Lisa N. Spears Email & Phone Number

Anaheim, California, United States

JLDB/JLGC OFFERS DESIGN, ENGINEERING AND GENERAL CONTRACTING SERVICES FOR CUSTOM HOMES IN COASTAL ORANGE COUNTY Contract and Document Management | Financial Operations | Job & Bid Tracking | Project Cost Tracking | Sales TrackingNamed 2024 Best New Employee of the YearGenerate design/construction contracts and bid lists, ensuring accuracy in scope of work and project costs/budgets for projects ranging $50K - $3.5M.Manage the full cycle of change orders across all… Show more JLDB/JLGC OFFERS DESIGN, ENGINEERING AND GENERAL CONTRACTING SERVICES FOR CUSTOM HOMES IN COASTAL ORANGE COUNTY Contract and Document Management | Financial Operations | Job & Bid Tracking | Project Cost Tracking | Sales TrackingNamed 2024 Best New Employee of the YearGenerate design/construction contracts and bid lists, ensuring accuracy in scope of work and project costs/budgets for projects ranging $50K - $3.5M.Manage the full cycle of change orders across all projects from initiation, costing, approvals, coordination, execution management and billing.Track draw payment schedules, produce all project invoices and submission to clients.Conduct weekly reporting on open and forecasted invoices while diligently tracking payment schedules and work progress across all projects. Accurately record all client payments into Quickbooks and client account summaries ensuring all financial data is current and correct.Prepare and distribute field copies of scope and budget, outlining allotted manpower hours and material budgets.Track field labor hours, material, subcontractor and vendor costs against budget throughout the cycle of the project to ensure budgets are kept within means.Monitor and analyze the variance between projected and actual sales figures to provide insight for business performance. Show less

Lake Forest, California, United States

UIG TANKS IS THE INDUSTRY INNOVATOR IN THE DESIGN, MANUFACTURE AND INSTALLATION OF ABOVEGROUND BOLTED TANKS, ALUMINUM DOMES AND COVERSIndependently executed a broad range of operational, project and accounting related activities in support of CEO, CFO and Project Management team.Managed all contracts from reviewing, redlining and negotiation construction projects ranging from $100k - $2.5M.Coordinated drug screenings, safety programs and onboarding for all field team… Show more UIG TANKS IS THE INDUSTRY INNOVATOR IN THE DESIGN, MANUFACTURE AND INSTALLATION OF ABOVEGROUND BOLTED TANKS, ALUMINUM DOMES AND COVERSIndependently executed a broad range of operational, project and accounting related activities in support of CEO, CFO and Project Management team.Managed all contracts from reviewing, redlining and negotiation construction projects ranging from $100k - $2.5M.Coordinated drug screenings, safety programs and onboarding for all field team members based on each project site requirements. Managed and produced all invoices and schedule of values across all projects.Produced weekly A/R and forecasting reports to CFO.Spearheaded weekly meetings with project management team, while recording meeting minutes and producing project Gaant calendars. Show less

Anaheim, California, United States

OCBS INC IS A FULL-SERVICE GENERAL CONTRACTOR WITH OVER 36 YEARS OF EXPERIENCE IN SINGLE FAMILY, MULTI-FAMILY, MIXED-USE, MID-RISE AND HIGH-RISE DEVELOPMENTS WHILE SPECIALIZING IN A RANGE OF SERVICES INCLUDING STRUCTURAL RESTORATION, RECONSTRUCTION, STRUCTURAL RETROFITTING, ABOVE AND BELOW-GROUND WATERPROOFING, COMMERCIAL PROPERTY SERVICES AND HISTORICAL BUILDING RESTORATIONWorked hand in hand with Construction Manager to simultaneously manage an average of 4 reconstruction projects… Show more OCBS INC IS A FULL-SERVICE GENERAL CONTRACTOR WITH OVER 36 YEARS OF EXPERIENCE IN SINGLE FAMILY, MULTI-FAMILY, MIXED-USE, MID-RISE AND HIGH-RISE DEVELOPMENTS WHILE SPECIALIZING IN A RANGE OF SERVICES INCLUDING STRUCTURAL RESTORATION, RECONSTRUCTION, STRUCTURAL RETROFITTING, ABOVE AND BELOW-GROUND WATERPROOFING, COMMERCIAL PROPERTY SERVICES AND HISTORICAL BUILDING RESTORATIONWorked hand in hand with Construction Manager to simultaneously manage an average of 4 reconstruction projects ($500K - $1.5M), 6 large contract projects ($100K - $500K) and 10 service/emergency/restoration related projects ($500 - $100k), serving homeowners and Homeowners Associations throughout OC/LA County. Show less

Anaheim, California, United States

Provided assistance to Project and Construction Manager with planning, scheduling, executing and monitoring an average of 5 reconstruction projects simultaneously, with each project value ranging from $500K - $1.5M.Following project approvals, reviewed scope of work and prepared project schedules, in-house team and subcontractor coordination, permit acquisition from City building departments and material/equipment acquisition and scheduling.Scheduled appointments with… Show more Provided assistance to Project and Construction Manager with planning, scheduling, executing and monitoring an average of 5 reconstruction projects simultaneously, with each project value ranging from $500K - $1.5M.Following project approvals, reviewed scope of work and prepared project schedules, in-house team and subcontractor coordination, permit acquisition from City building departments and material/equipment acquisition and scheduling.Scheduled appointments with residents for all projects with 98% success rate by managing expectations through clearly explaining scope of work, timeline, potential outcomes and next steps. Reviewed current photo processing practices, streamlined manual duties by use of free photo processing software to automate tasks which reduced labor hours by 70%, created how-to guide and provided one-on-one training to Receptionist to reassign job duties, thus completely eliminating the need to hire Photo Processing Admin resulting in decrease of overhead expenditures of $35K annually. Show less

Irvine, Ca

AUGUST LAW GROUP, P.C. IS A FULL-SERVICE BUSINESS LAW FIRM FOCUSING ON ASSISTING OUR CLIENTS WITH THEIR COPORATE, COMMERCIAL AND TRANSACTIONAL ACTIVITIESExecutive Assistant to CEO/Founder of a boutique Corporate, Commercial & Transactional Law Firm. Provided daily support to two attorneys and paralegal, while managing the firm’s Accounts Receivable and day-to-day office operations. Serve as CEO’s primary contact and gatekeeper, manage CEO’s calendar including client, business… Show more AUGUST LAW GROUP, P.C. IS A FULL-SERVICE BUSINESS LAW FIRM FOCUSING ON ASSISTING OUR CLIENTS WITH THEIR COPORATE, COMMERCIAL AND TRANSACTIONAL ACTIVITIESExecutive Assistant to CEO/Founder of a boutique Corporate, Commercial & Transactional Law Firm. Provided daily support to two attorneys and paralegal, while managing the firm’s Accounts Receivable and day-to-day office operations. Serve as CEO’s primary contact and gatekeeper, manage CEO’s calendar including client, business development and personal affairs, and meticulously monitor CEO's email account to ensure all client requests are met and CEO’s obligations are fulfilled.Conserved attorney’s time by 40% by revising, reformatting and preparing tables of content for various legal agreements.Increase paralegal’s productivity by 25% by assisting with Secretary of State filings, issuance of stock certificates and maintenance of stock ledgers for various clients.Responsible for monthly client invoicing and implemented internal billing policies firm-wide to ensure timely, accurate and consistent client invoicing at month’s end, resulting in 36% timely payment retrieval from defaulting clients.Researched, implemented and provided training to all staff with use of an email based-filing system for all client-related correspondence, resulting in reduced time spent on daily administrative email filing tasks by 100%.Fulfilled daily receptionist duties for an office consisting of five sublessees of various law firms.Answered and screened 100+ daily incoming telephone calls for the entire office consisting of five different law firms, achieving an overall customer satisfaction rate of 97% based on feedback forms.Completely eliminated cost associated with programming and maintaining firm’s PBX/Elastix phone system by learning, programming and maintaining system for law firm and subtenants, resulting in overall 26% decrease in monthly telephone expense. Show less

Irvine, Ca

BOXER LAW CORPORATION IS A PRIVATE PRACTICE FOCUSING ON CRIMINAL DEFENSE AND FAMILY LAW MATTERSPerformed full-charge bookkeeping duties and legal assistance to the Managing Partner of a Criminal Defense Law Firm. Spearheaded transition of firm’s accounting system from Excel spreadsheets to QuickBooks Pro software resolving $34k discrepancy in IOLTA Client-Trust account.Utilized QB Pro software daily to record all financial transactions, processing of A/R and A/P… Show more BOXER LAW CORPORATION IS A PRIVATE PRACTICE FOCUSING ON CRIMINAL DEFENSE AND FAMILY LAW MATTERSPerformed full-charge bookkeeping duties and legal assistance to the Managing Partner of a Criminal Defense Law Firm. Spearheaded transition of firm’s accounting system from Excel spreadsheets to QuickBooks Pro software resolving $34k discrepancy in IOLTA Client-Trust account.Utilized QB Pro software daily to record all financial transactions, processing of A/R and A/P, preparation of invoices/statements, monthly bank and credit card reconciliations and generated weekly financial reports for forecasting purposes. Maintained and balanced over $1.1M in IOLTA Client-Trust account.Performed heavy organizing, indexing and managing of an average of 4 client case files from intake to resolution. Summarized and indexed deposition transcripts and police reports for all active cases, conserving attorney’s time by 90%. Show less

Bachelor Of Science, Business Administration - Accountancy

Digital Arts - Certificate Of Achievement, Graphic Design