LISA WELLS
Lodi
Summary
Finance professional with expertise in payment processing and client relations at Lodi Canning Company. Demonstrated success in improving cash flow and efficiently resolving financial issues. Proficient in data management, ensuring precise financial records and high-quality customer service. Dedicated to operational excellence and building strong vendor partnerships.
Overview
39
39
years of professional experience
Work History
Finance Assistant
Lodi Canning Company
Lodi
09.2022 - 02.2026
- Processed vendor invoices to ensure timely payments and maintain accurate financial records.
- Processed invoices and managed accounts payable and receivable to maintain cash flow.
- Processed payments received from customers in an accurate and timely manner.
- Monitored debtors' accounts to facilitate timely collection of outstanding invoices.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Entered data into accounting software packages accurately and efficiently.
- Prepared weekly payroll for a team of salaried and hourly employees.
- Provided documentation and explanations during audits to support compliance and accuracy.
- Communicated with vendors regarding payment inquiries and account discrepancies.
- Assisted managers with additional duties during employee absences.
- Matched orders with invoices and recorded required information.
- Created various documents and handled correspondence and memos to assist the supervisor.
Client Service Associate
G-I Office Technologies, Inc.
Madison
01.1987 - 03.2022
- Delivered online and telephone support to customers, efficiently resolving issues to enhance customer experience.
- Maintained customer accounts with current purchasing information, processed orders, and coordinated delivery schedules to ensure customer satisfaction.
- Completed contract forms, processed client invoices, collected payments, and maintained accurate client records to support financial operations.
- Utilized multiple computer programs to complete tasks including, Microsoft Word, Excel, e-Automate.
Education
Associates Degree - Accounting, Business Managment
Madison Area Technical College
Madison, WI05.1986
Skills
- Payment processing and order management
- Transaction processing
- Data management and entry
- Shipping and receiving coordination
- Organization and recordkeeping
- Client relations and customer service
- Problem resolution
- Inbound and outbound calling
References
Available upon request
Timeline
Finance Assistant
Lodi Canning Company
09.2022 - 02.2026
Client Service Associate
G-I Office Technologies, Inc.
01.1987 - 03.2022
Associates Degree - Accounting, Business Managment
Madison Area Technical College