Lisa Mcneill, Cb

Lisa Mcneill, Cb Email and Phone Number

Accounting Team Lead @ Two Roads
Chapel Hill, NC, US
Lisa Mcneill, Cb's Location
Raleigh-Durham-Chapel Hill Area, United States
Lisa Mcneill, Cb's Contact Details

Lisa Mcneill, Cb personal email

n/a
About Lisa Mcneill, Cb

Lisa Mcneill, Cb is a Accounting Team Lead at Two Roads. She possess expertise in executive office administration, general office administration, office administration, financial forecasting, financial analysis and 37 more skills. Colleagues describe her as "I worked with Lisa during my time as a Business Analyst for Keane and found her to be well-organized, intuitive and had great follow-through. She was mindful of the company's interests and was always looking for ways we could do our work more efficiently and effectively. She was highly respected by all her peers, including upper-management, and would be a great asset to any company." and "I worked with Lisa for many years at Keane. She was very conscientious and a hard worker. Lisa was an Executive Assistant and interacted with many different Corporate departments and also many Branch Administrators. Whenever there were issues or changes to be made at the cost center level, many of us asked Lisa for her opinion. Lisa was able to successfully bridge the gap between the different groups. Lisa would be a wonderful asset to any company."

Lisa Mcneill, Cb's Current Company Details
Two Roads

Two Roads

View
Accounting Team Lead
Chapel Hill, NC, US
Website:
tworoadssg.com
Employees:
3
Lisa Mcneill, Cb Work Experience Details
  • Two Roads
    Accounting Team Lead
    Two Roads
    Chapel Hill, Nc, Us
  • Two Roads
    Accounting Team Lead
    Two Roads Jul 2022 - Present
    Remote
    • Point of contact for client responsible for accuracy and integrity of financial statements and reporting and quality of client service delivery• Manages special projects to gain efficiencies and/or implement new systems• Manages accounting team of Bookkeepers, Accounting Coordinators and Specialists
  • Two Roads
    Accounting Coordinator
    Two Roads Mar 2019 - Present
    Remote
    Full Service Bookkeeping performed remotely, Including but not limited to: Accounts Payable Processing, Accounts Receivable Invoicing, Receipts and Expense Reports, Processing Weekly Bank and Credit Card Feeds, Bank; Credit Card; and Loan Reconciliations. Monthly reporting and producing of financial statements. Sales and Use Tax Preparation in multiple states. Efficient in Bill.com, Quickbooks Online, Fathom, Google Suite Products and many other accounting focused/POS/Payroll and Reporting… Show more Full Service Bookkeeping performed remotely, Including but not limited to: Accounts Payable Processing, Accounts Receivable Invoicing, Receipts and Expense Reports, Processing Weekly Bank and Credit Card Feeds, Bank; Credit Card; and Loan Reconciliations. Monthly reporting and producing of financial statements. Sales and Use Tax Preparation in multiple states. Efficient in Bill.com, Quickbooks Online, Fathom, Google Suite Products and many other accounting focused/POS/Payroll and Reporting software. Show less
  • Golf Business Network
    Ar Specialist / Virtual Bookkeeper
    Golf Business Network Jun 2017 - Mar 2019
    Raleigh-Durham, North Carolina Area
    • Full charge bookkeeping• All AR accounting, including invoicing, payment applications and collections• Paying bills using BOA’s Bill Payment Center and all associated accounting• Running payroll and all payroll accounting• All bank reconciliations and credit card reconciliations• All adjusting entries• Generating, distributing and e-filing 1099s annually• All QuickBooks Online functions• Sales pipeline reporting • Responsible for integrating the accounting… Show more • Full charge bookkeeping• All AR accounting, including invoicing, payment applications and collections• Paying bills using BOA’s Bill Payment Center and all associated accounting• Running payroll and all payroll accounting• All bank reconciliations and credit card reconciliations• All adjusting entries• Generating, distributing and e-filing 1099s annually• All QuickBooks Online functions• Sales pipeline reporting • Responsible for integrating the accounting information into our CRM and other systems Show less
  • Handlab
    Administrative Support And Services
    Handlab Jul 2015 - Jun 2017
    Raleigh-Durham, North Carolina Area
    • All AR accounting, including invoicing, payment applications and collections• Paying bills using QuickBooks Desktop and all associated accounting• All bank reconciliations and credit card reconciliations• Assist in daily Finance, Operations and Sales support tasks• Daily Bank Deposits• Credit approvals for new customers• Manage regular and sample inventory including ordering of new supply• Grow and maintain marketing prospect and customer database• Assist with… Show more • All AR accounting, including invoicing, payment applications and collections• Paying bills using QuickBooks Desktop and all associated accounting• All bank reconciliations and credit card reconciliations• Assist in daily Finance, Operations and Sales support tasks• Daily Bank Deposits• Credit approvals for new customers• Manage regular and sample inventory including ordering of new supply• Grow and maintain marketing prospect and customer database• Assist with routine month-end reporting Show less
  • Nextaff-Raleigh
    Administrative Support And Services At Handlab
    Nextaff-Raleigh Dec 2014 - Jul 2015
    Raleigh-Durham, North Carolina Area
    • Data Management• Supply ordering• General office administrative support
  • Liberty Tax Service
    Tax Preparer
    Liberty Tax Service Jan 2011 - Apr 2011
    Cary, Nc
    Seasonal position preparing individual 1040 IRS tax returns as well as state returns.
  • Wake County Public Schools
    Clerical Assistant
    Wake County Public Schools Oct 2007 - Jun 2009
    Cary, Nc
    Responsibilities included the verification and reporting of the December and April Child Count Reports identifying special education students within the school.
  • Keane, Inc.
    Executive Assistant
    Keane, Inc. Jan 1992 - Jul 2004
    Durham, Nc
    I held various positions from 1992 to 2004 with Executive Assistant being my most current. Responsibilities centered around financial forecasting and GL reporting. Provided support to Sr. VP of North American Branch Operations. Specific responsibilities included:• Financial forecasting and reporting• Team lead for area business analysts• Helped bridge the gap between corporate departments and branch administrative and area business analyst staff and interacted with various corporate… Show more I held various positions from 1992 to 2004 with Executive Assistant being my most current. Responsibilities centered around financial forecasting and GL reporting. Provided support to Sr. VP of North American Branch Operations. Specific responsibilities included:• Financial forecasting and reporting• Team lead for area business analysts• Helped bridge the gap between corporate departments and branch administrative and area business analyst staff and interacted with various corporate departments to resolve general ledger, accounts receivable, and accounts payable issues• Support personnel for Senior Vice President of North American Branch Operations• Prepare general ledger and profit and loss statements• Participated in branch administration focus team to develop best practices• Traveled to various branch locations to train administrative teams• Manage administrative staff• Personnel functions including conduction new employee orientations• Prepare accounts payable and accounts receivable• Client invoicing Show less
  • Mental Health Association Of Nc
    Finance Director
    Mental Health Association Of Nc Jul 1989 - Dec 1991
    Raleigh, Nc
    • Responsible for financial reporting for association and residential services program including prepare general ledger, accounts payable and accounts receivable, process payroll and reconcile bank statements• Manage financial staff• Department of Housing and Urban Development (HUD) reporting• Conduct workshops for residence managers on accounting and rental procedures
  • First Federal Savings And Loan
    Financial Reporting Accountant
    First Federal Savings And Loan Dec 1987 - Dec 1988
    Raleigh, Nc
    • Prepare financial statements for First Federal of Raleigh• Prepare consolidated financial statements for Firstcorp• Prepare Federal Home Loan Bank of Atlanta report• Reconcile general ledger accounts• Process invoices• Prepare various information for financial statements

Lisa Mcneill, Cb Skills

Executive Office Administration General Office Administration Office Administration Financial Forecasting Financial Analysis Financial Reporting Financial Accounting Management Accounts Payable Accounts Receivable Human Resources Microsoft Excel Microsoft Word Event Planning Non Profits Non Profit Volunteer Peoplesoft Business Analysis Payroll Program Management Process Improvement Project Management Vendor Management Leadership Business Process Improvement Database Administration Quickbooks Journal Entries Problem Solving Creative Problem Solving Collaborative Problem Solving Microsoft Office Adobe Acrobat Account Reconciliation Invoicing Bookkeeping Financial Statements Customer Service Accounting Accounts Payable And Receivable Monthly Close Process Year End Close

Lisa Mcneill, Cb Education Details

Frequently Asked Questions about Lisa Mcneill, Cb

What company does Lisa Mcneill, Cb work for?

Lisa Mcneill, Cb works for Two Roads

What is Lisa Mcneill, Cb's role at the current company?

Lisa Mcneill, Cb's current role is Accounting Team Lead.

What is Lisa Mcneill, Cb's email address?

Lisa Mcneill, Cb's email address is lm****@****.rr.com

What schools did Lisa Mcneill, Cb attend?

Lisa Mcneill, Cb attended North Carolina State University.

What are some of Lisa Mcneill, Cb's interests?

Lisa Mcneill, Cb has interest in Animal Welfare, Education, Children.

What skills is Lisa Mcneill, Cb known for?

Lisa Mcneill, Cb has skills like Executive Office Administration, General Office Administration, Office Administration, Financial Forecasting, Financial Analysis, Financial Reporting, Financial Accounting, Management, Accounts Payable, Accounts Receivable, Human Resources, Microsoft Excel.

Who are Lisa Mcneill, Cb's colleagues?

Lisa Mcneill, Cb's colleagues are Anindya Dutta.

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