Lisa Manfredi
McKenzie,TN
Summary
Meticulous accounting professional bringing over 30 years of experience in strategic planning, customer relationship management, and account reconciliation. Proficient in Excel and Google Docs with precise and accurate nature. Expertise in financial data entry and record-keeping.
Overview
16
16
years of professional experience
Work History
Business Office Account Clerk
Eastport South Manor CSD
Manorville, New York
11.2012 - 01.2026
- Maintained confidentiality of sensitive information through proper storage and disposal of documents in accordance with company policies.
- Maintained and distributed Student iPads and laptops.
- Interacted with public on phone and at reception desk to answer questions and resolve issues.
- Provided clerical support to department, such as filing, copying and restocking supplies.
- Implemented innovative filing systems that significantly improved document retrieval time and efficiency.
- Developed working relationships with associates, employees of other departments and representatives of other organizations.
- Set up and updated Excel spreadsheets to track financial data.
- Organized budget documentation and tracked expenses to maintain tight business controls.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Matched purchase orders with invoices and recorded necessary information.
- Enhanced office efficiency by maintaining a clean, organized workspace for optimal productivity.
Clerk Typist
Suffolk County Department Health
Hauppauge, New York
12.2009 - 06.2012
- Maintained accurate records and files, ensuring compliance with departmental standards.
- Processed incoming documents and correspondence efficiently to maintain workflow continuity.
- Interacted with public on phone and at reception desk to answer questions and resolve issues.
- Verified data entered into database by reviewing, correcting and deleting data.
- Enhanced office efficiency by maintaining a clean, organized workspace for optimal productivity.
- Maintained confidentiality of sensitive information through proper storage and disposal of documents in accordance with company policies.
- Assisted in meeting preparation, organizing materials, and taking detailed minutes to keep team members informed of key decisions.
- Received recognition for consistently meeting and exceeding performance expectations, demonstrating a strong commitment to excellence in all tasks undertaken.
Education
Bachelor of Arts - Business Administration
Drexel University
Philadelphia, PASkills
- Organization skills
- Teamwork and collaboration
- Budget preparation
- Proficient in Excel, Google Docs
- Fixed asset management
- Purchase order management
- Research and analysis
- Cash flow management
- Customer relations
Timeline
Business Office Account Clerk
Eastport South Manor CSD
11.2012 - 01.2026
Clerk Typist
Suffolk County Department Health
12.2009 - 06.2012
Bachelor of Arts - Business Administration
Drexel University