Lisa Mayne
Financial Professional
Adrian,MI
Work Preference
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
16
16
years of professional experience
Work History
Tax Verification Associate (Seasonal)
Thomson Reuters
02.2026 - 04.2026
- Review and correct data fields extracted by OCR software for financial and tax documents
- Record uncaptured information
- Digitally categorize tax documents for client submittal
- Apply expertise in tax documentation to meet 1040scanverify verification standards
- Exceed daily output expectations
Office Manager
West Side United Methodist Church
11.2022 - 04.2025
- Managed daily office operations, ensuring efficiency and adherence to organizational policies
- Assisted with maintaining accurate financial records, expense tracking, and accounts payable
- Oversaw scheduling of meetings and events, optimizing resource allocation and time management
- Developed and implemented office systems to streamline administrative processes, resulting in increased efficiency and time savings
- Trained new staff on administrative procedures, promoting consistency in office practices and protocols
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services
- Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently
- Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment
Virtual Executive Assistant
Freelance
04.2018 - 11.2022
- Coordinated high level executive schedules, ensuring timely meetings and efficient time management
- Managed communications, streamlining correspondence for improved response times
- Implemented project tracking tools to monitor progress and deadlines effectively
- Analyzed workflow efficiencies, recommending improvements to optimize operations
- Increased productivity by developing process improvement initiatives for administrative tasks within executive support functions
- Led initiatives to adopt new technologies, improving overall team productivity and collaboration
- Facilitated positive relationships between executives, clients, staff, vendors, partners, fostering a collaborative work environment
- Supported executives in decision-making processes with thorough research and data analysis
- Demonstrated adaptability in responding to shifting priorities or needs within the executive office setting
Skills
- Motivated problem-solver
- Virtual collaboration expertise
- Document and content proofreading
- Administrative process development
- Financial reporting expertise
- Bill payment management
- Month-end financial closing
- Efficiency improvement in workflows
- Commitment to precision
- Workflow optimization
- Managing confidential information
Timeline
Tax Verification Associate (Seasonal)
Thomson Reuters
02.2026 - 04.2026
Office Manager
West Side United Methodist Church
11.2022 - 04.2025
Virtual Executive Assistant
Freelance
04.2018 - 11.2022
Professional Development
- The Bookkeeper Society Bootcamp
- Proofread Anywhere Theory & Practice Course
- The Virtual Savvy System for Virtual Assistants
- Akadian Bookkeeping Fast Track Training - The CPA-Endorsed Path to Premium Bookkeeping (starting Apr '26)
- Thomson Reuters On-The-Job Tax Data Verification Training
Software Expertise
- Quickbooks Online
- Freshbooks
- Wave Accounting
- Dubsado
- Google Suite
- Microsoft Excel and Word
- Canva
- Various AI Tools
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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