER –

MANAGEMENT DUTIES: RECEPTIONIST; APPOINTMENT SCHEDULING;

AP/AR INVOICES & BILLINGS; MAINTAIN & RECONCILE PERSONAL & BUSINESS ACCOUNTS FOR

EMPLOYER & CLIENTS

PREP TAX RETURNS FOR CLIENTS TO FILE; MAINTAIN CLIENT DATABASE

MAINTAIN TAX FORMS, MANUALS & FILING SYSTEM

SET-UP ON-LINE BANKING SERVICES

PREPARE IRS FORM W-2s & 1099s FOR EMPLOYER & CLIENTS

PREPARE PAYROLL FOR PROCESSING THROUGH PAYCHEX PAYROLL SERVICE

PERFORM OTHER DUTIES AS IN ORDERING OFFICE SUPPLIES & FORMS; MAINTAIN AND NEGOTIATE

OFFICE SUPPLIES & EQUIPMENT LEASES

ELISA (LISA) D. EDGAR

TH

11044 100 AVE NE KIRKLAND WA 98033

Direct: 425-***-**** Email: ********@********.***

Job Experience (continued)

1996-1998- COLDWELL, BANKER, BAIN REAL ESTATE OFFICE – KIRKLAND, WA

EXECUTIVE ADMINISTRATIVE ASSISTANT TO MANAGING BROKER & OFFICE MANAGER

ASSIST REAL ESTATE AGENTS - DESKTOP PUBLISHING & DESIGN OF FLYERS & INSERTS

ADMINISTRATIVE DUTIES & MAINTAIN CLIENT DATABASE

1992-1996- NORTHWEST MULTIPLE LISTING SERVICES – KIRKLAND, WA

EXECUTIVE ADMINISTRATIVE ASSISTANCE TO CEO & CFO; MEMBERSHIP REGISTRAR & ADMINISTRATOR

REGULATE RULES & REGULATIONS FOR REAL ESTATE AGENT;

ASSISTANT IN ABRITRATION DISPUTES; ASSIST IN BOARD MEETINGS

REVIEW & PROOFREAD LEGAL DOCS FORMS & REAL ESTATE LISTING DATA

ASSIST IN HUMAN RESOURCES DUTIES

1982-1992 – WASHINGTON LEGAL BLANK - ISSAQUAH, WA

OFFICE ASSISTANT & WAREHOUSE MANAGER

SHIPPING & RECEIVING PRODUCT AND INVENTORY; MAINTAIN INVENTORY

BILLING/COLLECTIONS

DESKTOP PUBLISHING- LEGAL DOCUMENTS, PROOFREADING & EDITING; OFFICE MANAGEMENT

SOFTWARE KNOWLEDGE:

MICROSOFT OFFICE SUITE & WINDOWS (WORD; EXCEL; PUBLISHER; OUTLOOK);

MICROSOFT CRM & GREAT PLAIN ERP

QUICKBOOKS (ACCOUNTING);

EPICOR ERP-MANUFACTURING (SALES, PURCHASING & ACCOUNTING);

ADOBE ACROBAT (PDF FILES) – CONVERT SAVE FORMAT; UPLOAD

DROPBOX – CLOUD SHARING FILING SYSTYEM

ADOBE ILLUSTRATOR (DESKTOP PUBLISHING);

VPN-CPA (DATABASE & ACCOUNTING AP/AR SERVICES)

EDUCATION:

BELLEVUE COMMUNITY COLLEGE, BELLEVUE, WA – 9/1981-5/1982 – BUSINESS MANAGEMENT/ACCOUNTING

LEEWARD COMMUNITY COLLEGE, PEARL CITY, HI – 9/1980-5/1981 – PRACTICAL ACCOUNTING/BUSINESS

KAHUKU HIGH SCHOOL, KAHUKU, HI – GRADUATED 1980

CERTIFICATION:

NOTARY PUBLIC FOR THE STATE OF WASHINGTON

ELISA (LISA) D. EDGAR

TH

11044 100 AVE NE KIRKLAND WA 98033

Direct: 425-***-**** Email: ********@********.***

REFERENCES

Jan McIntyre – Finance Senior Specialist

The Lean Companies – Woodinville, WA 98072

Email: *********@*******.***

Ph: 206-***-****

(Also worked with Jan at Sidney J. Starr, CPA)

Randy Vernon – Vice Pres.

The Lean Companies – Woodinville, WA 98072

Email: ******@*****.***

Ph: 425-***-****

Kerry Alcorta – Colleage & Co-Worker

Email: *********@*******.***

Ph: 425-***-****

(Worked with Kerry at The Lean Companies & Sidney J. Starr, CPA)

Donna Miller (Ret.) – Direct Report

Washington Legal Blank

Cell Ph: 1-808-***-**** Hm: 1-619-***-****

(Letter of recommendation available)

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