Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa Summers

Charlotte,NC

Summary

Ten years of proven success in Finance and Project Administration scaling from cities to continents. Expertise in all facets of financial management and analysis including administering multiple multi-million dollar contracts and budgets while adhering to strict financial practices and standards. Highly skilled in contractual interactions with private industry, labor unions, and all levels of Government in the USA and overseas including regulatory compliance. Frequent overseas traveler and remote worker.

Overview

9
9
years of professional experience

Work History

Now

Now
Charlotte, NC
03.2022 - Current

Took mail out after 3pm postal arrival. Used yellow paperclips. Dog sat. LLLLLAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

  • Developed and maintained courteous and effective working relationships.

Project Administrator

THE GREER GROUP
Raleigh, NC
01.2019 - 07.2020
  • Oversaw financial planning and execution of replacing Toshiba Corporation legacy database software with Oracle Enterprise Software in seven European countries including the UK, France and Germany
  • Coordinated the efforts of multiple teams across three continents ensuring all installations were on time, on budget, and in compliance with government laws and regulations
  • Managed all Financials for multiple contracts and budgets in excess of $4 Million
  • Navigated numerous European government labor laws ensuring regulatory compliance and fiscal responsibility
  • Delineated work specifications for multiple IT and team support subcontracts
  • Monitored post-award execution of contractor performance ensuring all deliverables were met
  • Coordinated efforts of onshore/offshore resources ensuring proper time booking/management and invoicing meeting budget guidelines
  • Maintained project communications with Senior Leadership
  • Supervised Oracle item loading and data scrubbing ensuring successful data transfer from legacy to Oracle databases
  • Performed manual SQL queries verifying all transfers were 100 percent valid
  • Coordinated numerous remote conferences with all stakeholders in Japan, Europe, and Oracle support in India
  • Budgeted and coordinated all travel, accommodations, local transportation, and work spaces.

Energy Rater

PERFORMANCE POINT
Harrisburg, NC
07.2018 - 11.2018
  • Conducted Energy Code and Energy Star compliance testing for new construction and remodeled homes
  • Completed takeoffs, estimates, and coordinated site visits with builders and clients
  • Performed pre-drywall inspections and prepared builders reports, site evaluation studies, pre-construction corrections, and generated punch lists as needed for Energy Star rating verification
  • Coordinated builder and inspection site visits for various locations in the greater Charlotte, NC area
  • Determined job site readiness and accessibility and scheduled site visits as needed
  • Worked with builders when issues such as power lines not connected, equipment missing or not properly installed, or any site delay so an Energy Star rating report can be completed before final sale.

Financial Analyst and Assistant

CHEMRING DETECTION SYSTEMS
Charlotte, NC
02.2012 - 06.2017
  • Responsible for executive-level financial analysis and reporting for the corporate accounting package
  • Performed Balance Sheet and PL statement reconciliation, journal entry management, accruals entry accuracy, managed accounts payable, and supported internal and external audits complying with all government regulations and standards
  • Performed analysis for contracts up to $50 million
  • Executed cost estimates and reporting on revenue/earnings utilizing software tool ProPricer to create cost estimate analysis
  • Responsible for government contract finances ensuring federal regulation compliance and fiscal responsibility
  • Developed Excel tool consolidating data from multiple accounting sources
  • Provided input and work breakdown structures validating cost and price
  • Worked multiple proposals simultaneously, many over $10 million
  • Developed travel expense template to reduce redundancies
  • Collaborated with Controller and Finance team to develop dynamic reporting from many data sources
  • Streamlined into a one-page Senior Leadership quick project financial synopsis.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts

Director of Events and Promotions

ROCKS! ENTERTAINMENT MAGAZINE
Belmont, NC
05.2010 - 12.2011
  • Planned, organized, and hosted Entertainment industry events in the greater Charlotte, NC area to increase clientele, magazine media exposure, and customer base
  • Managed all Finances including direct marketing, advertising, ticket sales, payroll, and travel/lodging
  • Negotiated with managers, promoters, and union officials regarding contractual rights and obligations
  • Organized communications with clients, government officials, and media representatives to expand exposure for stakeholders
  • Obtained sponsorship, developed media kits, and promotional web pages
  • Conducted auditions evaluating talent for specific events and venues
  • Worked closely with clients to develop strategies for promotion, performed site evaluation, and inspection of facilities.

Education

Bachelor’s Degree - Liberal Arts Focus on Business Management

Belmont Abbey College
05.2005

Skills

FINANCE SKILLS

  • Finance and Accounting for Large Government Contracts
  • Project Management
  • Cost Estimating
  • General Ledger Reconciliation
  • Budget Planning
  • Balance Sheet

SPECIFIC SOFTWARE SKILLS

  • Microsoft Office 365 / Teams
  • ProPricer
  • Jira
  • Project Reconciliation
  • SharePoint
  • Oracle ERP / SQL
  • Oracle Access and Discoverer
  • Epicore (Post Oracle)
  • Distinction Accounting Package

Timeline

Now

Now
03.2022 - Current

Project Administrator

THE GREER GROUP
01.2019 - 07.2020

Energy Rater

PERFORMANCE POINT
07.2018 - 11.2018

Financial Analyst and Assistant

CHEMRING DETECTION SYSTEMS
02.2012 - 06.2017

Director of Events and Promotions

ROCKS! ENTERTAINMENT MAGAZINE
05.2010 - 12.2011

Bachelor’s Degree - Liberal Arts Focus on Business Management

Belmont Abbey College
Lisa Summers