Lisa Wallace
Ohio Carpenters' Joint Apprenticeship & Training Trust Fund (JATTF)
Nelsonville,Ohio
27
years of professional experience
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Work History
Comptroller
5 Years 2 Months- Financial Control & Oversight: Direct comprehensive financial operations for the regional trade training trust fund, ensuring absolute regulatory compliance and fiscal accountability across multiple training centers.
- Audit & Regulatory Compliance: Maintained meticulous financial records to ensure complete transparency, successfully navigating yearly internal and external audits with zero penalties or compliance infractions.
- AP/AR & Reconciliation: Manage high-volume accounting workflows using QuickBooks Pro and advanced Excel data models, including complex account reconciliation, fund allocations, and expenditure tracking.
- AP/AR & Reconciliation: Managed high-volume accounting workflows with QuickBooks Pro and advanced Excel data models, ensuring accurate account reconciliation, timely fund allocations, and precise expenditure tracking.
- Vendor & Compliance Management: Oversaw vendor payment pipelines and cross-referenced invoices with internal budgets, maintaining strict compliance with organizational specifications through thorough documentation audits.
- Intercompany Transactions: Managed intercompany billing and financial distributions; prepared monthly financial summaries, cash positions, and expense logs for trustees, auditors, and management, ensuring transparency and accountability.
Medication Nurse
13 Years 3 Months- Data Integrity & Documentation: Process and input complex orders to build and maintain legally compliant electronic records; ensured rigorous file integrity and detail-oriented administration within acute psychiatric unit.
- Risk & Conflict Mitigation: Facilitate high-stakes communication, crisis intervention, and dispute resolution under fast-paced conditions, prioritizing absolute discretion and safety.
- Interdepartmental Collaboration: Collaborated with multi-disciplinary management teams to coordinate care plans, audit documentation for quality assurance, and uphold strict adherence to state and federal healthcare regulatory standards.
Admissions Coordinator
3 Years 3 Months- Coordinated admissions process in census-challenged skilled nursing facility, collaborating with all disciplines to facilitate smooth client transitions.
- Development and implementation of sales and marketing plans, served as chairperson for marketing team meetings, monitor budget and tracking of results. External marketing to hospitals, physicians and community organizations. Effectively managed occupancy levels and census/premium mix.
- Addressed patient and family concerns, collaborating with staff development to foster a culture of enthusiastic, customer service-based care.
Payroll coordinator/Bookkeeper
2 Years 6 Months- Oversaw processing of accounting transactions (receivables, accounts payable, payroll, collections, cash receipts) while maintaining chart of accounts and general ledger for accurate financial reporting.
- Managed funding of taxes and payroll liabilities.
- Compiled quarterly and annual financial statements, trial balance, and profit and loss reports to support informed decision-making.
- Managed funding of taxes and payroll liabilities to ensure compliance and timely payments.
- Reconciled bank accounts monthly.
- Worked closely with accountant to maintain accurate expense coding.
Team Leader Intake Coordinator
2 YearsEducation
Licensed Practical Nurse (LPN)
State Licensure: Practical Nurse—PN 087046 (Graduated 2001)
Skills
Payroll & Finance Mastery: Full-Cycle Payroll Processing (ADP)
QuickBooks Pro
Accounts Payable (AP) & Accounts Receivable (AR)
Account Reconciliation
Intercompany Invoicing
Budget Tracking
Cash Position Reporting.
Compliance & Technical: Audit Readiness & Management (Zero-Penalty Track Record)
Construction/Trade Trust Fund Operations
Document Audit Management
Advanced Excel Spreadsheet Models
Electronic Data Processing
Tax & Deduction Compliance.
Core Competencies: Vendor Communication
Data Auditing
Dispute Resolution
Strategic Decision-Making
Strict Confidentiality
Policy Enforcement.
Timeline
Comptroller
Ohio Carpenters' Joint Apprenticeship & Training Trust Fund (JATTF)
06.2021 - CurrentRead More
Medication Nurse
Appalachian Behavioral Healthcare
03.2008 - 06.2021Read More
Admissions Coordinator
Kindred Healthcare
12.2004 - 03.2008Read More
Payroll coordinator/Bookkeeper
Club Energy Fitness
05.2002 - 11.2004Read More
Team Leader Intake Coordinator
Appalachia Community Visiting Nurse Association
01.2000 - 01.2002Read More
Hocking College
Licensed Practical Nurse (LPN)
Read More