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Lisa L. Email & Phone Number

Finance Project Manager 📈 Vendor and Customer Relationship Expert 🗣 Risk Operations Specialist 💳 Growth Builder 🦄 Artist/Creator 🎨 Musician/Singer 🎶 Empowerment Striver 💪 Encouragement Provider 🌟 Idea Seeker 💡
Location: Dallas-Fort Worth Metroplex, United States 19 work roles 5 schools
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Finance Project Manager 📈 Vendor and Customer Relationship Expert 🗣 Risk Operations Specialist 💳 Growth Builder 🦄 Artist/Creator 🎨 Musician/Singer 🎶 Empowerment Striver 💪 Encouragement Provider 🌟 Idea Seeker 💡
Location
Dallas-Fort Worth Metroplex, United States

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Lisa L. is listed as Finance Project Manager 📈 Vendor and Customer Relationship Expert 🗣 Risk Operations Specialist 💳 Growth Builder 🦄 Artist/Creator 🎨 Musician/Singer 🎶 Empowerment Striver 💪 Encouragement Provider 🌟 Idea Seeker 💡 based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Lisa L..

Lisa L. previously worked as Staff Accountant Manager at January Digital and Implementation Specialist at Infinite Computer Solutions. Lisa L. holds Music, Music, Theatre, Graphic Design from Texas Tech University.

Profile bio

About Lisa L.

Adaptive and efficient self-driven problem-solver with an abundance of grit. Dedicated to creating progressive solutions for process improvements and team development. Instinctively analytical and intuitive with data and communication.

19 roles

Lisa L. work experience

A career timeline built from the work history available for this profile.

Staff Accountant Manager

New York, Ny, Us

Mar 2023 - May 2024

Implementation Specialist

Rockville, Maryland, Us

UAT, Database and Workspace Production and Test Environment Provisioning, File coordination, Implementation, Consultation, Backup and Restoration for Prologue Accounting Software.

Nov 2022 - Mar 2023

Senior Accountant

Austin, Tx, Us

• Gained experience in IFRS based POC revenue recognition, contract allocation, timesheet-based revenue adjustment, and billing for milestones, T&M, subscriptions, annuities, and workshops• Did reporting for staff utilization, project allocation, aging, P&L rate adjustment, and forecasting• Offered insight into more current, time-saving approaches including xlookups, shortcuts, and customization for Quickbook and Kimble reports

Jun 2022 - Aug 2022

Senior Ap & Credit Specialist

Fort Worth, Texas, Us

• Managed all vendor relationships both in-office and remotely• Negotiated prices, saving the company over $50k per year on vendor fees• Reconciled checking, cash collateral, corporate credit card, B2B payment platforms, and investment accounts with a variety of processing times• Set up vendor and expense recording structure for M&As throughout investments from GTCR and Blackstone and Aquisitions of Acquisio, Advantage and Bluhorn• Finalized approvals for corporate card expense through multiple API integrations• Exported, organized and reported for T&E, Auditing, GL Maintenance and HR/Payroll functionality• Orchestrated ease of use with high-maintenance Vendor software and reporting• Maintained and reported immaculate A/P Aging records• Ensured correctness of vendor invoices checked against contracts, data reports and relational transactions• Managed onboarding, offboarding and employee departmental changes in ERP, API and Bank Services. • Updated SSO requirements for API• Provided role breakdowns for segregation of duties• Created automation of information including using imports/exports, memorized transactions, Pivot Tables, VLookups and advanced formulas.• Juggled multiple vendor payout terms, extending our DPO from 30+ to 90+ days based on investor requirements• Managed real estate expenses for all company offices, including development of the current award-winning office • Negotiated contracts, releases and refunds and implemented better remote capable options to help continue our growth trajectory throughout the global pandemic• Trained and mentored peers, offering high-level cross-departmental advice concerning financial matters and general company resources • Provided insight on future spend through estimates and accruals based on reporting, 3-month margins, and contract review• Assisted the growth of our company from 150 to 450 employees and from $52M to $136M in revenue - without significant growth to our accounting department

Mar 2019 - Jan 2022

Ar/ Ap Coordinator

Fort Worth, Texas, Us

• Implemented credit lending best practices, decline verbiage, evaluational consistency, credit bureau advisement, international credit bureau usage, verification processes, and non-credit bureau verification tools • Initiated and executed complete deployment and maintenance of the department's Dunning program which served to cut efforts and losses while boosting significant customers from 600 to 1300 with no change in DSO.• Advised on need for audit-compliant segregation of duties.• Re-organized the implementation of credit memos through written functions and formulas that worked with google forms to automate information.• Organized and archived unused records in order to clear up ERP searches without disposing of valuable records.• Helped implement and integrate end-to-end client payment platforms and prepay options for credit-ineligible customers.• Reported incoming payments in both ERP and Google Drive.• Made and executed credit decisions based on analytical skills learned as an underwriter/credit analyst.• Maintained immaculate A/R Aging Report• Created and issued invoices and credit memos, including requested breakdowns for Parent-Subsidiary relationships, advertiser spend and/or tactic, AGF, Social Media Platforms, and CRM.• Processed incoming and outgoing payments and records and reconciled Checking, Cash Collateral and investment accounts

Feb 2017 - Mar 2019

Bank Teller

San Antonio, Texas, Us

• Improved previous experience with teller transactions such as deposits, split deposits, withdrawals, transfers, wire transfers, loan payments, cashiers checks, money orders and gift card purchases, fraud recognition, identity requirements, and monetary and non-monetary fund balancing• Obtained excellent customer service skills through both daily customer and new customer interaction.

Sep 2016 - Feb 2017

Owner/Teacher

• Taught voice, piano, general music, art, and theater lessons • Maintained my own customer base, books and records• Created my own logo and dispersed my own advertising- Offered free lessons to low income students

Sep 2015 - Feb 2017

Commercial Credit Specialist

New York, New York, Us

• Gained experience in analyzing business credit bureaus and personal credit bureaus for personal guarantors

Mar 2014 - Sep 2015

Loan Underwriter

New York, New York, Us

• Did Underwriting for unsecured and CD secured loan applications• Gained experience in Rumba, ACAPS, CitiSmart, Filenet, and Innovis

May 2014 - Sep 2014

Risk Management Supervisor

New York, New York, Us

• Became proficient in skills for many beneficial computer programs• Enhanced multi-tasking skills by doing work on a variety of programs simultaneously• Expanded customer relation expertise by working with customers on their accounts and applications• Gained experience in catching fraud while processing account and application transactions• Advanced time management, problem-solving and self-evaluation skills

Jan 2012 - Mar 2014

Professional Freelancer

Odds and ends jobs appropriate for a pre-teen/teenager to do, also bleeding into my adult life as a means for secondary income here and there Babysitting/Dog Sitting/ House SittingHousekeeping Building FencesFreelance writer through TextBroker and an unpublished novel I wroteEvent decorationCraft creations and sales SingerPianistTeacherCatererChildren's Summer Intern

Jan 1995 - Sep 2012

Bookkeeper/Vault Teller/Teller

West Texas State Bank

• Obtained skills for complex searching by keeping tellers balanced with federal books• Developed leadership by managing employee audits• Stocked all in-house supplies• Established great customer rapport and provided answers to complex customer problems• Maintained organization of customer information and files• Gained experience in cashiering by managing teller and vault transactions• Managed all ordering, stocking, and shipping transactions• Learned new computer programs and expanded keyboard skills through bookkeeping and teller transactions• Reinforced math skills by balancing books and teller drawers

May 2011 - Nov 2011

Substitute Teacher

Kermit Isd

• Gained experience in time management• Effectively dealt with complex student problems • Maintained a calm atmosphere in chaotic circumstances• Developed good relationships with students, faculty, and parents

Aug 2010 - Jan 2011

Substitute Teacher

Wink Isd

Substitute Teacher for all grades (K-12) and all subjects

Jan 2010 - Jan 2011

Owner/ Music Instructor/ Creator

Joyful Creations

• Improved upon marketing and sales skills• Expanded innovative thinking skills• Developed good customer rapport• Maintained a self-driven schedule

Aug 2009 - Jan 2010

Music Teacher

Phoenix, Az, Us

• Obtained customer service skills through client and student interaction• Organized customer files and databases• Furthered writing skills through the creation of press releases and contact letters• Heightened ability for creative thinking• Gained skills for teaching children with autism, down syndrome and cerebral palsy

Aug 2008 - Aug 2009

Sales Associate

• Stocked and organized music department and other departments• Checked in merchandise• Placed orders • Inventory

Jan 2003 - May 2003

Hostess

Orlando, Florida, Us

Sep 2002 - Jan 2003

Clerk/ Janitor/ Grill Cook

Circle D

Cash Register, Grill/fryer cook, Janitorial

Jun 2001 - Jan 2002
5 education records

Lisa L. education

Music, Music, Theatre, Graphic Design

Texas Tech University

No Degree From Here - Went On To Texas Tech, Music Performance, General

Midwestern State University

General, General

Roby High School

General

Burkburnett High School

Education record

Ira Isd
FAQ

Frequently asked questions about Lisa L.

Quick answers generated from the profile data available on this page.

What is Lisa L.'s role at their current company?

Lisa L. is listed as Finance Project Manager 📈 Vendor and Customer Relationship Expert 🗣 Risk Operations Specialist 💳 Growth Builder 🦄 Artist/Creator 🎨 Musician/Singer 🎶 Empowerment Striver 💪 Encouragement Provider 🌟 Idea Seeker 💡.

Where is Lisa L. based?

Lisa L. is based in Dallas-Fort Worth Metroplex, United States.

What companies has Lisa L. worked for?

Lisa L. has worked for January Digital, Infinite Computer Solutions, Edgile, Simpli.Fi, and Frost Bank.

How can I contact Lisa L.?

You can use AeroLeads to view verified contact signals for Lisa L., including work email, phone, and LinkedIn data when available.

What schools did Lisa L. attend?

Lisa L. holds Music, Music, Theatre, Graphic Design from Texas Tech University.

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