Lisa Crawford Email & Phone Number

California, United States

In my role as Director of Deployment Operations I helm a specialized team dedicated to refining operational processes, fostering improved communication among business units, and maximizing efficiencies.

Accounting and Finance¥ Oversee and maintain company accounting system¥ Collaborate with company owners to develop financial reporting structure that informs business decisions¥ Establish and implement accounting policies and best practices¥ Process bimonthly payroll ¥ Manage customer procurement requirements ¥ Oversee all aspects of Accounts Receivables including weekly customer invoicing and receipt of payments¥ Manage vendor on-boarding¥ Post and process Accounts Payables¥ Provide customer and vendor account reconciliations as needed¥ Support monthly, quarterly, and fiscal close of books¥ Collaborate with Sales and Customer Success team for sales forecast/pipeline planningConsultant Resource Management:¥ Source Professional Service consulting opportunities and assign consultants with appropriate skills to implement scope of work¥ Facilitate logistics for the delivery of Professional Services with customers¥ Liaise with business partners to establish ongoing opportunities¥ Identify and facilitate skills training paths for new hires and coordinate ongoing staff professional developmentOperations Analyst:¥ Establish business workflow and procedures to support all aspects of business¥ Develop and maintain Customer Relationship Management system application¥ Collaborate with the team to continually evaluate and improve company best practices and brand managementHuman Resources:¥ Collaborate to develop company policy and compliance materials ¥ Support employee and contractor on-boarding and off-boarding

Consultant Resource Management:¥ Source Professional Service consulting opportunities and assign consultants with appropriate skills to implement scope of work¥ Facilitate logistics for the delivery of Professional Services with customers¥ Liaise with business partners to establish ongoing opportunities¥ Identify and facilitate skills training paths for new hires and coordinate ongoing staff professional developmentOperations:¥ Establish business workflow and procedures to support all aspects of business¥ Develop and maintain Customer Relationship Management system application¥ Collaborate with the team to continually evaluate and improve company best practices and brand managementHuman Resources:¥ Collaborate to develop company policy and compliance materials ¥ Support employee and contractor on-boarding and off-boarding

Financial Management:¥ Managed a team of 2-3 staff accountants. Reported directly to company partners and participated on management team.¥ Managed all financial processes, payroll administration, accounts payable and receivable, managed revenue recognition, accurately invoiced clients and followed up on client collections. ¥ Responsible for all tax reporting including interactions with tax professional responsible for personal returns for partners.¥ Responsible for client production budget reconciliations, analysis and final close out. ¥ Collaborated with finance and business development consultants to evolve company reporting and KPIs.Human Resources:¥ Oversaw all aspects of HR for agency with 30 full-time staff and 20+ temporary staff ¥ Managed employee relations and developed company policy and compliance materials ¥ Performed employee classification analysis, administration of all employee benefits (401k, Section 125, life, health, dental), and leaves of absence management. ¥ Managed new hire on-boarding and employee terminations. ¥ Researched and oversaw compliance with City of San Francisco, state, and federal regulations Contracts and Operations:¥ Managed client and vendor contract administration including negotiation of contract terms and conditions, bill rates and ongoing compliance. ¥ Responsible for administration of business insurance ¥ Sourced and implemented software for time tracking and contracts database.¥ Developed business impact analysis and contingency planning.¥ Facilitated annual women owned business certification.¥ Worked in coordination with production team to support logistics of client programs.¥ Collaborated with IT vendors on company IT infrastructure, system upgrades & implementation. ¥ Directed all administration of related entity real estate holding company including oversight of all financials, compliance reporting, subleases and facilities management of sub-lessors, and annual CAM billing and reconciliation.

Managed all aspects of the finance, administration, and HR for a growing non-profit agency that provided early intervention services for children with autism.¥ Oversaw the management of all aspects of the accounting department including quarterly financial reporting to the board of directors and annual budgeting. ¥ Managed human resources administration including recruitment and hiring, policy administration, and legal compliance. ¥ Managed contracts with state funding agencies and participated in rate setting negotiations with special education local plan area departments. ¥ Successfully facilitated the licensing of a specialized preschool and after school program, and secured on-going funding with state agencies.¥ Responsible for all aspects of grant application process including writing, submitting and compliance administration. Awarded several grants that enabled the expansion of agency services and outreach.

Oversaw the accounting and administration for an online retailer.¥ Managed all aspects of finance department including financial planning and management of all accounts payable and receivable, and financial reporting to the company owner. ¥ Implemented processes for Inventory management and reconciliation¥ Provided general office management and administration of Human Resources matters. ¥ Assisted with the integration of an entirely new product line and the development of the flagship brick and mortar retail store in San Francisco. ¥ Successfully managed a Board of Equalization sales tax audit with excellent results.