Summary
Overview
Work History
Education
Skills
ACCOUNTS PAYABLE, ADMINISTRATIVE, AND OFFICE MANAGER
Timeline
Generic

LISA STEIN

Humble,USA

Summary

Detail-oriented accounting and administrative professional with extensive experience in accounts payable/receivable, vendor management, database administration, and executive support across Fortune 500 corporations, international manufacturers, and nonprofit organizations. Proficient in SAP, Oracle, PeopleSoft, Enertia, Kofax, MS Access, Salesforce CRM, and advanced Excel. Known for streamlining workflows, driving compliance, and delivering measurable cost savings—including recovering over $1 million in duplicate payments. Skilled at managing competing priorities, leading ERP/system conversions, and providing high-level support to executives in fast-paced, deadline-driven environments.

Overview

2026
2026
years of professional experience

Work History

ACCOUNTANT II

SOUTHWESTERN ENERGY
Spring, TX
04.2021 - 05.2025
  • Processed 500–800 invoices weekly in Oracle and Enertia, analyzing vendors, invoices, and payments to ensure accuracy and compliance.
  • Supported team members and management with ad-hoc financial tasks, maintaining balanced workflows and timely deliverables.
  • Partnered with the marketing team to process check requests for gas sales and transportation contracts.
  • Executed month-end reconciliations of net inflows and outflows in alignment with gas contracts.
  • Conducted monthly vendor audit SOX Control Reports, verifying supporting documentation and banking information for accuracy.
  • Identified and prevented duplicate payments using IDEA/CaseWare reporting software and Oracle queries; recovered over $1M in overpayments by reconciling vendor credits and transactions.
  • Utilized Excel, Oracle, and Enertia to extract, validate, and process financial data, journal entries, and vendor credits—improving efficiency and accuracy across workflows.

TAX ADMINISTRATIVE SPECIALIST

HALLIBURTON
Houston , TX
04.2019 - 05.2020
  • Streamlined processes to ensure compliance with tax department rules and regulations, coded and maintained invoice approval authorizations, while serving as the primary administrative liaison.
  • Managed vendor payment processing and expense tracking in SAP, ensuring accuracy and timeliness.
  • Created and verified vendor accounts, securing W-9 forms, and banking details to maintain compliance.
  • Monitored and updated vendor information for accuracy and regulatory alignment.
  • Tracked tax project spending forecasts in Excel, reconciling actual costs against projections, and prepared consolidated monthly cost reports for the Director and VP.
  • Acted as the primary vendor liaison, providing timely payment updates, maintaining cost forecasts, and facilitating communication between vendors and the tax department.
  • Received and processed engagement letters for approved projects from senior leadership.
  • Managed SharePoint content and user permissions, maintaining secure and organized access to departmental resources.

ACCOUNTS PAYABLE CLERK II

WESTLAKE CHEMICAL
Houston, TX
07.2018 - 12.2018
  • Managed full-cycle accounts payable functions, ensuring timely payment of debts and financial responsibilities for a global manufacturing organization.
  • Processed over 100 invoices daily in SAP, maintaining accuracy and compliance with company standards.
  • Recorded invoices and A/P data into the Kofax automated system, ensuring efficient and accurate processing.
  • Performed three-way matching of invoices, purchase orders, and receipts; investigated and resolved discrepancies to maintain compliance.
  • Secured buyer approvals and coded invoices with accurate GL codes to ensure proper financial tracking.
  • Created journal entries to support accurate financial reporting and month-end close processes.
  • Aggregated, analyzed, and maintained A/P and vendor records, including 1099 preparation and reporting for management.
  • Resolved discrepancies across invoices, purchase orders, payments, and billing issues using SAP, ensuring accuracy and compliance.
  • Maintained strong vendor and supplier relationships, providing consistent communication, and ensuring uninterrupted services.

SENIOR ACCOUNTING ASSISTANT

DCP MIDSTREAM
Houston, TX
02.2011 - 06.2018
  • Managed full-spectrum accounting functions, including accounts payable, accounts receivable, invoice processing, reconciliations, and financial record maintenance, in compliance with organizational policies and industry regulations.
  • Reviewed and processed invoices and employee expense reports, ensuring accuracy, timely payments, and proper documentation.
  • Collaborated with the marketing department to verify and publish product rates with vendors, ensuring accurate billing.
  • Analyzed invoices and allocated expenses across accounts and cost centers; scheduled payments via checks, wire transfers, and ACH using PeopleSoft.
  • Generated bills of lading for international shipments, monitored inventory levels, and resolved potential product shortages.
  • Supported internal and external audits by preparing documentation and addressing inquiries promptly.
  • Promoted multiple times for consistently excelling in diverse accounting and administrative functions.

DATA SPECIALIST AND ADMINISTRATIVE ASSISTANT

HOUSTON A+ CHALLENGE
04.2008 - 05.2010
  • Delivered concurrent administrative support to development, finance, and program executives while managing an MS Access database of over 20,000 records, ensuring accuracy, integrity, and maximum system uptime.
  • Led the migration from MS Access to Salesforce CRM, compiling, validating, and troubleshooting data, while training and supporting staff on the new platform.
  • Planned and coordinated special projects and events, including conference calls, meeting logistics, RSVP tracking, and staff communications.
  • Served as a liaison between the organization and building management, security, and parking facilities to ensure smooth operations.
  • Created and implemented process improvements that enhanced efficiency, compliance, and accuracy across administrative workflows.

SENIOR ADMINISTRATIVE ASSISTANT

DCP MIDSTREAM
Houston, TX
  • Provided executive-level administrative support, managing complex calendars, scheduling high-volume meetings, and coordinating domestic and international travel to ensure seamless operations.
  • Prepared financial reports, budgets, and internal communications for senior leadership, supporting informed decision-making.
  • Processed vendor invoices and expense reports with accuracy and timeliness, ensuring compliance with company policies.
  • Drafted correspondence and managed executive communications (email, phone, and reports), ensuring professionalism and confidentiality.
  • Planned and executed logistics for meetings, workshops, and conferences, including agendas, materials, catering, and audiovisual setup.
  • Collaborated across departments to streamline workflows, improving administrative efficiency, and reducing delays.
  • Supported new hire onboarding by preparing training materials, and coordinating resources for smooth integration.
  • Managed procurement of office and safety supplies, forecasting inventory needs, reducing costs, and adhering to budget controls.
  • Leveraged software expertise (AutoCAD, Ultrapipe, MS Office Suite) to maintain inspection data, and improve reporting accuracy.
  • Implemented a new spreadsheet tracking system, enhancing inspection and data accuracy, and operational efficiency. Ensure seamless operations.
  • Prepared financial reports, budgets, and internal communications for senior leadership, supporting informed decision-making.
  • Processed vendor invoices and expense reports with accuracy and timeliness, ensuring compliance with company policies.
  • Drafted correspondence and managed executive communications (email, phone, and reports), ensuring professionalism and confidentiality.
  • Planned and executed logistics for meetings, workshops, and conferences, including agendas, materials, catering, and audiovisual setup.
  • Collaborated across departments to streamline workflows, improving administrative efficiency and reducing delays.
  • Oversaw onboarding support for new employees, prepared training materials, and coordinated resources for smooth integration.
  • Managed procurement of office and safety supplies, forecasting inventory needs, capitalizing on cost-saving opportunities, and adhering to budget controls.
  • Applied software expertise (AutoCAD, Ultrapipe, MS Office Suite) to maintain inspection data and improve reporting accuracy.
  • Implemented a new spreadsheet tracking system, enhancing inspection/data accuracy, and operational efficiency.
  • DCP MIDSTREAM CONTINUED

Education

Some College (No Degree) - Business Management With A Concentration in Accounting

ASHFORD UNIVERSITY

Skills

  • Productivity Tools: MS Office Suite (Word, Excel, Outlook, Access, PowerPoint)
  • ERP & Financial Systems: SAP, Oracle, PeopleSoft, Open Invoice, Enertia
  • Data & Analytics Tools: IDEA Caseware, Spotfire, QLM, EPM
  • Industry/Compliance Systems: Ultrapipe, Talisman
  • CRM & Database Systems: Salesforce CRM, Raiser’s Edge

ACCOUNTS PAYABLE, ADMINISTRATIVE, AND OFFICE MANAGER

  • A dedicated and results-driven professional experienced in leading accounts payable (AP) and business administrative operations in rapid-paced environments. Manages large volumes of invoices, ensures accuracy, processes vendor payments/expense reports, manages confidential/sensitive information, and delivers comprehensive administrative support while meeting ambitious deadlines.
  • Accounts Payable (AP) ~ Administrative/Business Operations ~ Vendor Management ~ Invoicing/Billing ~ Coding Three-Way Matching ~ Expense Reports ~ Journal Entries ~ General Ledger Meets Payment Deadlines Procurement/Purchase Orders ~ Monthly Close Processes ~ Calendar Management Employee Onboarding ~ Database Management Event Planning

Timeline

ACCOUNTANT II

SOUTHWESTERN ENERGY
04.2021 - 05.2025

TAX ADMINISTRATIVE SPECIALIST

HALLIBURTON
04.2019 - 05.2020

ACCOUNTS PAYABLE CLERK II

WESTLAKE CHEMICAL
07.2018 - 12.2018

SENIOR ACCOUNTING ASSISTANT

DCP MIDSTREAM
02.2011 - 06.2018

DATA SPECIALIST AND ADMINISTRATIVE ASSISTANT

HOUSTON A+ CHALLENGE
04.2008 - 05.2010

SENIOR ADMINISTRATIVE ASSISTANT

DCP MIDSTREAM

Some College (No Degree) - Business Management With A Concentration in Accounting

ASHFORD UNIVERSITY

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LISA STEIN