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Lisa Marchetti is a Sales Operations Manager at IQVIA. She possess expertise in accounts payable, management, account reconciliation, project accounting, forecasting and 12 more skills. Colleagues describe her as "I have been closely working with Lisa from last 2 years. She has supported me with project setup, resource assignment and other project admin activities during this time. She is always on top of all activities, never miss any task or email. I really appreciate her positive approach to work and ready to help even on the activities new to all of us. Her commitment and dedication to work is amazing and inspiring so is her discipline and sense of humor. If you are looking for someone to take care of your operations then she is the one to look forward. I've worked with more than one operation team during my career but none have been better than Lisa. I would love to work with her again and strongly recommend to add Lisa to your team on first opportunity you get. Thank you Lisa for all your support to make my job easier and allow me tp look good in front of senior management.." and "I worked with Lisa in a variety of capacities while she was at Spectrum K12 and enjoyed every opportunity to engage with Lisa. Besides being a consummate professional, Lisa always brought a great attitude and willingness to do what it took to get the job done. I've worked with a lot of project accountants during my career but none have been better than Lisa. I would welcome the chance to work with her again and anyone who can add Lisa to their team should do it, they won't be sorry."
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Sales Operations ManagerIqviaBaltimore, Md, Us -
Sales Operations ManagerIqvia Jun 2024 - PresentDurham, North Carolina, Us -
Sr. Operations & Accounting AnalystForesight, An Iqvia Company Oct 2012 - Apr 2024Resource forecasting using PSA tool built on top of Salesforce; work with staffing team to fill open roles within the PV Tech areas.Previous functional Lead for OpenAir; time and expense, projects, billing, resource allocation/forecastReporting - project profitability, resource utilization, staffing forecasts
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Sr. Project AccountantMoodlerooms, Inc Sep 2011 - Sep 2012Functional lead for the NetSuite implementation; specifically the accounting pieces (general accounting, banking, projects, billing, purchasing)NetSuite Administrator – point of contact for all NetSuite system questions, reporting needs, and issues Monthly reporting – project profitability, resource utilization, other ad-hoc reports upon requestTime and Materials billing – monitor floor and ceiling for all T&M contractsMonth end close responsibilitiesTracking of all percent of completion projects. Communication with engagement managers regarding the completion of projects and the recognition of revenue on these projects. Closing completed projects.Learning solutions – create consumed course seat JE based on reports run on all purchased course seats in NetSuiteTracking of course conversions within NetSuite. Communication with engagement manager regarding recognizing the revenue for these, as each bundle is completed.
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Sr. Project AccountantSpectrumk12 School Solutions Mar 2010 - Sep 2011Lead on system conversion from QuickArrow to OpenAirOpenAir Administrator – point of contact for all OpenAir questions, reporting needs, or issuesBi-weekly reporting including project status report, resource utilization report and resource availability reportCommunication with project managers regarding financial workbooks created for each implementation and training projectMonthly expense billingResponsible for the creation of new projects, along with the setup of project tasks and resource assignments per taskAdd billing rules for each project according to the details of each contractMonthly fee billing for all projectsSet up of all new users in OpenAir and give tutorials on the system on an as needed basis
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Billing CoordinatorKpmg Corporate Finance Jan 2008 - Mar 2010Set up of all new engagements via NBA information and Engagement LettersBilling of 30-40 clients with an average net revenue of $2.04M per monthTracking and reporting of revenue according to product and industry categoriesWeekly accounts receivable reportingGap Analysis reporting for monthly expense billingMonth end responsibilities including monthly and year to date revenue reportsIntegral participant in developing reports requested by management
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Senior AccountantConnect Your Care Oct 2006 - Jan 2008Billing for 580 Employer Groups with an average total of $200K per monthAccounts Payable of approximately $5K – $20K per weekDaily and monthly bank reconciliations for multiple bank accounts Weekly reconciliation of employers funding reimbursementVerification of monthly broker commissions
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Database CoordinatorFriends School Of Baltimore Aug 2005 - Oct 2006Baltimore, Md, UsEntry and maintenance of all constituent informationGenerated reports and queries for various school list requestsCompiled and formatted the School directoryGathered and exported information for all school requestsKnowledge of stock gift entry -
Staff AccountantThe Hunter Group/Cedar Crestone, Inc Jan 1995 - Apr 2002Maintained several general ledger accounts Monthly reconciliation of all international accountsManaged the international billing and transfer pricing with offices worldwideFiled monthly excise tax and GST/HSTRan monthly reports and assisted with preparation, analysis and distributionReconciliation of bank statements Supervised team of 4-5 project accountantsManaged monthly billing processClient billing for all Fixed Fee/Fixed Price projectsCalculated monthly sales commissions for sales force
Lisa Marchetti Skills
Lisa Marchetti Education Details
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University Of Richmond, E. Claibourne Robins School Of BusinessBusiness Administration
Frequently Asked Questions about Lisa Marchetti
What company does Lisa Marchetti work for?
Lisa Marchetti works for Iqvia
What is Lisa Marchetti's role at the current company?
Lisa Marchetti's current role is Sales Operations Manager.
What is Lisa Marchetti's email address?
Lisa Marchetti's email address is lm****@****ail.com
What is Lisa Marchetti's direct phone number?
Lisa Marchetti's direct phone number is +141048*****
What schools did Lisa Marchetti attend?
Lisa Marchetti attended University Of Richmond, E. Claibourne Robins School Of Business.
What skills is Lisa Marchetti known for?
Lisa Marchetti has skills like Accounts Payable, Management, Account Reconciliation, Project Accounting, Forecasting, Accounting, System Administration, Cost Reporting, Billing Process, Strategic Planning, Accounts Receivable, General Ledger.
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