Accounting & Office Operations Professional

LISA PORTER

**** ****** ****** ****, ************, TN 38017 · 901-***-****

****.**********@*****.***

Office and organization experience consists of 17 years work experience in an office environment as well as 20+ years’ experience managing a household while holding various volunteer positions. EXPERIENCE

DECEMBER 2023 – JULY 2026 (PART TIME/REMOTE)

ACCOUNTANT/FRONT DESK, SKIN STUDIO

Responsible for all aspects of financial processing and reporting for the company which includes payroll processing, monthly billing and collection, invoice payments, general ledger review, and financial reporting. Interact with customers which includes greetings upon arrival, scheduling appointments, checking in and out procedures, and scheduling payments. Work to resolve customer issues and complaints. JANUARY 2019 – JUNE 2025

SR. ACCOUNTANT/OFFICE MANAGER, KEENAN FINANCIAL LEADERSHIP SERVICES Responsible for all aspects of financial processing and reporting for the company which includes payroll processing, monthly billing and collection, general ledger review, and financial reporting. Manage all aspects of human resources including recruiting and hiring, retirement plan administration, and employee relations. AUGUST 2017 – JANUARY 2019

CONTROLLER, KEITH COLLINS COMPANY

Managed all aspects of accounting for individual homeowner’s associations under management. Prepared monthly bank reconciliations and financial statements for each association. Issued 1099’s. Supervised accounts receivable and payable functions of company. Integrated new accounting system. JUNE 1998-AUGUST 2017

FULL-TIME HOMEMAKER

Responsibilities include raising three children, volunteering in various positions such as PTSA Executive Board and Nominating committees, VBS Teacher, Summer Camp Counselor, AWANA Leader, Room Parent, Library Helper, and Paige Robbins Volunteer. Also worked part-time as a substitute teacher for preschool and later for the Shelby County School System. Also worked independently handling monthly reporting and preparing tax returns for individuals and their businesses. JULY 1989-JUNE 1998

ACCOUNTANT/ACCOUNTING MANAGER, HOLIDAY INN WORLDWIDE Started working as a staff accountant and eventually became an accounting manager responsible for the recording and reporting of all Priority Club Rewards for hotel guests. Responsible for training other accounting personnel. Liaison between operations personnel, owners, and corporate headquarters. Coordinated efforts with both external and internal auditors. Participated in complete accounting system conversion. Other responsibilities included month and year-end reporting for various hotels in my region, and reconciliation of balance sheet accounts.

FEBRUARY 1989-JULY 1989

ASSISTANT CONTROLLER, CRYE-LEIKE, INC.

Handled all aspects of the Real Estate division’s Accounts Payable, Accounts Receivable, Customer Service and month end reconciliations.

EDUCATION

DECEMBER 1988

BACHELOR OF PROFESSIONAL ACCOUNTANCY, MISSISSIPPI STATE UNIVERSITY CERTIFICATION

CERTIFIED PUBLIC ACCOUNTANT

SIGNIFICANT VOLUNTEER POSITIONS

MAY 2017 – MAY 2020

COLLIERVILLE HIGH SCHOOL PTSO

Held various positions on the board which included Teacher Morale, Treasurer, and Project Graduation. As Teacher Morale Chair my responsibilities included planning various treats and incentives throughout the year to celebrate the teachers and faculty. As Treasurer I handled all financial aspects of the PTSO which involved preparing an annual budget to be presented at the general meeting, issuing monthly financial statements for board review and approval, and preparation of annual tax returns. As Project Graduation Chair my responsibility was to organize a graduation night celebration for the senior class. Due to the pandemic in lieu of the normal graduation night lock-in I organized a unique drive through event to celebrate the Class of 2020. This involved fundraising and coordination of all aspects of the event. MAY 2014-MAY 2017

SCHILLING FARMS PTSA

Held Membership Chair position for three years. This involved coordinating the membership drive, collecting money, and recording all membership information via spreadsheets for school and government records. Also involved creating and executing incentive programs for members. MAY 2011-MAY 2016

HOUSTON HIGH SCHOOL PTSA

Held various positions on the board including both membership and treasurer responsibilities, consisting of keeping financial records and filing necessary tax returns. MARCH 2010-MARCH 2015

HOUSTON VARSITY AND MIDDLE DANCE TEAMS

Served as treasurer of both organizations. In addition to the financial responsibilities, these positions also involved coordinating with Varsity Spirit for the ordering and distribution of uniforms as well as assisting with fundraising efforts.

COMPUTER SKILLS

EXCEL, QUICKBOOKS, SAGE INTACCT, CALIBER, BILL.COM

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