Lissa Epperson
Fredericksburg
Summary
Dynamic and results-driven professional with extensive experience in bookkeeping and customer assistance at Fredericksburg Standard Publishing. Proven track record in financial reconciliation and enhancing operational efficiency, achieving 100% owner satisfaction. Skilled in QuickBooks and fostering strong client relationships, ensuring accurate financial management and exceptional service delivery.
Overview
2027
2027
years of professional experience
Work History
Bookkeeper
Fredericksburg Standard Publishing
Fredericksburg, TX
2023 - Current
- Managed accounts payable and receivable processes, ensuring timely payments and accurate record-keeping.
- Calculate time sheets and commission base and follow through with completed payroll.
- Complete monthly and daily financial reports creating general ledger.
- Assist customers with billing questions.
- Reconcile bank statement and maintaining financial accuracy.
- Completed and mailed quarterly sales tax reports.
Personal Banker
Arrowhead Bank
Fredericksburg, TX
2022 - 2023
- Assisted clients with account inquiries and transaction processing to enhance customer satisfaction.
- Educated customers on banking products and services, contributing to informed financial decisions.
- Collaborated with team members to streamline branch operations and improve service delivery efficiency.
- Resolved customer issues promptly, ensuring adherence to bank policies and enhancing client trust.
- Fraud Notifications
- Assist Bank Officer with Customer Annual Tax Documents
- Open bank daily and prepare for arriving staff.
Local Operations Manager
Property Management Company
Fredericksburg, TX
2016 - 2022
- Streamlined operational workflows, enhancing property maintenance efficiency and tenant satisfaction.
- Developed and implemented standard operating procedures for leasing processes, ensuring compliance with regulations.
- Oversaw vendor management, negotiating contracts to improve service quality and cost-effectiveness.
- Led cross-functional teams in executing property improvement projects, meeting project timelines and budgets.
- Achieved 100% owner satisfaction for two consecutive quarters.
Program Director
Functional Pathways LLC.
Lufkin, TX
2006 - 2012
- Led program development initiatives to enhance service delivery and operational efficiency.
- Collaborated with cross-functional teams to implement strategic plans and improve patient care outcomes.
- Oversaw budget management, ensuring resource allocation aligned with organizational goals.
- Mentored staff in best practices, fostering a culture of continuous improvement and professional growth.
Education
Associate of Arts - Physical Therapy Tech
Tyler Junior College
Troup, TX01-2010
Associate of Arts - Accounting
Kilgore College
Kilgore, TX01-1992
Skills
- Bookkeeping
- Accounts receivable
- Accounts payable
- Accounting and bookkeeping
- Quickbooks
- Customer Assistance
- Financial Reconilation
- Tax Reconciliation
Timeline
Bookkeeper
Fredericksburg Standard Publishing
2023 - Current
Personal Banker
Arrowhead Bank
2022 - 2023
Local Operations Manager
Property Management Company
2016 - 2022
Program Director
Functional Pathways LLC.
2006 - 2012
Associate of Arts - Physical Therapy Tech
Tyler Junior College
Associate of Arts - Accounting
Kilgore College