Lisa Smith

D

Financial Management Analyst

Defense Finance Accounting Service (DFAS),

Jan 2025 - Feb 2025 (2 months)

Remote Customer Service Representative (FEMA Agent)

Navient

Oct 2024 - Feb 2025 (5 months)

• Assisted survivors involved in US government-declared natural disasters in completing their application for FEMA financial assistance for emergency aid, housing repairs, vehicle claims, and other assistance. ◦ Successfully passed all weekly call performance audits conducted by Navient supervisors and FEMA Quality Assurance Agents.

J

Account Executive

Jackson Systems,

Jun 2022 - Jan 2023 (8 months)

• Targeted and qualified prospects, identified and conducted product training, and negotiated and closed deals. • Managed and increased growth pipeline across the assigned territory.

2

Staff Accountant / Project Manager

21st Amendment Wine & Spirits,

Dec 2018 - Nov 2019 (1 year)

• Served as Customer Project Management Lead for the implementation of 21 st Amendment app by Bottlecaps including, initial sales, implementation, customer orders, and account invoicing. • Balanced daily sales store-level transactions and cash receipts with deposits and back-office software, input and post journal entries for inter-store transfers of goods, quick entry, and EDI processing of invoices. • Responsible for Bottlecapps App Management; design and update of content for events, promotions, and pricing • Developed and executed go-live events and scheduled training of personnel • Developed operating procedures and processes for training and operations manuals. • Maintained inventory requirements to include physical inventory tr

H

Relationship Manager, Card Processing, Payroll, e-Commerce, Marketing Solutions

Heartland Payment Systems,

Jan 2017 - Jan 2018 (1 year 1 month)

• Utilized proprietary CRM software to manage pipeline and follow customers from enrolment through installation. • Maintained a positive organic pipeline growth. • Negotiated appropriate pricing and services according to customer needs and business focus. • Interpreted CRM monthly sales and market data to identify new sales opportunities. • Managed inbound and outbound calls related to the sale of card processing, payroll, and marketing solutions, ensuring effective communication and scheduling for both phone and in-person sales calls.

S

On-Premise Program Manager

Southern Glazer's Wine and Spirits,

Jan 2008 - Jan 2017 (9 years 1 month)

• Maintained vendor and supplier relationships to increase territory placement of products. • Developed price strategies and negotiated programming in territory exceeding 120 accounts. • Maintained a positive organic average volume growth of double digits (13%) year over year. • Utilized point-of-sale promotional materials, and executed events within budget, ensuring return on investment. • Executed account plans to deliver supplier goals, accomplish KPIs, and increase portfolio distribution footprint. • Monitored quotas and program execution according to supplier priorities and assigned territory goals. • Ensured compliance with National On-Premise Mandatory programs. • Assessed inventory reports and communicated to suppliers

O

Sales Representative

OnOff Premise

Jan 2004 - Jan 2008 (4 years 1 month)

• Managed 500+ customer account base, ensuring exceptional service and support. • Rated #2 Salesperson in the company for overall quota performance for 2005. • Increased 2005 sales dollars by 38%+ over 2004 dollar sales. • Increased 2006 business from $700K to over $1.1M organically. • Increased 2007 spirit volume by 4.7% and wine volume by 19% over the prior year. • Managed call operations for an account base of 500+ customers, which included placing orders, issuing credits, resolving delivery issues, and collecting payments. This comprehensive call management contributed to maintaining accounts receivables and aging, while also fostering strong customer relationships and expanding product adoption.

R

Business Manager

Red Bull Division

Jan 2002 - Jan 2004 (2 years 1 month)

• Prepared and executed business reviews and compiled reports. • Responsible for invoicing sales, program tracking, and purchase order fulfillment. • Balanced customer receivables and account transactions; credited with a 32% reduction of receivables over 45 days old during the fiscal year 2003. • Developed and implemented procedures related to the operation of the Red Bull Sales Team including the sales, depletion, and replenishment forms. • Provided growth projections and programs to management for FY budgets. Additionally, I utilized customer service skills to effectively interact with customers regarding orders, delivery issues, outstanding invoices, account research and discrepancies, defective products, and credit issues, ensuring a s

B

Project Manager, Information Technology Department/Transition Team

Banc One Financial Services (BOFS),

Jan 1999 - Jan 2001 (2 years 1 month)

• Managed projects for multiple departmental enhancements to the AS400 platform • Selected team member to close and relinquish financial responsibility of BOFS Branch locations not purchased by Household Financial Services, to complete and finalize servicing transfer of $2.15B mortgage portfolio. • Developed and maintained up to 35 project plans to project specifications. • Managed issues and tasks on multiple projects relating to technical development and system modifications. • Coordinated project teams, and resources and facilitated team meetings • Assisted in the development of system test plans and procedures. • Prepared and distributed project status reports to all levels of the organization.

C

State Finance Examination Coordinator

Compliance Department

Jan 1998 - Jan 1999 (1 year 1 month)

• Served as a single point of contact for multiple levels of the organization relative to 9 assigned states; Coordinated and responded to on and off-site State Examinations. • Acted as the communication liaison for Retail Department personnel dealing with state compliance-related issues. • Conducted audits related to the findings of State Examiner Officials, identified corrective actions, implemented process changes, and coordinated necessary restitution. • Conducted research related to compliance, upcoming regulations, and industry trends • Coordinated the transfer/sale of loans between Investor Relations and the Investors. • Fulfilled requested reporting information to State Departments and BOFS Departments.

S

Staff Accountant, Accounting Department

Jan 1996 - Jan 1998 (2 years 1 month)

• Managed the Employee Travel and Expense Reimbursement Program for 500+ employees in 14 states. • Managed and processed Employee Expense Reimbursements and accounts payable and general ledger functions on set schedules to include expense, relocation, incentive pay vouchers, and vendor invoices. • Oversaw and managed the lifecycle of invoices from receipt to payment. • Assisted with General Ledger transaction and account balancing, bank statement, and account reconciliation • Created conversion processes through the consolidation to BOFS National Accounts Payable Department. • Trained and managed temporary contract employees.

N

Accounting Technician NF-02

Non-Appropriated Funds Accounting Office,

Jul 1993 - Mar 1996 (2 years 9 months)

• Responsible for reading, understanding, and applying DoD and DFAS rules and regulations relating to the operation and accounting of funds received at base locations • Maintained an assigned area of journals and ledgers. • Maintained files, journals, and ledgers of all correspondence pertaining to financial records and accounting. • Audited and verified each supporting document for the propriety of account debits and credits • Trained employees on proper program, and reconciliation documentation procedures.

About

Detail

Timeline

Résumé