Lisa Whaley

**** **** *******

Cumming, GA *****

404-***-****

acwtle@r.postjobfree.com

Objective:

I am pursuing a career that will allow me to utilize my organizational skills to keep an office running smoothly. I have supported company Presidents and Vice Presidents and I am very discreet with highly confidential information. I maintain a professional attitude and I am a self starter with high energy. I take the initiative to evaluate situations and independently resolve problems, referring only the most complex issues to higher levels. I have very versatile skills because I have worked in small companies that represent larger manufacturers which has permitted me to work in all areas of the business. I am looking for a position that will both challenge me and enable me to be an asset to your company.

Career Profile:

Detail-oriented, efficient and organized professional with 10 years experience in QuickBooks.

Proficient with Microsoft Word, Microsoft Works, Excel, and PowerPoint and the internet.

Possess strong analytical and problem solving skills, with the ability to make well thought out decisions.

Excellent written and verbal communication skills.

Highly trustworthy, discreet and ethical.

Resourceful in the completion of projects, effective at multi-tasking.

Professional Experience:

August 2011 Administrative Manager

To July 2016 Taylor Freezer Sales of Georgia

247 Castleberry Industrial Road

Cumming, GA 30040

Report to owner of local distributorship. Monitor vendor reconciliation of warranty parts by compiling weekly lists of parts owed, collecting these parts from technicians in field and returning to factory for credit. Set up current system process that took the company from losing over $40,000 annually in warranty credits to losing under $500. Head up implementation of parts restocking program for over 20 technician vehicles in the field. Track technician’s time for payroll and dispatch purposes. Oversee new program for tablets in the field to automate work orders and billing. Track work orders for a large customer to schedule annual preventative maintenance on their equipment. Code out billing of service calls; research service contract availability, rewrites or recalls, and applicable zone fees. Customer service duties include entering work orders for technicians and research of customer complaints and issues. Assist with accounts receivables and posting of payments. Oversee special projects for equipment updates for customers in Georgia and South Carolina which includes completion of over 400 updates in a determined amount of time and ensuring there are enough parts ordered and distributed appropriately in the field to meet the deadline. Produce reports and gather information for meetings and general knowledge purposes for company management. Other projects and duties as assigned.

April 2001 Office Manager

To July 2011 Freedom Power Sports

Previously Polaris-Victory of Cumming, Inc.

Cumming, GA

Report to Vice President/General Manager. Responsible for all accounting functions, from payroll to accounts payable to accounts receivable to filing local, state, federal and payroll taxes. Maintain books for $3 million revenue producing business. Set up and maintain over 10,000 part inventory; reconcile multiple bank accounts as well as Hold Back, Rebate and Warranty accounts. Track and monitor gross profit on a daily basis. Create invoices for sales and service, including billing for labor and materials. Monitor accounts receivable to keep accounts current. Process accounts payable; evaluate and solve inconsistencies in purchase orders and invoices. Produce payroll checks for hourly and salary employees as well as service employees. File state, federal and payroll taxes on a monthly, quarterly and annually basis to keep in compliance with their regulations. Produce reports and correspondence as needed. Responsible for managing employees. Assist with customer service and tech service. Schedule trips for dealer meetings and industry shows as well as organize dealership participation in local industry shows. Plan and organize customer appreciation events as well as set up advertising in local and state wide media. Organization, self-motivation and discretion are all vital characteristics to this position.

August 1997 Stay at Home Mom

To April 2001 PTA/School Volunteer

Snellville, GA

Became a stay at home mom. Room Parent for three elementary class rooms each year; Vice President of PTA for Norton Elementary School which included the responsibility of chairing committees and organizing events; created, edited and produced monthly school newsletter which grew from a 1 page publication to a 10 page publication and was nominated for National PTA awards; Preschool Teacher for 3 year olds; Director for “Cubbies” Program of AWANA at Church; substitute teacher at elementary and middle schools.

August 1991 Swift Adhesives/Reichhold Chemicals

To July 1997 Administrative Assistant

Tucker, GA

Reported to Regional Sales Manager and Plant Manager of a national chemical manufacturing company. Responsibilities included but not limited to supporting the Regional Sales Manager and the Southeast Regional Sales Team from creating and compiling sales reports and customer correspondence to auditing and filing their expense reports. Organized sales meetings, prepared presentations on PowerPoint, compiled analytical reports for the territory. Made travel arrangements for all members of the sales team. Also assisted Plant Manager on production reports, shipping reports, quality assurance and environmental compliance, helped implement SAP and ISO 9002 in plant as well as other programs. Had to take initiative to solve arising issues when managers were out of office. Very organized and self motivated.

May 1986 To CSR Electronics

March 1991 Administrative Assistant

Dunwoody, GA

Reported to President of Electronic Components Manufacturers Rep company. Responsibilities included preparing all correspondence and sales reports for President and sales staff. Maintained calendar and scheduled all travel arrangements. Coordinated sales meetings and created sales presentations for sales staff. Professional interaction with representatives from the manufacturer. Privileged to highly confidential information. Restructured accounting for company after comptroller was let go for neglect of job duties. Also had customer service responsibilities.

Education:

Georgia State University

Atlanta, GA

1985 - 1990

Business and Computer Classes

Georgia Perimeter College

Clarkston, GA

1983 - 1984

Associates Degree, Business

Clarkston High School

Clarkston, GA

Graduated, 1983

Personal:

I am proficient with Microsoft Word, Microsoft Works, Excel, PowerPoint, QuickBooks, COMS and ADP LightSpeed. Because I have worked in several small company environments, I am able to work in many aspects of the company: accounting, customer service, tech service, quality control, and management. I am very self-motivated, have high-energy, and take responsibility as well as take pride in doing my job well. I can shift gears in an instant to handle situations that may arise. I am a dedicated employee and I respect all employees - management and staff.

References:

John Carroll 770-***-**** (Accountant for Polaris of Cumming)

Tracie Rutan 706-***-**** (Human Resources - Friend)

Victor Leonard 770-***-**** (Service Manager - Taylor Freezer Sales)

Contact this candidate