Lisa Wright
West Jordan,UT
Summary
Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
30
30
years of professional experience
Work History
Accounting Manager
Equity Realtors, LLC
07.2012 - 04.2024
- Managed all accounting processes for multi-state, multi-book, multi billion dollar organization by seamlessly incorporating customized reporting data into standardized software.
- Enhanced financial accuracy by implementing streamlined accounting processes and procedures.
- Achieved timely financial reporting through diligent preparation and analysis of monthly, quarterly, and annual reports for all 60 of the brokers as well as for the company as a whole.
- Managed successful audits by collaborating effectively with internal and external auditors.
- Ensured compliance with tax regulations by preparing accurate federal, state, and local tax filings on time.
- Implemented efficient budgeting processes to forecast expenses and monitor actual performance against projections monthly.
- Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of reports generated.
- Managed banking reconciliations and monthly balance sheet statements.
- Managed journal entries, collection efforts, reconciliations, and completed bi-weekly payroll for company employees.
- Generated monthly and quarterly financial statements for executive review.
- Oversaw accuracy of daily payroll by ensuring proper checks and balances were performed as well as sending appropriate ACHs daily.
Office Manager
Equity Realtors, LLC
10.2014 - 04.2024
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Managed annual renewals and annual reporting of all 40+ LLCs as well as oversaw creation of new LLCs.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Assisted in recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Owner
Mystic Myth & Magic
10.2006 - 09.2011
- Created craft products to sell in craft fairs, online and at other events.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Implemented marketing strategies to increase brand awareness and attract new customers.
Bookkeeper
Mike Wright Construction
05.2000 - 06.2009
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
- Enhanced cash flow management through timely invoicing and collection of outstanding receivables.
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Office Manager
Sure Fire Pools
12.1993 - 02.2007
- Researched and summarized financial information to create and file monthly, quarterly and annual reports.
- Answered multi-lined phone system and greeted, assisted and directed customers.
- Assessed new clientele needs and matched with appropriate services.
- Maintained a database for future customer service needs which was also used to up-sell seasonal products and services.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Accurately processed Account Payable/ Receivables, Payroll, Billing and Collections.
Education
High School Diploma -
Mountain Crest High School
Hyrum, UTSkills
- Financial Accounting
- Audits
- Business Administration
- Workflow Optimization
- Tax Compliance
- Budget projections
- Payroll and Budget Administration
- Organizational Skills
- Team Supervision
- Administrative Support
- Office Management
Timeline
Office Manager
Equity Realtors, LLC
10.2014 - 04.2024
Accounting Manager
Equity Realtors, LLC
07.2012 - 04.2024
Owner
Mystic Myth & Magic
10.2006 - 09.2011
Bookkeeper
Mike Wright Construction
05.2000 - 06.2009
Office Manager
Sure Fire Pools
12.1993 - 02.2007
High School Diploma -
Mountain Crest High School
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