Lisa Borges
Flowery Branch,GA
Summary
To obtain a challenging accounting position where my current skills, qualifications and experience may best be utilized.
Overview
24
24
years of professional experience
Work History
Revenue/Business Manager
Design Heating and Air Conditioning, Inc.
San Jose, CA
04.2020 - 09.2023
- Responsible for invoicing all construction contracts and service work.
- Posting all incoming payments daily.
- Handled accounts receivables, reconciling discrepancies and responding to inquiries.
- Provided information and resolved customer concerns related to billing.
- Prepared financial statements related to revenue.
- Maintained accurate records of financial transactions and customer accounts.
- Communicate effectively, both written and verbal with customers and colleagues.
Administrative Assistant-Service Department
Design Heating and Air Conditioning, Inc.
San Jose, CA
12.2017 - 04.2020
- Provided exceptional customer service by promptly addressing client inquiries.
- Managed scheduling and appointments leading to improved operational efficiency.
- Maintained accurate records and documentation, ensuring compliance with company standards.
- Assisted in team projects by coordinating communication between departments.
- Executed daily office tasks with precision, contributing to smooth operation of the office.
Customer Service Associate: Accounts Receivable specialist
ARAMARK Refreshment Services
Fremont, CA
02.2007 - 11.2017
- Make daily collection calls, conduct account research and analysis.
- Maintain an accurate aging report, send monthly statements to outstanding clients.
- Interact with customers to resolve outstanding issues.
- Assist with month end close and daily office functions.
Account Representative
Arete Office Supplies
San Jose, CA
09.2005 - 03.2006
- Responsible for a large client database of business machine supply resellers.
- Efficiently maintain customer accounts within an Excel spreadsheet.
- Provide friendly customer service for existing & potential customers.
- Distribute sales and supply lists to customers via email & fax.
- Follow up with customer sales orders, re-establish new client relationships.
Office Manager/Customer Service Representative
Allied Armor Insurance Agency
San Jose, CA
03.2000 - 09.2005
- Managed daily office operations and procedures to maintain an efficient flow of work.
- Coordinated work schedules and maintained personnel files.
Education
Certificate of completion - Bookkeeping courses
Sawyer Business College
Santa Clara, CASkills
- General bookkeeping
- Account Reconciliation
- High volume workload
- Excellent Organizational Skills
- Records Management
- Excellent Customer Service Record
- Attention to detail
Timeline
Revenue/Business Manager
Design Heating and Air Conditioning, Inc.
04.2020 - 09.2023
Administrative Assistant-Service Department
Design Heating and Air Conditioning, Inc.
12.2017 - 04.2020
Customer Service Associate: Accounts Receivable specialist
ARAMARK Refreshment Services
02.2007 - 11.2017
Account Representative
Arete Office Supplies
09.2005 - 03.2006
Office Manager/Customer Service Representative
Allied Armor Insurance Agency
03.2000 - 09.2005
Certificate of completion - Bookkeeping courses
Sawyer Business College
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