Lisa Bowman
Pensacola,FL
Summary
Having 23 years of service with Motion, I have experience with many areas both within the corporate structure and in the field allowing me to form strong working relationships with employees and understand the workings of the business in its entirety. I have a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges. Proficient in using independent decision-making skills and sound judgment to positively impact company success. My current role has continued to exercise my ability to be an analytical problem-solver with talents for team building, leading, and motivating, as well as developing relationship-building skills. Detail-oriented team player with the ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Sr. Optimization Manager
Motion Industries, Inc.
01.2023 - Current
- Manages a team of professional employees (currently 3)
- Utilizes data to provide research and develop a path forward while identifying gaps and opportunities for improvement
- Works in parallel with Optimization Managers to coordinate and analyze project effectiveness and efficiencies
- This position also includes all responsibilities listed under Optimization Manager.
Optimization Manager
Motion Industries, Inc.
04.2022 - 01.2023
- Coordinates strategic direction of company by implementing new processes and procedures to increase efficiencies
- Conducts high-level research projects using SAFe Agile and Six Sigma Black Belt methodologies for implementation of new processes and procedures; analyzes effectiveness and revises as needed
- Works closely with all levels of management and business personnel to align goals and obtains and validates data.
Group Operations Support Specialist
Motion Industries, Inc.
06.2019 - 04.2022
- Assist branches in transformation to Project Challenge
- Special projects - evaluate, develop an action plan and implement
- Support 55 branches throughout the Southeast Group
- Maintain and analyze performance as it relates to group initiatives
- Support each branch in the areas of AR, Financial Statements, Audit Prep and PI
- Train all new operations managers and support staff
- Analyze key areas at branch, division, and group level to maximize efficiency (pricing, corporate account agreements, inventory management and operating statistics.
Sr Inside Sales/Overall Utility Player
Motion Industries, Inc.
08.2017 - 06.2019
- This position includes the responsibilities that were required in both Support Specialist and Operations Management as I assist the entire branch/shop with whatever is needed on a day in and day out basis
- Daily responsibilities include all billings, accounts payable/receivable, receiving of freight (ups and LTL) and inside sales.
Operations Manager
Motion Industries, Inc.
04.2014 - 08.2017
- Manage a team of 4+ consisting of CSR's, Warehouse Management and Delivery Drivers
- Assist in day-to-day operations of the branch to include filling in for Customer Service Representatives, Clerical, Warehouse, etc
- Manage inventory for branch, including the day-to-day maintenance of inventory levels through replenishing stock to meet annual turn goals
- Ensure all purchasing activities for the branch are executed per company policies and procedures oversee all accounts payable activities, including expense, inventory and freight invoices, and debit memos
- Manage collections process, maintain overall responsibility for outstanding invoices, manage internal audit process and safety audits as necessary
- Perform financial calculations and generate reports.
Division/Group Support Specialist
Motion Industries, Inc.
10.2010 - 04.2014
- Assist branches in transitioning from DOS based system to current ERP
- Support 25 branches throughout the Southwest Division
- Maintain and analyze performance as it relates to division initiatives
- Support each branch in the areas of AR, Financial Statements, Audit Prep and PI
- Train all new Operations Managers and support staff
- Analyze key areas at branch and division level to maximize efficiency (pricing, corporate account agreements, inventory management and operating statistics.
Internal Audit Analyst
Motion Industries, Inc.
10.2007 - 10.2010
- Perform one to two audits per month (remotely) of an operating branch
- Set up monthly audits scheduled by manager using intranet
- Prepare audit folders by selecting random samples of disbursements, create and extend work papers, and collect all other documentation needed for the actual audit
- Monitor cash sale accounts for 500+ branches to ensure they are being kept current; perform key SOX control of researching all credits over $5k that equal a debit issued within the previous 12 months
- Assist in tests of an audit that can be completed without being onsite Keep track and enter all audit scores, and circulate reports throughout our company and our parent company
- Perform any other corporate testing or special projects as requested by manager
- Perform Physical Inventory and consignment counts at specific branches to ensure SOX compliance
- Assist branches that call with questions regarding policy and procedures.
Tax Associate
Motion Industries, Inc.
10.2005 - 10.2007
- File Sales Tax returns for 15 states, including Alabama
- Obtain and maintain business licenses, permits, etc
- For all 460 US and 60 Canadian branches
- Handle Real Estate Tax and business license accruals for over 200 branches
- Handle state audits of Consumer Use tax
- Coordinate with our IT dept and 3rd party carrier for the automation of an online sales tax exemption certificate project while training our branches on their uses for all applicable states
- Work with sales tax recovery consultants to reimburse our customers for taxes paid in error
- Perform queries in Monarch, COS Systems and GEAC accounting software for monthly reporting and budgeting procedures
- Prepare and distribute 1099‘s as required by Federal Law.
Administrative Assistant to Controller
Motion Industries, Inc.
04.2001 - 10.2005
- Assist the Controller, Accounting department, and Tax department in day-to-day duties
- Balance bank statements through Excel and Access
- Assist branches in reconciliation and scheduling of items during Physical Inventory
- Facilitator of petty cash and credit card programs to all eligible employees (1000+)
- Administer travel and act as liaison between our employees, our parent company (Genuine Parts) and our travel agency
- Assist with special projects (including Power Point presentations to the Board of Directors) inventory, budgeting, and general ledger account analysis.
Education
Bachelor of Science - Accounting
Athens State University
Athens, AL12.2009
Completed courses for transfer -
University of Alabama at Birmingham
Birmingham, AL08.2008
Associate Degree in Applied Science - Accounting
Jefferson State Community College
Birmingham, AL08.2006
Associate Degree in Applied Science - Office Administration
Jefferson State Community College
Birmingham, AL05.2001
Skills
- Strategic Planning
- Cross-Functional Teamwork
- Team Leadership
- Negotiation and Conflict Resolution
- Multitasking Abilities
- Problem-solving abilities
- Organizational Skills
- Self Motivation
- Excellent Communication
- Task Prioritization
Certification
- Six Sigma, Black Belt, Council for Six Sigma Certification and Aveta Business Institute, 11/27/23
- Certified SAFe 6 Agilist, Scaled Agile, SAFe, 07/23/23
Timeline
Sr. Optimization Manager
Motion Industries, Inc.
01.2023 - Current
Optimization Manager
Motion Industries, Inc.
04.2022 - 01.2023
Group Operations Support Specialist
Motion Industries, Inc.
06.2019 - 04.2022
Sr Inside Sales/Overall Utility Player
Motion Industries, Inc.
08.2017 - 06.2019
Operations Manager
Motion Industries, Inc.
04.2014 - 08.2017
Division/Group Support Specialist
Motion Industries, Inc.
10.2010 - 04.2014
Internal Audit Analyst
Motion Industries, Inc.
10.2007 - 10.2010
Tax Associate
Motion Industries, Inc.
10.2005 - 10.2007
Administrative Assistant to Controller
Motion Industries, Inc.
04.2001 - 10.2005
Bachelor of Science - Accounting
Athens State University
Completed courses for transfer -
University of Alabama at Birmingham
Associate Degree in Applied Science - Accounting
Jefferson State Community College
Associate Degree in Applied Science - Office Administration
Jefferson State Community College
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