Summary
Overview
Work History
Education
Skills
Activities
Timeline
Generic

Lisa Laurenzo

Clifton Park,NY

Summary

Accomplished Accountant at T & T Sales, Inc., with a proven track record in enhancing financial accuracy through meticulous reconciliation and advanced software proficiency. A dedicated team player, I excel in multitasking and time management, significantly reducing accounts receivable balances. My expertise extends to Sage Business Works, NetSuite and Microsoft Office, ensuring efficient and effective financial reporting and team collaboration.

Overview

24
24
years of professional experience

Work History

Accountant

T & T Sales, Inc./T & T Body King
01.2024 - Current
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Used advanced software to prepare documents, reports, and presentations.
  • Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
  • Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
  • Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
  • Enhanced financial accuracy by meticulously reconciling bank statements and financial records monthly.
  • Answered phone calls regarding financial matters such as payments due.
  • Documented business expenses and sales.
  • Helped prepare month-end, quarterly and year-end closings.
  • Reconciled bank statements monthly, identifying discrepancies for prompt resolution.
  • Collaborated with accounting team members to complete projects efficiently and meet deadlines consistently.
  • Used spreadsheets to track data and produce charts.
  • Streamlined accounts payable processes for timely vendor payments and reduced errors.
  • Prepared detailed journal entries as needed, supporting accurate record-keeping initiatives.
  • Reduced outstanding accounts receivable balances by diligently following up on overdue invoices.
  • Maintained confidentiality of sensitive financial data, adhering to company policies and industry best practices.
  • Provided clerical support to all accounting professionals in department.

Patient Care Technician

Malta Med Emergent Care
02.2020 - 06.2024
  • Monitored vital signs and reported changes to nursing staff, ensuring timely medical interventions when necessary.
  • Assisted nurses with essential tasks, streamlining workflow and increasing efficiency in the healthcare setting.
  • Enhanced patient satisfaction by providing compassionate and attentive care.
  • Assisted in training new Patient Care Technicians, sharing knowledge and best practices to ensure consistency in care delivery.
  • Performed blood draws, EKGs, and other diagnostic tests accurately and efficiently for prompt analysis by healthcare professionals.
  • Provided high-quality personal care to patients, promoting comfort and dignity during their hospital stay.
  • Maintained clean and safe environment to promote patient safety and comfort.
  • Contributed to a positive patient experience by keeping rooms clean, organized, and well-stocked with supplies.
  • Fostered strong relationships with colleagues, contributing to a collaborative work environment that prioritized teamwork among staff members.
  • Promoted a safe and inclusive healthcare environment, adhering to policies and procedures while advocating for the well-being of all patients.
  • Assisted in transferring patients, beds and patient care equipment to other rooms adhering to necessary safety precautions.
  • Facilitated smooth transitions between shifts by maintaining thorough documentation of patient care activities and observations.
  • Recognized potential emergencies promptly, initiating appropriate action to stabilize patients until further assistance arrived.
  • Reduced stress for patients and families through effective communication and empathetic support.
  • Maintained strict adherence to infection control protocols, minimizing risk of disease transmission within the clinical environment.
  • Served as a reliable resource for patients'' families, addressing questions or concerns with patience and understanding while maintaining patient confidentiality.
  • Participated in ongoing professional development opportunities to stay current on best practices in patient care technology advancements.
  • Enhanced teamwork by collaborating closely with nurses and doctors to coordinate patient care.
  • Assisted nursing staff with medical procedures to support patient care plans.
  • Enhanced patient comfort by providing compassionate bedside care and support.
  • Streamlined patient check-in process, enhancing efficiency of care delivery.
  • Documented patient information and care activities in electronic health record.
  • Assisted nursing staff with completing daily rounds, documenting vital signs and answering calls.

Assistant Store Manager

Michaels Craft Store
10.2018 - 02.2020
  • Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
  • Rotated merchandise and displays to feature new products and promotions.
  • Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
  • Walked through store areas to identify and proactively resolve issues negatively impacting operations.
  • Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Fostered a positive work culture by promoting teamwork and recognizing individual achievements among staff members regularly.
  • Created and maintained safe and secure work environments for employees.
  • Resolved escalated customer issues effectively leading to improved customer satisfaction rates.
  • Maintained positive customer relationships by responding quickly to customer service inquiries.
  • Provided weekly work schedules to employees to accommodate business demands and vacation requests.
  • Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
  • Implemented loss prevention tactics to deter thefts while maintaining a welcoming environment for all customers.

Customer Experience Manager

Michaels Craft Store
11.2017 - 10.2018
  • Managed escalated customer issues promptly, ensuring timely resolutions and maintaining positive relationships.
  • Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
  • Conducted regular performance reviews with team members, fostering professional growth and development.
  • Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
  • Cultivated a supportive team environment that encouraged open communication, collaboration, and continuous learning to drive exceptional performance outcomes.
  • Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues.
  • Established performance and service goals and held associates accountable for individual performance.
  • Developed personalized solutions for customers, resulting in increased loyalty and repeat business.
  • Increased employee retention through effective training and mentorship programs.
  • Elevated customer satisfaction scores by implementing customer feedback loop that addressed concerns promptly.

Replenishment Team Member

Michaels Craft Store
01.2017 - 11.2017
  • Cleaned and organized sales and stock areas.
  • Put away received merchandise in designated location.
  • Greeted and used service model to meet customers' needs.
  • Supported efficient load processing by accurately staging pallets for easy access to merchandise during replenishment activities.
  • Unpacked trucks, moved merchandise, and stocked shelves to provide appealing sales floor and positive customer experience.
  • Achieved high standards of cleanliness throughout the store by consistently maintaining shelves, displays, and backroom storage areas.
  • Performed section resets to match new planograms.
  • Assisted in loss prevention efforts by identifying damaged or expired products and removing them from sales floor.
  • Supported efficient merchandise flow by unloading trucks, sorting items, and accurately placing products in designated areas.
  • Enhanced customer satisfaction with timely product restocking and maintaining organized store shelves.
  • Improved store appearance and shopping experience with consistent shelf maintenance, product organization, and display setup.
  • Increased inventory accuracy by conducting regular cycle counts and adjusting stock levels as needed.
  • Pulled out-of-date, damaged or returned opened items to report to supervisor.
  • Enhanced productivity by assisting with training new team members on replenishment procedures and best practices.
  • Leveraged keyboard and handheld units to input data on computer.

Bakery Owner

Family Bakes Cookies and More
06.2014 - 01.2017
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Trained and motivated employees to perform daily business functions.
  • Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.

Administrative Assistant

Pump Service and Supply of Troy, Inc.
06.2003 - 07.2016
  • 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.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Maintained inventory of office supplies and placed orders.
  • Maintained accurate financial records by regularly reconciling accounts receivable ledgers.
  • Ensured timely payments from clients through effective communication and proactive followups.
  • Posted customer payments by recording cash, checks, and credit card transactions.
  • Verified discrepancies and resolved clients' billing issues
  • Prepared bills receivable, invoices, and bank deposits.

Banking Customer Service Representative

HSBC Bank USA
07.2002 - 06.2003
  • Assisted in fraud prevention efforts by closely monitoring customer accounts and reporting suspicious activity as required.
  • Reduced wait times for customers by efficiently handling high volumes of calls and resolving issues quickly.
  • Participated in regular training sessions to stay up-to-date on industry trends, regulatory changes, and product offerings.
  • Assisted customers in navigating online banking platforms, improving their overall digital banking experience.
  • Processed daily cash transactions accurately while adhering to security protocols, minimizing risk exposure for the bank and its customers.

Shift Supervisor

Stewart's Shops
06.2000 - 07.2002
  • Trained new employees and delegated daily tasks and responsibilities.
  • Completed store opening and closing procedures and balanced tills.
  • Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
  • Responded to and resolved customer questions and concerns.
  • Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
  • Helped store management meet standards of service and quality in daily operations.
  • Enforced company policies and regulations with employees.
  • Ensured smooth operations during peak hours by effectively managing resources and staff allocation.
  • Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.

Education

Master of Science - Accounting

University of Phoenix
Tempe, AZ
07.2014

Bachelor of Science - Accounting

Kaplan University
Davenport, IA
10.2012

Associate of Science - Accounting

Bryant And Stratton College
Getzville, NY
02.2011

High School Diploma -

Stillwater High School
Stillwater, NY
06.2001

Skills

  • Excellent Multitasking Skills
  • Excellent Time Management Skills
  • Attention to Detail
  • Task Prioritization
  • Excellent Communication and Organizational Skills
  • Thorough knowledge of office management and accounting functions
  • Dedicated team player
  • Experienced Research Skills & Ability to type 55 words per minute
  • Experienced with Sage Business Works Accounting Package
  • Extensive experience using Microsoft Word, Excel, Outlook, PowerPoint, and Access
  • Experience with Google docs, spreadsheets, and slides
  • Experience with NetSuite

Activities

Stillwater Rescue Squad        June, 2000 – Oct. 2010

  • CPR Certified & Emergency Medical Technician June, 2003 – Oct. 2010

Arvin Hart Fire Company

  • Company President January 2014 - Present
  • Company Treasurer January 2013 – Dec 2013
  • Class A Interior Firefighter January, 2005 –Present
  • Chairman of Planning Committee March, 2012 – Present

Timeline

Accountant

T & T Sales, Inc./T & T Body King
01.2024 - Current

Patient Care Technician

Malta Med Emergent Care
02.2020 - 06.2024

Assistant Store Manager

Michaels Craft Store
10.2018 - 02.2020

Customer Experience Manager

Michaels Craft Store
11.2017 - 10.2018

Replenishment Team Member

Michaels Craft Store
01.2017 - 11.2017

Bakery Owner

Family Bakes Cookies and More
06.2014 - 01.2017

Administrative Assistant

Pump Service and Supply of Troy, Inc.
06.2003 - 07.2016

Banking Customer Service Representative

HSBC Bank USA
07.2002 - 06.2003

Shift Supervisor

Stewart's Shops
06.2000 - 07.2002

Master of Science - Accounting

University of Phoenix

Bachelor of Science - Accounting

Kaplan University

Associate of Science - Accounting

Bryant And Stratton College

High School Diploma -

Stillwater High School

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Lisa Laurenzo