Lisa Rowley Email & Phone Number

Orlando, FL, US

Orlando, Florida, United States

Orlando, Florida

Cottonwood Heights, UT

• Manage the accounting for properties by completing bank reconciliations, approving invoices, managing fixed assets, and preparing monthly financial statements at the site level
• Approve monthly income statements, owner financial packets, and general ledger entries prepared by staff accountants
• Assist in month-end close by reviewing and analyzing general ledger accounts, researching variances, and ensuring transactions are recorded accurately and in a timely manner
• Collaborate with accounting management on special projects including purchase entries, acquisitions, settlements, and audits
• Oversee property taxes for over 1,400 sites by being a liaison between property accountants and tax service vendors to ensure taxes are paid on time, appeals are being processed for tax savings, and budgeted estimates.
• Create reports and provide analysis for senior management regarding quarterly and yearly property tax expenses and savings

Orlando, Florida Area

• Conducted customer service through webchat, email, and phone, to respond to clients needs and resolve issues efficiently
• Presented financial management solutions based on evaluations of customer’s current situation and future financial goals
• Provided loan assistance through payment acceptance, payment schedule planning, and loan analysis, ensuring loans stayed current and the company’s interests were protected

West Valley City, UT

• Maintained a portfolio with over 25 multi-million-dollar accounts including Wal-Mart, Kohls, Target, Ulta, GNC, and Costco
• Investigated client account discrepancies through collaboration with multiple departments
• Entered adjusting entries for valid, authorized deductions
• Disputed invalid client claims, resulting in accurate client records and significant money saved for the organization.
• Reviewed aging of accounts and contacted delinquent customers to secure payment

Knoxville, Tennessee Area

• Managed payroll, personnel files, performance reports, disciplinary action, and special project reporting for team members
• Provided solutions to escalated customers over the telephone, benefiting both company and customer
• Coached to organizational values to drive business results and an ideal customer experience

Master'S Degree, Accounting, 3.5 Gpa

Bachelor'S Degree, General Studies With Focus In Accounting, 3.88 Gpa