LISA MORSE
Edmond,OK
Summary
Highly motivated, solutions-focused professional with over 20 years of experience in finance and accounting. Action-oriented individual with experience tracking actual business results against plans, including acquisitions. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Areas of expertise: Cash management, Accounts Payables, Financial analysis, Accounting Close process, Fixed assets, Vendor Management.
Overview
27
27
years of professional experience
Work History
Director of Finance
Palmetto Primary Care Physicians LLC
07.2015 - Current
- Collaborated with executive leadership team in developing long-term financial goals, ensuring alignment with overall business objectives.
- Streamlined financial reporting processes by implementing more efficient software systems and optimizing data management.
- Successfully managed multiple, concurrent projects by prioritizing tasks and allocating resources efficiently.
- Negotiated favorable vendor contracts by leveraging strong analytical skills and industry knowledge for competitive advantage.
- Evaluated potential mergers and acquisitions for financial viability, conducting thorough due diligence to support informed decision making.
- Reduced overhead costs by identifying inefficiencies and implementing targeted cost-saving measures across various departments.
- Analyzed 70 financial statements to prepare monthly financial memo.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Managed Accounts Payables.
- Evaluated and negotiated contracts to procure favorable financial terms.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
Accounting Manager
Carolina Sound Communications, Inc.
09.2007 - Current
- Managed journal entries, collection efforts, reconciliations, and payroll processing for 3 companies.
- Managed banking reconciliations and monthly balance sheet statements.
- Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
- Completed bi-weekly payroll for company employees.
- Developed and implemented various procedures to improve accounting process.
- Generated monthly and quarterly financial statements for executive review.
- Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of the reports generated.
- Reduced discrepancies in financial data with thorough account reconciliations and adjustments.
- Managed successful audits by collaborating effectively with internal and external auditors.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Weight Watchers Leader
At Goal, Inc.
10.2010 - 09.2012
- Lead, motivate and assist members in weekly meetings to reach their weight loss goals, attendance would range from 10-40 per meeting.
- Direct program to ensure all accounting of meetings are completed, money deposited and reports submitted.
Operations Manager
Commercial Machinery Fabricators, Inc.
03.2005 - 08.2007
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Responsible for managing day-to-day operations
- Managing accounts payables and receivables of company
- Streamlined purchasing of materials process
- Designed, Implemented and maintained all human resource related functions to include updating employee handbook
- Set up written office procedures
- Implemented Moral boosting programs increasing productivity
- Recognizing employee birthdays and company anniversaries
- Monitored construction process of plant addition and two new buildings which were added to property during last two years
- Upgraded company technology; integrating new computers and copier/printers with new company server, phone system, and camera surveillance/security system.
Budget/Finance Manager
The Leona Group, L.L.C.
07.1997 - 03.2005
- Prepared, maintained and monitored budgets for 22 school districts in Michigan, Ohio, and Indiana totaling $19,023,710
- Prepared financial packets; cash forecast statements, and memos for each individual school board
- Designed, implemented and maintained Bridge Loan borrowing process each fiscal year for 16 Michigan Schools and 5 Ohio Schools as needed
- Processed/funded Bridge Loans annually totaling $9,105,000
- Audit preparations which included recording, updating and balancing schools fixed asset accounts, rent schedules, and running appropriate trial balances and checkbook registers for each school
- Grant reconciliation and preparation of Schedule of Expenditures of Federal Awards
- Trained budget managers in budget preparation and maintenance; school leader relationships; state aid funding; monthly cash forecast statements, financials, board presentations; payroll audits; grant reconciliation; and all other functions and duties of budget manager
- Provided school leaders with understanding and training of: finance policy and procedures, cash flow statement, financials, hiring process, grants, budget process, how funding works for their school and their individual budget
- Developed board training process and presented board training at individual board meetings
- Developed and implemented company’s office manager’s training sessions during first year of employment
- Coordinated training session until such time company decided to convert this training into formal professional development session.
Education
MBA -
The Richard DeVOS Graduate School of Management
Midland12.2005
BBA -
Northwood University
Midland, MI12.2003
Skills
- Organizational Skills
- Financial analysis and reporting
- Budget Planning
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Multitasking
- Reliability
- Team Collaboration
- Effective Communication
- Analytical Thinking
- Professionalism
- Accounting management
- Process Implementation
- Cash Flow Management
Timeline
Director of Finance
Palmetto Primary Care Physicians LLC
07.2015 - Current
Weight Watchers Leader
At Goal, Inc.
10.2010 - 09.2012
Accounting Manager
Carolina Sound Communications, Inc.
09.2007 - Current
Operations Manager
Commercial Machinery Fabricators, Inc.
03.2005 - 08.2007
Budget/Finance Manager
The Leona Group, L.L.C.
07.1997 - 03.2005
MBA -
The Richard DeVOS Graduate School of Management
BBA -
Northwood University
Volunteer Experience
- President, Treasurer, Stratford Band Boosters, Inc., August 2012 to May 2016
- Nursery Director, Calvary Church of the Nazarene, October 2010 to August 2015
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