Lisa Latimer Email & Phone Number

Greater Chicago Area

Manage a wide range of day-to-day tasks for fund accounting for church, elementary schools, religious education, and cemeteries, such as performing all accounting functions including AP/AR administration, deposits, bill payments, bank wires, statement reconciliations, and invoice/records management. Maintain cash flow and handle large sums of cash while preparing timely month-end close, developing and maintaining strong month-end close procedures. Incorporate online giving with My E Offering platform. Utilize Paylocity Payroll and HR Software to manage payroll for more than 25 workers. Recruit, lead, and train up to twenty volunteers. Served as maintenance coordinator for a campus with ten buildings. Carry out risk management for insurance companies to avoid any discrepancies. Integrate and perform regular audits of internal controls.Key Accomplishments:• Accomplished in creating and managing annual budget averaging $2.5M.• Pioneered group within Diocese to institute ParishSOFT Accounting for the parish.• Served as liaison for new $4.5M church construction by leveraging prior experience in construction.• Successfully installed FACTS Tuition Management as tuition billing software by collaborating with school.• Employed Parish Data Systems database management software for maintaining donation records for 1200 households.

Morris, Illinois, United States

Provided financial information to management by researching/analyzing accounting data and preparing reports. Documented financial transactions by entering account information. Managed receipt, banking, and protection of company construction funds. Prepared monthly and yearly budgets while continually monitoring expenditures while reviewing statements and providing advice on issues pertaining to business finance. Produced accurate and thorough home designs, take-offs, and estimates. Created contracts, contractor statements, and lien waivers. Processed payroll, prepare and file payroll tax forms for seven employees. Employed CAD software for modifying house plans and designs according to customer requirements.Key Accomplishments:• Served as a substitute in the absence of the president by leveraging superior leadership skills.• Established and executed advertising strategies and campaigns by collaborating with outside marketing services.• Developed and tracked budgets and cycle times for all construction stages, as well as administered employee benefit programs, including insurance analysis and selection.• Successfully managed overall accounting and job costing for $2.5M in yearly sales of residential and light commercial general and carpentry contracts.

Bachelor Of Science - Bs, Accounting

Associate'S Degree, Accounting