Lisa Roach

• Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
• Supported financial director with special projects and additional job duties.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
• Prepared internal and regulatory financial reports, balance sheets and income statements.

• Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
• Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.

Recorded Motions and news from meetings conducted every week.