Lisa Phong Email & Phone Number

Newton, MA, US

Boston, Massachusetts, United States

• Support the Director of Grants & Contracts Administration in managing a portfolio of 80+ grants and contracts for The Fenway Institute
• Review spending reports for each project on a monthly basis
• Work with the research teams on a quarterly basis to review spending projections of the grants in their portfolio and make any adjustments to meet the financial goals of the studies, if any
• Assist the Director of Grants & Contracts Administration with applications for new funding opportunities, as needed
• Oversee the review and approval of all contracts coming into and out of The Fenway Institute
• Meet with each department on a regular basis to ensure that all parties are on the same page and to address any questions and/or issues that might arise

Brookline, Massachusetts, United States

• Provide trainings
• Assist with special projects, as needed (Billing MassHealth, reconciliation of MassHealth payments, reconciliation of revenue from the Commonwealth of Massachusetts, reviewing the accounts receivalble, etc.)

Greater Boston Area

• Assist with corporate relocations from Massachusetts by researching, coordinating, overseeing, and executing removal of goods the client doesn't wish to bring to the destination
• Assist with corporate relocations to Massachusetts by unpacking and organizing the client's new home

Brookline

• Oversee the state and federal funding for MAB Community Services
• Review and amend contracts when funding is added/removed
• Bill out services for multiple departments within the organization on a monthly/quarterly basis
• Maintain a summary of activity for each contract
• Review and report contract utilization to Program Managers, Program Directors, and Chief Financial Officer on a quarterly basis
• Update reports for Chief Financial Officer on a bi-monthly basis to ensure an accurate forecast

• Managed billing for the Ivy Street School, Skills for Life, MAB residential houses, etc.
• Oversaw the accounts receivable for the organization
• Managed and executed payroll
• Addressed any issues pertaining to discrepancies to payroll
• Booked state contracts into our accounting system
• Ran and kept track of food stamps revenue

Cambridge, MA

• Provide visual support for managers to convey the company's seasonal message
• Cater to the needs to customers, including putting together outfits that satisfies the taste of each individual
• Complete tasks in various departments of the store to help the management team

Belmont, MA

• Manage books and overall cash flow for the Belmont office
• Generate invoices and maintain the accounts for an upwards of 80 clients
• Compile and submit payroll for office administrators, caregivers, and any contractors
• Answer financial related questions that may arise from clients or caregivers
• Address any posting errors in clients' accounts to ensure up-to-date accuracy
• Gather and submit the documents needed for client long-term care or Veterans Administration reimbursements

• Attend to the needs of the guests, including drinks (alcohol and non-alcohol)
• Serve hors d'oeuvres and courses on cue
• Maintain a positive and professional composure at all times
• Keep tables and event area neat and orderly by clear of finished glasses and plates

Greater Boston Area

• Created and managed Family Reach’s monthly hospital outings in Boston
• Provided event development assistance, as well as administrative support for the office
• Seeked out new potential fundraising opportunities to achieve organizational goals
• Partook in venue research for the foundation’s national events

• Aid in the set up and break down of event area of up to 250 people
• Attended training courses about various event types, including weddings, anniversaries, and corporate events

Cambridge, MA

• Manage store operations and on hand staff, ranging from one to ten associates
• Provide quality customer service to high volume of customers in busy retail environment to reach sales goals
• Train new associates according to their position of hire
• Perform audits of store presentations to ensure a full sales floor
• Participate in decision making of product placement with other managers

• Train new impact members to work the registers and sales floor
• Prepare audits for store manager
• Support store marketing and promotions by creating displays for materials and merchandise
• Organize merchandise in fitting rooms while attending to customer needs
• Provide quality customer service to high volume of customers in busy retail environment

• Helped the department staff to plan and prepare for upcoming events and meetings
• Assisted staff members during reception of local events
• Delivered and picked up letters and packages for staff members
• Updated alumni database and assisted staff members with other projects as needed
• Trained new work-study employees on office duties

Greater Boston Area

• Assist in creation of the auction catalog for the annual fundraising gala
• Conduct research to locate and determine the potential of future donors
• Manage and update the contact information of current donors
• Organize paperwork from previous annual events in preparation for current year’s event

Greater Boston Area

• Plan future events to bring more unity in management community and others interested in major
• Help publicize and further establish the association by speaking to classes and friends
• Recruit members for group to implement a soccessful succession plan for the club
• Outreach to potential guest speakers for events, including alumni and managers of nearby businesses
• Research local venues to host events

• Monitored expenses for the clients’ funds
• Ensured proper filing of the materials required throughout the trading day
• Used Multi-Currency Horizon, NAVAlert, Macros, and Bloomberg on a daily basis
• Resolved any discrepancies in reporting to ensure accurate pricing
• Found proper back-up information for corporate actions and written options
• Trained the PIC intern to do my daily tasks

Ba, Management

Activities and Societies: Best Buddies (Suffolk University Chapter) Member of Suffolk University Student Management Advisory Board

Education record