Lisa Morgan
Cumming,GA
Summary
Experienced bookkeeper with a proven track record in enhancing financial and operational efficiency, notably at Liberty Middle School. Adept at fostering strong relationships, demonstrated through successful vendor and client interactions. Skilled in the accounting software and programs used by Forsyth County Schools.
Overview
13
13
years of professional experience
Work History
Bookkeeper
Liberty Middle School
10.2018 - Current
- Process deposits efficiently and punctually
- Create & submit purchase orders
- Manage timely payments to suppliers
- Travel arrangements as well as expense reports
- Ensure fundraisers are submitted for approval
- Reconcile monthly financial statements to ensure accuracy
- Oversee allocation of both MUNIS and local funds
- Maintain strong relationships with vendors, staff, parents, and students.
Ad Tech Consultant
The Berry Company
03.2015 - 07.2017
- Visited established clients regularly to maintain relationships
- Sales meetings with clients to emphasize product features based on analysis of customers needs
- SEO/SEM strategies, websites, and social media
- Responsible for growing the ad base
Senior Manager - Sales Operations
AT&T
07.2011 - 03.2015
- Managed market assignments to enhance sales efficiency across 120 representatives
- Streamlined daily workflow by supporting the General Manager
- Coordinated comprehensive product rollouts from design phase through launch
- Monitored attendance and performance for employees in the region
Education
Associate of Science - Business Administration
American Intercontinental University
Atlanta, GA05-2011
Skills
- Bookkeeping/EPES Accounting Software
- Purchase Orders/MUNIS
- School Pay
- Payroll
Accomplishments
- Staff Member of the Month January 2023/Liberty MS
- Five-time Presidents Club Winner/AT&T
- Two-time Top Manager in State/AT&T
Timeline
Bookkeeper
Liberty Middle School
10.2018 - Current
Ad Tech Consultant
The Berry Company
03.2015 - 07.2017
Senior Manager - Sales Operations
AT&T
07.2011 - 03.2015
Associate of Science - Business Administration
American Intercontinental University
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