Lisa Pubigee Email & Phone Number

Financial Management and Compliance-Develop and maintain organizational budget and finances, including monthly bookkeeping-Manage accountant, audit, legal and banking relationships-Compliance oversight and reporting Human Resources and Operations-Manage all HR administrative needs including hiring, payroll processing, benefits management, etc.-Manage all technology needs and strategy, including donor database, website, and staff software and hardwareFirst Mile Program Administration -Lead on First Mile events, communications, compliance, and record keepingCommunications & Events support, as needed

Seattle, Washington, United States

Financial Management -Accounts payable/receivable (501(c)3 & 501(c)4 compliant -Data entry and maintenance of QBO and donor CRM (EveryAction); -Perform month-end, year-end, and compliance-related tasks.Organizational Administration-maintain office and administrative needs for the team.Operations, HR, & Benefits Administration -Maintain operational integrity of the organization, records, and vendor management; -complete staffing related updates; implement employee wellness and retention plans.Technology and Security-Maintain all organizational hardware and software; -Research and implement best practices for security.Events logistics and Communications management.

Assist Operations Director with day-to-day function of organizationAccounts Payable/Receivable - 501(c)(3) & 501(c)(4) compliantAdminister processes for fiscally sponsored programs including onboarding & financialsCoordinate logistics and materials for staff meetings, board meetings, & network events Book all work-related travel and assist with schedulingProvide development support to the Executive Director including financial documentation for proposals and reportsHR and hiring support, as neededGeneral office management

West Seattle

Onboarding Specialist - prepare and host Day 1 Orientation, weeklyCompile personnel records and coordinate required trainingsMulti-system data entry (BambooHR, Navision, Sigmund EHR, Relias)Assist in processing pre-hire requirements (reference & background checks, driving records, etc.) HR point of contact at West Seattle campus

Greater Seattle Area

Full-cycle recruitment and medical staff credentialingBenefits administration (TIPS/FEHB)HRIS and Applicant Tracking System setup (Paychex to Paycom)Edit and approve time sheets, as needed Review and process performance appraisals and merit increases Maintenance of Org Chart and staff directories

Greater Seattle Area

Point-of-contact for recruitment process Review and update job descriptions (formatting and content) Conduct new-hire orientation Advise staff regarding internal policies and procedures Track and file incoming documents and requests (flu vaccination tracking, employment verification requests, parking allotment, etc.) Create and distribute Employee Satisfaction SurveyGeneral HR support

Greater Seattle Area

Point-of-contact for all incoming calls and visits to community health clinicResearched, negotiated and executed new vendor contract for postage machine Processed incoming checks for accounts payable and patient billing Sent and received facsimiles (Patient Health Information, pharmacy requests) General reception duties: kept employee forms and client brochures stocked and up to date; oversaw check-in/check-out of visitors and vendors; opened, sorted, delivered incoming mail; prepped outgoing mail; reserved conference rooms for staff; set up phone system process for holiday/closure schedules.

Greater Seattle Area

Manage calendar of events, plan and execute departmental meetingsCoordinate and encourage interdepartmental communication (Sales, Marketing, Engineering, Accounting, HR departments) Front-desk management of potential and long-standing customers/vendors Database management (Salesforce, Constant Contact)Finance assistance (billing, data entry, monthly reports, purchase orders/invoices, credit card reconciliation General administrative support: proofread legal documents; travel arrangements; processed new-hire forms; organized electronic and physical records of sensitive and confidential data; responsible for shipping and receiving of large and small quantities of company property

Bellingham, Washington

Received and completed initial processing of the Free Application for Federal Student Aid (FAFSA), requested and reviewed tax data from applicants and/or their parent(s) Investigated student claims, researched tax law; re-submitted FAFSA data to reflect accurate tax information Created estimated “award letters” based on federal eligibility requirementsLead for complex issues before escalation to counselors and/or management Acted as an information resource and mediator Created and implemented an improved training program for FASC employees Updated and standardized the References and Procedures manual for the FASC Aided in the process of digitizing student records

Bellingham, Washington

Provided information to the public regarding Federal & State policies and procedures Provided support to colleagues regarding highly detailed policies and sensitive data; trained and mentored employees of the FASC, supervised progress, scheduling and level of service of junior Peer Advisors Learned and adapted to internal system updates (Banner®, Perceptive NolijWeb) Created step-by-step procedures for basic and complex Federal and Institutional systems; updated procedures within changing federal, state and institutional regulations Improved and provided insight for FASC forms and brochures