Lisa Liptak
Carmel,NY
Summary
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Highly motivated professional embarking on a new career path. While being a stay-at-home mom to raise my children, I have continued my education, earning my BA in Psychology – Early Childhood Development. Passionate about understanding behavior and helping others improve their independence and quality of life, I completed the 40-hour RBT training and am now pursuing my MS in Applied Behavior Analysis. Inspired by the journey of meeting my own children's needs, I am excited to build upon my experienced skill set, highlighting conflict resolution, critical thinking, and empathy, while becoming a valued team member dedicated to having a positive impact on every client I engage with.
Overview
14
14
years of professional experience
Work History
Office Manager
Executex Office Technologies
Elmsford, NY
02.2012 - 11.2014
- Supervised staff members, organized schedules, and delegated tasks
- Coordinated meetings, conferences,and travel arrangements
- Maintained filing system for records, bills, and correspondence
- Ordered supplies and equipment to manage inventory
- Administrative duties, including answering phone calls, timely responding to emails, manage mail and inter-office communications
- Handle invoices and payments to ensure accuracy of accounts receivable and accounts payable
- Ensured compliance with applicable laws regarding employment practices
- Maintained impeccable office organization to support efficiency, professionalism, and performance objectives
- Trained and mentored administrative staff members in company policies, daily task execution, and industry best practices.
Executive Assistant to VP of Procurement
Yonkers Contracting Company, Inc.
Yonkers, NY
01.2011 - 11.2011
- Generate and maintain contracts, invoices, purchase agreements, and other documentation for goods, services, and daily operations
- Coordinate and track competitive bid process for ongoing and upcoming projects
- Establish rapport and trust while establishing new vendor accounts
- Type, format, proofread, and edit all correspondence, including memos, agreements, and legal documents
- Confer with senior-level management to coordinate operations and projects between departments
- Responsible for the purchase of office supplies, management of the supply store, and copier/fax lease negotiation/maintenance
- Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team
- Maintained confidential records and files related to executive operations
Senior Assistant to Fund Manager
Apollo, LP
Purchase, New York
03.2005 - 11.2010
- Performed daily cash reconciliation for all fund-related bank accounts
- Prepared Excel spreadsheets/reports for various reconciliations, cash flows, projections, SCPC, SCFC, and distribution breakdowns for investors
- Organized and maintained corporate reports, documents, invoices, contracts, and purchase agreements containing highly confidential information
- Liaison between senior-level staff, department managers, and investors to resolve operational/administrative processes and problems
- Prepared bank deposits and developed wire transfers
- Assisted in the development and maintenance of a custom-made database for fund, investor, and client information
- Provided training and guidance to junior administrative staff, enhancing team skills and performance
- Handled confidential information with discretion, adhering to privacy policies and regulations
- Developed and maintained relationships with external partners and stakeholders to support business objectives
- Researched and approved personal expense accounts and corporate card charges
- Arrange transportation and travel arrangements
- Collaborated with architects, designers, and all department managers to organize and execute the relocation and opening of a new office for 120+ employees
Customer Retention Assistant Manager
Burke Heat
Mount Kisco, New York
01.2001 - 02.2005
- Collaborated with management on developing strategic plans for achieving business goals
- Created reports on sales trends, inventory levels, and financial data
- Analyzed sales data to identify trends and adjust strategies accordingly
- Resolved customer inquiries and complaints requiring management-level escalation
- Responsible for handling heavy phones, data entry and updating customer information
- Negotiating oil contracts with both current and potential customers
- Create monthly and weekly reports for oil consumption, purchasing, and cost of savings
- Assisted in the development of operational strategies to ensure efficient and productive operations
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives
- Ensured compliance with safety regulations and company policies
Education
Bachelor of Science - Early Childhood Development
Southern New Hampshire University
Manchester08-2023
AA Liberal Arts/Social Science -
Westchester Community College
Valhalla, New York05.2003
Skills
- Multi-tasking & Attention to detail
- Professional & Ethical
- Emotional Intelligence
- Confidentiality
- High-pressure Environment
- Critical Thinking
- Interpersonal Communication & Empathy
- Conflict Management
- Flexible & Time Management
- Administrative Support
- Data Collection & Record Keeping
- Excel spreadsheet and report generation
- Document organization
References
Available upon request
References
References available upon request.
Timeline
Office Manager
Executex Office Technologies
02.2012 - 11.2014
Executive Assistant to VP of Procurement
Yonkers Contracting Company, Inc.
01.2011 - 11.2011
Senior Assistant to Fund Manager
Apollo, LP
03.2005 - 11.2010
Customer Retention Assistant Manager
Burke Heat
01.2001 - 02.2005
Bachelor of Science - Early Childhood Development
Southern New Hampshire University
AA Liberal Arts/Social Science -
Westchester Community College
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