Lisa Haggerty Email & Phone Number

Pittsburgh, Pa, Us

Pittsburgh, Pa, Us

Customer service representative for company’s main financial systems which includes providing on-going training and financial reporting consultative services. Primary liaison for Dreyfus Finance team, responsibilities include business continuity, administration of Dreyfus’ security assets financial data, total sales & revenue reporting and systems’ access Responsible for PeopleSoft Financial security which includes granting access & on-going maintenance Key member of IBM… Show more Customer service representative for company’s main financial systems which includes providing on-going training and financial reporting consultative services. Primary liaison for Dreyfus Finance team, responsibilities include business continuity, administration of Dreyfus’ security assets financial data, total sales & revenue reporting and systems’ access Responsible for PeopleSoft Financial security which includes granting access & on-going maintenance Key member of IBM Cognos Financial Reporting system implementation team; validated conversion data, conducted user acceptance testing and developed training materials Show less

Supports Technology Finance Department (Domestically & Internationally) in the areas of financial planning, forecasting, financial accounting, reconciliation functions, review and analysis. Preparation of annual Operating Plan  Support analysis of monthly financial performance, general ledger accrual process Reconciliation of key and balance sheet general ledger accounts Maintenance of cost center hierarchies Preparation of major expenditure requests financial… Show more Supports Technology Finance Department (Domestically & Internationally) in the areas of financial planning, forecasting, financial accounting, reconciliation functions, review and analysis. Preparation of annual Operating Plan  Support analysis of monthly financial performance, general ledger accrual process Reconciliation of key and balance sheet general ledger accounts Maintenance of cost center hierarchies Preparation of major expenditure requests financial analysis Show less

Administration of a portfolio of various types of residential real estate loans including land acquisition and development, new home construction, builder line lending, second mortgage pool loans, and REO properties. Maintained legal document files and performed loan funding analysis Monitored and coordinated work progress Performed delinquency analysis including credit history research, & REO property administration