Lisa Workman Email & Phone Number

Baltimore, Md, Us

Baltimore, Md, Us

• Assist in managing the School’s sponsored funds.• Extract financial data from various accounting systems to perform statistical, cost and financial analysis of reports and data.• Assist in financial analysis regarding projected changes in revenues and expenditures. • Prepare budget allocations and appropriations. • Serve as a liaison between divisional departments and the Controller’s Office by identifying and communicating account balances to departments, providing instructions and answers to account questions, identifying and resolving account issues.

Baltimore, Md, Us

• Report month-end clinical volume and billing results for the hospital and affiliated medical centers and present to Clinical Business Operations Director• Monitor clinical activities to see where improvements can be made to control expenses• Track various healthcare measures and report results for physician reimbursement• Responsible for creating a spreadsheet to track invoiceable milestones in clinical trials and other research studies, eliminating missed invoicing opportunities and increasing revenues• Responsible for initiating and performing audit of department’s monthly pager bill; identified areas to reduce equipment and costs resulting in lowered monthly expenses• Perform AP-related duties including creating check requisitions for vendor payment

Hanover, Pa, Us

• Perform daily, month-end, and quarter-end financial detail tracking • Assist with month-end close out and reporting of financial results• Serve on a team to procure sales tax exemption certificates from customers in order to comply with state-by-state tax requirements. Primarily responsible for the organization of this effort, including creating and using complex spreadsheets• Provide sales history and trends to the sales department, including calculating commissions• Created and developed Excel-based cost analysis for special capital expenditure justification project

San Francisco, California, Us

• Processed monetary transactions efficiently with computer teller system• Answered financial questions and assessed needs to inform customers of various bank products• Responsible for maintaining store inventory and communicating with vendors to purchase supplies