Lisa Marshall Swift Email & Phone Number

Boulder, Colorado, United States

Arvada Colorado

Director of Accounting/HR Operations at Tivoli Brewing Company, Tivoli Distributing Company, ILOVIT and Tivoli TaphouseResponsible for all aspects of accounting for 4 related yet completely different companies: A beverage (alcohol) distribution company, a brewing company, a bar/restaurant company and a holding company. Each with its own budget, transaction set, employees, regulation and taxing, and software systems. Work with multiple software systems and consolidate information into QuickBooks. (SOS Inventory, Aloha POS, Square Restaurant, BeerRun, Orchestrated Beer, EKOS, Homebase, ZOHO Expense Mgmt and QB Payroll. Responsible for all accounts receivable and accounts payable.Work with teams to develop budgets, track results and work with teams to improve performance.Provided management team with cash flow status and projections.Brought in over 1 million dollars in loans and grants.Responsible for all account reconciliations (bank, credit cards, g/l accounts), adjusting journal entries and period closings.Work with CFO to validate all accounting results (transactions, g/l accounts, inventory valuations, COGS), making appropriate adjustments and reporting results to the board. Responsible for submitting all tax returns and regulation filings (e.g. Sales, Excise, Property, Payroll and Income) Worked with teams to develop better processes and to improve efficiencies and accuracies.Responsible for all other accounting, business and HR functions.

Westminster, Co

Wheaton, Il

Financial analysis and reporting on investment accounts.Financial analysis on divorce settlement options.Year-end accounting data cleanup prior to tax preparation; preparation and filing tax returns.Payroll services including new hire setups, check calculations, tax reports, and withholding submissions; ensuring compliance with all applicable federal and state laws.Setup and maintain all computers, software and network. Security and data protection strategies. Invoicing and accounts receivables.Website maintenance for WFS and for the Association of Illinois Divorce Financial Professionals.

Lake Oswego, Or

Liaison between Wyatt Software and the various US Wyatt offices.Established and managed a team of 4 software engineers responsible for assisting all Wyatt offices in the installation and customization of a centrally built pension system.Provided many Wyatt offices with pre-sales assistance in the form of product demonstrations, sales materials and pricing development and validation.Assisted many Wyatt offices with project management, client management, and resource management. Used my position to identify, document and spread best practices throughout the Wyatt implementation teams.Participated on the WyPen Oversight Committee – worked with the designers and engineers of the base product, as well as Office representatives to determine the strategic and tactical direction of the product.

Washington, Dc

Responsible for all aspects of the sales, customization, installation and training of a Windows-based pension administration system (WyPen).Supervised a team of 5 actuaries/consultants as well as serving as project manager for several client implementations (ex: Kmart, Primerica)As part of the client implementation, provided training in using the system as well as Excel.First exposure to Wyatt Software and, because of a particularly successful working relationship, was asked to take on a national role acting as a liaison between Wyatt Software and the US Wyatt Office implementation teams.

Washington, Dc

Our team specialized in developing main-frame and PC-based systems and procedures to administer all aspects of a flexible benefits program.Managed several large implementations of the annual Enrollment System, assisted clients in taking the system in-house, and assisted clients in understanding the impact flex has on current systems and helped them make in-house system evaluations and modifications (ex: General Dynamics, Nynex, Textron).Responsible for producing large quantities of personalized and highly confidential enrollment materials.Responsible for financial and statistical reports used by clients, actuaries and management for testing, insurance pricing and funding and discrimination testing.

Washington, Dc

On team responsible for a large-scale IDMS financial accounting system (FAMIS) for state and large county agencies.Lead technical role setting up an IDMS database for a So. Carolina state agency during a FAMIS installationLead role in designing a Loan Processing SystemMember of a team responsible for implementing enhancements to BPREP (budget preparation system)

Washington, Dc

Flexible Benefits Administration Systems

Denver, Co

Programmer - Oil & Gas applications using COBOL, IDMS, M204

Bachelor Of Science - Bs, Accounting, 4.0 Gpa - Eligible And Cleared To Sit For Cpa

Activities and Societies: Founding member/President - COD Accounting Club

Bachelor Of Science (B.S.), Business Administration/Information Technology

Activities and Societies: President, Business Computer Club