LISA WELLS
Summary
Career Summary With over 15+ years of experience managing finances and maintaining accounting records for a fast pace company. Accomplished financial management and accounting professional with over 20 years of demonstrated positive impact company growth. Proven skill in employing accounting and financial management best practices and team leadership. Committed to introducing changes to achieve continuous improvement and successfully influencing processes driving operational excellence. Expertise in financial statement preparation and analysis, operational management, forecasting and cost control.
Overview
27
27
years of professional experience
Work History
Office and Accounting Manager
US Logoworks, LLC
01.2014 - Current
- Maintain company general ledger, monthly close processes and account reconciliation through YoY revenue growth
- Process the monthly, quarterly and yearly filing for federal and state and registered in new statesas required – 940, 941, W-2, 1099, state unemployment, withholding and used sales tax
- Process all Accounts Receivable invoices and ensure over 95% are paid on time to maximize cash-flow
- Process all account Payable invoices and ensure 99% of approved invoices are paid on time whilemaximizing cash-flow
- Knowledge on the all different departments in the business so I can fill in and/or train whilesomeone is out of the office
- Resolved all customer and vendor related issues with the utmost professionalism
- Implemented system for all jobs to make sure the quote is correct (our cost and retail price), makesure all product is ordered, client receives all items, and all the cost are accounted for when the jobis complete.
Owner
Buck Naked Tanning Concepts, LLC
01.2000 - 01.2014
- Started the company and grew the company to have multiple locations
- Worked with vendors on getting the best price and drawing up yearly contracts with vendors tofix the price for product and equipment parts
- Implemented monthly promotional and sales goals for employees
- Handled all operation and functionality of the business to include: all accounting for the business– inventory control, accounts receivable, accounts payable, reconciled bank statements, payroll,monthly, quarterly as well as yearly taxes and forms
- Breeze software for tanning salon and had to transfer all the transactions per day for all the salonsto QuickBooks to do all the accounting for the salons
- Hired, trained, and maintained the shift schedules for all employees in all the salons
- Maintained both the sanitation as well as the functionality of salon equipment to ensure customersafety and satisfaction.
Purchasing Manager / Inventory Controller
CarpetMax
01.1997 - 01.2000
- Hired to institute a system that reduced the in house stock inventory for carpet, ceramic tiles, rugsand wallpaper
- I was able to implement a system for all the stores in North Carolina and reduced the in housestock by 30%, which lead to a reduction in company costs
- My duties also entailed purchasing all material for builder accounts, contracts and sales to find theproduct at the best cost and in a timely efficient manner
Education
B.S - Business Administration
Western Governors University
Raleigh, NC12.2024
A.A - Accounting
Davenport University
Grand Rapids, MISkills
- Soft Skills:
- Attention to detail, Problem-solving, Critical thinking, Fast learner
- Month-End Reporting
- Bank Account Reconciliations
- Invoicing
- Payroll
- AP and AR Management
- Cost Reduction
- Quickbooks
- Inventory Auditing
- Account Reconciliation
- Financial Reporting
Timeline
Office and Accounting Manager
US Logoworks, LLC
01.2014 - Current
Owner
Buck Naked Tanning Concepts, LLC
01.2000 - 01.2014
Purchasing Manager / Inventory Controller
CarpetMax
01.1997 - 01.2000
B.S - Business Administration
Western Governors University
A.A - Accounting
Davenport University