Lisa Curry
Vernonia,OR
Summary
Professional senior bookkeeper with proven track record in financial management, reconciliation, and regulatory compliance. Adept at optimizing accounting processes and ensuring accuracy in financial reporting. Strong team player with focus on collaboration and adaptability to changing needs. Known for delivering reliable results and maintaining high standards in all tasks.
Overview
27
27
years of professional experience
Work History
Senior Bookkeeper
Elite Accounting Solutions
Hillsboro, OR
02.2017 - Current
- Managed full-cycle accounts payable and receivable processes, ensuring timely and accurate financial reporting.
- Oversaw monthly bank reconciliations, identifying discrepancies to maintain precise financial records.
- Implemented automated bookkeeping systems, enhancing workflow efficiency and reducing manual errors.
- Trained and mentored junior bookkeeping staff, fostering a collaborative team environment.
- Developed standard operating procedures for financial processes, improving consistency and compliance.
- Analyzed financial data to support strategic decision-making and provide insights on expense management.
- Coordinated with external auditors during annual audits, ensuring transparency and accuracy in financial statements.
- Maintained up-to-date knowledge of industry regulations, applying best practices to safeguard company assets.
- Matched purchase orders with invoices and recorded necessary information.
- Maintained accurate historical records.
- Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable, and business expense processing.
- Complied with local, state, and federal laws and requirements.
- Maintained general ledger by transferring subsidiary account summaries.
- Developed effective systems for charting financial transactions for over 70 clients.
- Maintained fixed asset schedules for depreciation calculations and annual property tax filings.
- . Enhanced transparency into company finances by creating detailed monthly budget variance reports for management's review.
- Developed comprehensive financial reports for management review, highlighting key performance indicators and areas for improvement.
- Enhanced financial accuracy by meticulously maintaining and updating accounts payable and receivable records.
- . Ensured regulatory compliance by staying updated on relevant tax laws, filing deadlines, and reporting requirements.
- Managed payroll processing and ensured accurate tax withholdings, benefit deductions, and employee reimbursements were applied.
- Optimized cash management processes with regular cash flow forecasting analyses based on historical trends and future projections.
- . Facilitated accurate expense tracking by coding invoices to appropriate general ledger accounts and allocating costs across multiple projects.
- Streamlined bookkeeping processes for increased efficiency, implementing new software programs and organizational systems.
- Improved cash flow management with timely invoicing, collections follow-ups, and vendor payment scheduling.
- Provided guidance on best practices in finance operations to junior team members as a senior-level resource within the department.
- . Streamlined the month-end closing process by implementing more efficient procedures for reconciling account balances and generating financial statements.
- Collaborated with cross-functional teams to develop financial forecasts, contributing to the company''s strategic planning initiatives.
- Supported budget preparation and monitoring efforts, providing accurate financial data to inform decision making.
- Reduced outstanding receivables balances through diligent follow-up on overdue invoices with clients.
- Spearheaded the transition to a new accounting software system for more efficient record-keeping capabilities.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Handled day-to-day accounting processes to drive financial accuracy.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Inspected account books and recorded transactions.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Gathered, evaluated and summarized account data in detailed financial reports.
Board of Directors Member
Bag N Baggage Theater
Hillsboro, OR
03.2014 - 03.2016
- Provided strategic oversight to enhance organizational governance and operational efficiency.
- Facilitated board meetings, ensuring alignment on mission and vision of theater initiatives.
- Developed and implemented policies that improved stakeholder engagement and community outreach.
- Collaborated with artistic directors to optimize programmatic offerings and audience development strategies.
- Evaluated financial reports to guide strategic funding decisions and resource allocation for productions.
- Advocated for diversity initiatives, promoting inclusivity within theater programming and hiring practices.
- Oversaw development of long-term strategic plans, aligning company goals with market trends and opportunities.
- Advised executive management on critical decisions, contributing to the achievement of annual revenue targets.
Assistant Manager
The Venetian Theatre & Bistro
Hillsboro, OR
06.2011 - 12.2015
- Directed daily operations, ensuring smooth service flow and guest satisfaction.
- Collaborated with management to develop and implement staff training programs.
- Streamlined inventory management processes, reducing waste and optimizing supply levels.
- Analyzed customer feedback to enhance service quality and dining experience.
- Supervised payroll processing for over 35 employees, ensuring accurate and timely payments.
- Developed training materials for new payroll staff, promoting best practices and compliance understanding.
- Collaborated with HR to resolve employee inquiries related to compensation and benefits administration.
- Monitored compliance with federal and state payroll regulations, minimizing audit risks and penalties.
- Reduced payroll discrepancies by implementing thorough auditing processes and addressing any issues promptly.
- Implemented process improvements that enhanced efficiency and reduced payroll discrepancies.
Administrative Assistant
Cook Woods Exotic Hardwoods
Klamath Falls, OR
05.2008 - 02.2011
- Coordinated scheduling and logistics for client meetings and product demonstrations.
- Managed inventory records using specialized software to ensure accurate stock levels.
- Developed and maintained filing systems to enhance document retrieval efficiency.
- Assisted in preparing marketing materials and presentations for trade shows.
- Streamlined office operations by implementing new administrative procedures.
- Provided support in budgeting and expense tracking for departmental projects.
- Collaborated with sales team to ensure timely order processing and customer satisfaction.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Office Manager
Ace Towing & Recovery
Klamath Falls, OR
07.1999 - 05.2008
- Oversaw daily office operations to ensure smooth workflow and efficiency.
- Implemented process improvements that enhanced team productivity and communication.
- Managed scheduling and coordination of towing services for optimal resource allocation.
- Developed and maintained filing systems, improving document retrieval times significantly.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
- Provided comprehensive administrative support to senior management, enabling them to focus on strategic decision-making.
- Led system upgrades for payroll software, improving data accuracy and reporting capabilities.
- Analyzed and processed payroll for 30 employees
Education
Associate of Science - Geology
Oregon Institute of Technology
Klamath Falls, OR06-2006
Skills
- Full-cycle bookkeeping (AP, AR, payroll, bank reconciliations)
- General ledger management
- Financial statement preparation (balance sheet, income statement, cash flow)
- Month-end and year-end close processes
- Budgeting and forecasting
- Accounting software: QuickBooks (Online/Desktop), Xero, Sage, NetSuite
- Microsoft Excel (advanced: pivot tables, VLOOKUP/XLOOKUP, formulas)
- ERP systems and financial reporting tools
- Payroll systems (ADP, Paychex, Gusto, QB)
- GAAP knowledge and application
- Tax preparation support (sales tax, payroll tax, 1099s, 990, CT12)
- Audit preparation and coordination
- Internal controls and compliance monitoring
- Financial record accuracy and documentation
Timeline
Senior Bookkeeper
Elite Accounting Solutions
02.2017 - Current
Board of Directors Member
Bag N Baggage Theater
03.2014 - 03.2016
Assistant Manager
The Venetian Theatre & Bistro
06.2011 - 12.2015
Administrative Assistant
Cook Woods Exotic Hardwoods
05.2008 - 02.2011
Office Manager
Ace Towing & Recovery
07.1999 - 05.2008
Associate of Science - Geology
Oregon Institute of Technology