Lance Liddell Email & Phone Number

Eau Claire, Wisconsin, United States

• Align objectives and bridge communications with cross-functional stakeholders, including committee members, Board members, and senior leadership, to ensure transparent accounting/financial reporting.• Strategize and direct operations for various accounting functions, such as payroll, tax filing (W-2, 1099), accounts receivable, and accounts payable, including ensuring data integrity while documenting and paying out donor campaign dollars to local agencies and partners and to cover basic operating expenses.• Enable strategic planning by generating data-driven financial insights through trend and financial analysis; produce forecasts and convey strategic recommendations in support of advancing organizational goals.• Demonstrate expertise conveying complex and detailed financial information to stakeholders and leadership in a clear manner, including delivering informative presentations outlining monthly and annual financial performance and the annual budget.• Prepare and maintain the annual budget to support operations and organizational objectives.• Headed the integration and adoption of accounting software and Excel-based processes to streamline month-end accounting operations, generate time savings, reduce costs, and boost efficiency.• Verify ongoing alignment with the Lean business model to ensure optimal profitability, including monitoring and identifying opportunities to reduce operating expenses.• Selected and partnered with a new internet service provider to reduce costs and improve quality.• Play a key role in risk mitigation by orchestrating and conducting annual audits in close collaboration with third-party auditors, including presenting results to the public in accordance with policies.• Adapt to changing priorities and execute sound decisions in fast-paced, deadline-driven environments.• Navigate complex challenges, obstacles, and issues with an innovative and solution-focused mindset.

Eau Claire, Wisconsin, United States

• Maintained meticulous attention to detail and compliance while processing daily invoices and payments.• Drove continuous improvement across accounts payable processes by identifying and addressing inefficiencies, successfully strengthening accuracy and productivity.o Improved organization of incoming vendor bills for remote staff by using Microsoft Excel.o Coached and mentored staff on spreadsheet development and utilization, resulting in reducing errors and strengthening skills.• Employed analytical problem-solving skills to troubleshoot and resolve billing discrepancies efficiently.

Eau Claire, Wisconsin Area

• Built a collaborative work environment to facilitate the seamless execution of day-to-day office operations while managing five office staff/front desk associates; delivered exemplary leadership to motivate staff.• Handled various administrative responsibilities, including responding to phone calls and managing schedules, and aided internal staff as needed.• Complied with established standards and protocols while processing payroll and daily sales, managing 401K submissions and child support contributions, and verifying accuracy of sales rebates/submissions.• Drafted and prepared detailed financial reports for recordkeeping, leadership, and compliance.

Eau Claire, Wisconsin Area

• Orchestrated and led day-to-day accounting operations in accordance with established processes and budget controls, including managing vendor invoicing and payments.• Charted the successful development and ongoing management of the $1M annual budget, successfully recovering $9K in lost revenue within the first year of tenure through effective financial analysis.• Supported business growth and scalability by spearheading a QuickBooks initiative focused on revamping the structure and eliminating unnecessary data, demonstrating strong project management skills.• Strengthened information sharing and transparency by transitioning finance files to a digital environment.• Completed bank reconciliations to ensure balanced accounting and eliminate discrepancies.• Verified that financial performance continued to align with short-term and long-range goals by preparing and presenting month-end and year-end reports to leadership and property owners.• Promoted to serve in an auditing role during third year of tenure to support ongoing regulatory compliance across accounting/finance operations, maintaining responsibility for verifying the accuracy of property owner ledgers inclusive of reported income, expenses, and net profits for payment to owner.• Standardized and clearly outlined policies, procedures, and expectations by liaising with a colleague to develop and implement both a policy & procedure manual and employee handbook.

Chippewa Falls

• Produced value-added, data-driven insights based on metrics and other business data, resulting in deepening insights into business performance, goal attainment, and key opportunities.• Communicated insights to stakeholders during both weekly and monthly meetings to guide business direction and ensure transparent communication among cross-functional teams.• Assisted with accounting and administrative operations, including preparing and submitting insurance claims, supporting collections, applying credit to old/delinquent accounts, and resolving billing complaints.• Leveraged strong interpersonal communication skills to provide exceptional customer service to patients while assisting with patient care duties and eyewear sales efforts.

Eau Claire, Wisconsin Area

Compose, develop, and maintained daily, weekly, and month end reporting for departmental leaders including financial costs, sales, labor and production reports. Charged with on-going inventory tracking and bi-weekly manual collection of on-site product data and submission of data to corporate buyer. Implemented short and long-range departmental goals, objectives, policies, and operating procedures. Liaison with payroll department and ensuring compliance with all Federal / State Employment and Labor Laws as well as corrections of employee time charts, schedules and work breaks. Reviewed and consolidated vendor invoices and purchase orders securing accurate accounts payable transactions.~ Promoted from Controller Trainee in less than two months (six month target date) based on surpassing company performance goals and exceeding departmental expectations surrounding reporting and analysis capabilities.

Chippewa Falls Wi

Responsible for verification and accuracy of insurance claims and billing records. Worked in conjunction with billing and audit teams to review and verify accuracy of processed claims. Ensured timely payments from insurance providers and patients. Reviewed, audited and corrected individual client charges to properly reflect with charges posted. Provided assistance and recommended a variety of support programs for families in financial distress. ~ Trained new employees surrounding company policies, dental claims procedures, insurance coverage verification and financial assistance qualification guidelines.

Chanhassen, Mn

Worked closely with patients, doctors, technicians and vendors to provide patient care and technical support. Prepared and submitted insurance claims, resolved billing complaints, performed collection activities and followed up on old and / or delinquent accounts. Maintained Accounts Receivable [A/R] and Accounts Payable [A/P] records. Charged with account management activities of all existing and new vendor relationships including billing cycle negotiation and inventory management.~ Exceeded company performance expectations and acquired further responsibility including; inventory, pricing, merchandising and financial accountability.~ Completed Bachelor of Science Degree in Business / Finance while working full-time.

Bloomington, Mn

Led team of four associates and $95K in monthly sales volume. Responsibilities included markdowns and re-merchandising, sales tracking, problem resolution and financial reporting [Daily, Weekly, Monthly and End of Year]. Developed trained and coached sales associates and drove productivity. Assisted in the transition and implementation process of new corporate structures and directives involving the change from Franchise to Corporate. ~ Recruited as an Optician and readily advanced to General Management position based on sound judgment, job performance and demonstrated leadership credibility.~ Completed an Associates Degree in Business while simultaneously working full time, achieving set goals and advancing internally.

La Crosse, Wi

Worked closely with Optometrist in a fast-paced atmosphere and interpreted written prescriptions to determine the correct specifications of lenses. Recommended eyeglass frames, lenses and lens coatings. Accurately and thoroughly reviewed lenses and frame orders ensuring a proper fit and increased customer satisfaction.

La Crosse, Wi

Charged with departmental freedom to implement various managerial initiatives as deemed necessary to increase sales, profitability and productivity. Oversaw and managed all departmental activities such as merchandising, stock availability, account and sales analysis and forecasting. Recruited, trained and led a floor staff consisting of two team members and several floating associates. Worked closely with Store, Stock and Service Managers regarding inventory, product strategy and customer service issues.~ Proactively researched and implemented departmental processes and product merchandising strategies resulting in a consistent increase in sales.~ Executed product displays to include required, sale and high-profit items based on discussion and collaboration with Store Manager, which contributed to meeting or exceeding weekly sales targets and profit goals.~ Decreased loss and increased departmental profit as a direct result of reduced inventory levels and shrinkage..

La Crosse, Wi

Worked in multiple departments on the store level including; receiving, inventory, customer service, sales associate, sales ad team, etc...

Bachelor Of Science, Business / Finance

Highlighted courses include: Basic, Intermediate and Corporate Accounting, Investments and Corporate Finance.

Associate Of Arts, Business