L Lisa Risalvato

+1-239-***-**** ad0h1a@r.postjobfree.com Cape Coral, FL 33909

WWW: Bold Profile

SKILLS

• Accounting

Accounts Payable (10+

years)

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• Business Consulting

• Business Analysis

• Customer service

• Accounts Receivable

• Insurance Sales

• Notary Public

• Cash Deposit Preparation

Accounts Payable and

Receivable

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• Excel Spreadsheets

Data Entry

Documentation

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• Business Writing

• Report Analysis

• Account Balancing

Records Management

Systems

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• CRM Software

• PC Proficiency

• AP/AR Proficiency

• Customer Service

• Accounting Skills

Advanced MS Office Suite

Knowledge

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Document and File

Management

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Administrative

Management

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• Complex Problem-Solving

• Time Management

• Order Placement

• Office Management

• Business Needs Analysis

• Executive Support

• Internal Communications

• Database Maintenance

Administrative and

Clerical Support

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• Self Starter

PROFESSIONAL SUMMARY

Authorized to work in the US for any employer

Detailed oriented and proactive in approach.

Multi Faceted with extensive customer service experience. Proven track record in accounts receivables and collections. Extensive experience working with people. Quick to learn new features

Currently working with Netsuites, Google Docs and Excel Great Asset to any Organization Self-motivated Senior Administrative Associate with deliberation in providing organization to chaotic workloads. Fast-paced organizer of strategic data known for effortless coordination of back-end specifics to help high-level operations run as smoothly as possible. Exceptional written and verbal communicator known for concise language and thoughtful conveyance of information between proper channels. Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.

WORK HISTORY

March 2023 - Current

Senior Administrative Assistant, Green And Clean Services, Fort Myers, FL Supported program operations by preparing and updating documents, reports and spreadsheets.

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• Created and updated records and files to maintain document compliance.

• Offered technical support and troubleshot issues to enhance office productivity.

• Managed electronic records database and handled all file requests. Delivered top-notch administrative support to office staff, promoting excellence in office operations.

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Acted as backup for other employees by providing support and adapting to requirements of department.

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Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.

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Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.

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Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.

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• Maintained clean and organized files by keeping accounts payable records up-to-date. Maintained accurate and complete documentation to facilitate accounting and filing functions.

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Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.

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• Used accounting software to prepare weekly and monthly financial reports. Confidentiality and Data

Protection

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Accounting and

Bookkeeping

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Computers and

Technology

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• Personnel Accountability

• Remote Conferencing

• Organize Files

• AR/AP

• Proofreading

February 2020 - Current

Licensed Life Insurance Agent, Front Desk, Self-employeed March 2006 - May 2015

Owner Operator, THOS Hair Salon And Spa

Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.

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Processed credit card payments and reconciled credit card statements for accuracy in accounting process.

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• Transferred data and documents to facilitate system migration and software updates. Verified items billed against items ordered and reconciled differences through follow-up with vendor.

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• Completed financial reports, providing insight into performance, operations and cash flow.

• Handled day-to-day accounting processes to drive financial accuracy.

• Recorded deposits, reconciled monthly bank accounts and tracked expenses. Supported management by processing invoices and documents with consistent on-time delivery.

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• Matched purchase orders with invoices and recorded necessary information.

• Input financial data and produced reports using Netsuites, Google Docs and Excel.. Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.

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• Managed and responded to correspondence and inquiries from customers and vendors. Reconciled accounts, managed audits and updated financial records with remarkable accuracy.

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• Entered figures using 10-key calculator to compute data quickly. Managed complex problem-solving for upper management in order to complete projects on-time and within budget.

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• Processed payments and applied to customer balances.

• Negotiated to collect balance in full.

• Researched accounts and completed due diligence to resolve collection problems. Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes.

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Registered information of customers on database, collecting credit history, financial statements and personal details to preserve accurate records.

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Located customers with overdue accounts and solicited payment in compliance with fair debt collection practices.

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• Researched billing errors and discrepancies to initiate corrective action. Independent insurance agent currently contracted with various carriers and licensed in 21 states

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• Esthetician and

• Increased sales of life insurance products through tactical customer outreach.

• Maintained high standards of customer service by building relationships with clients.

• Promoted products and services using upselling and other sales strategies.

• Analyzed customers' financial situations to recommend appropriate life insurance policies.

• Negotiated with customers and insurance companies to secure favorable policy terms.

• Generated leads through cold-calling, networking and other outreach methods.

• Finalized sales and collected necessary deposits.

• Receivables/Collections

• Billing project jobs, general bookkeeping

Customer service to assist in disputes and issues, compile reports and from various sources and address issues relating accounting issues., Owned and operated salon and worked on weekends as esthetician

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• Handled front desk, greeting clients and provided a pleasant atmosphere and experience

• Cash management, setting and confirming appointments, bank deposits, record keeping.

• Managed day-to-day business operations.

• Trained and motivated employees to perform daily business functions.

• Established foundational processes for business operations. January 2006 - May 2015

Business Analyst, Self-employeed

February 1979 - June 2006

Department Manager, Quality King Distributors

Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.

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Monitored market conditions to set accurate product pricing and take advantage of emerging trends.

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Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.

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Established, optimized and enforced business policies to maintain consistency across industry operations.

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• Prepared bank deposits and handled business sales, returns and transaction reports. Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.

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• Interacted well with customers to build connections and nurture relationships. Scheduled employees for shifts, taking into account customer traffic and employee strengths.

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Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.

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• Monitored daily cash discrepancies, inventory shrinkage and drive-off.

• Owned and operated a small business consulting firm

• Proficient in accounting, payroll, accounts receivable and payables, HR duties Provided analysis of companies button line and advised on procedures to become efficient and profitable.

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Interacted with internal customers to understand business needs and translate into requirements and project scope.

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Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.

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Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement.

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• Analyzed open orders, backlog, and sales data to provide sales team with insights. Developed and maintained data warehouses and data marts to support business operations.

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• Began career as accounts receivable and collections

• Promoted to assistant to controller and Vice

• President of billion dollar distribution

• After 2 years moved to the professional hair division

• I then went on to other companies snd

• Built departments for some of the major health and beauty aid distributors of the time Set up hair care sections in major retailers such as CVS, Walgreens, Sams, Drug Emporiums across the country

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Supervised major development of warehousing procedures from inventory, receiving and shipping, computer applications and installation

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• Dara entry of products, sales and purchasing

• Trade show experience.

Managed inventory and receiving operations to maintain optimal stock levels and meet expected demands.

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Worked actively with management team to create daily and weekly sales plans based on weekly sales trends.

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Partnered with merchandising team to plan and execute floor moves, merchandise placement, and overall sales set-up.

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Developed and implemented useful inventory management strategies to maximize sales and reduce costs.

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Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.

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• Introduced new methods, practices, and systems to reduce turnaround time. Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.

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Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.

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• Identified and communicated customer needs to supply chain capacity and quality teams. EDUCATION

Health Science

Institute For Intergrated Medicine

Precision Nutrition Health Coach

Suffolk County Community College, Islip, NY

Deer Park High School, Deer Park, NY

ADDITIONAL INFORMATION

Florida Notary Public

Certified Online Notary Public

Contact this candidate