Summary
Overview
Work History
Education
Skills
References
Professionaltrainingskills
Timeline
Generic

Siri C Lippy

Tualatin,USA

Summary

An experienced, motivated professional seeking a challenging position with responsibilities including problem solving, planning, organizing and managing budgets.

Self motivated Energy Provider Excellent written /Verbal communicator Facilitator Proven leader who anticipates problems Bench strength organizational skills Mediator Team player Sales Service Liaison

Overview

32
32
years of professional experience

Work History

Sr. Manager Professional Event Services

Greater Giving/Global Payment Holding Company
10.2009 - 10.2024
  • Create Event Service Oppty's
  • Coordinate schedules and book events for team members
  • Manage Pre-event Calls with clients
  • Travel and Assist at Client Events
  • Prepare and invoice clients for travel expenses
  • Approve and prepare expense reports
  • Manage all travel with clients & team members
  • Approve and prepare expense reports
  • Hiring/training facilitator
  • Prepare month end reports for finance
  • QA and provid feedback on products
  • Managed 300+ events a year
  • Developed and managed a team of 25 part-time employees and contractors
  • Circle of Excellence award recipient twice (2010 and 2020)

Sales Analyst/Coordinator

Auctionpay, Inc
01.2003 - 10.2009
  • Prepare Weekly Sales Report
  • Distribute leads to sales group
  • Sales/Marketing Support
  • Manage sales channel
  • Track commissions due
  • Onsite event support
  • Hiring/training facilitator
  • Develop sales strategies
  • Project manager
  • Executed sales tracking through ACT
  • Developed a hiring and training procedure for sales department
  • Managed and organized tradeshow booth for largest Auctioneer tradeshow
  • Developed processes between sales and operations to ensure smooth transition

Senior Accounts Receivable Facilitator

E*Trade Financial
09.2001 - 10.2002
  • Prepare Monthly Sales Report
  • Manage Customer Accounts
  • Sales Support
  • Coordinate and Record ATM Sales
  • Collections
  • Resolve Customer Service Issues
  • Upgrade New Software
  • Work with MIS Dept
  • Reconcile A/R to General Ledger
  • Train and supervise accounts receivable department for division
  • Executed a successful upgrade in accounting software; continuous innovation to rid team of manual entries
  • Implemented a new Customer Service model to enable all facets of our business to function as one unit
  • Diligent communication with Sales and Customer Service department for ensuring customer satisfaction
  • Reduced outstanding receivables over 90 days old from 64% to 31% in one year

Senior Accounts Receivable

E*Trade Access
05.2000 - 09.2001
  • Prepare Invoices Daily
  • Inventory
  • GL Reconciliation
  • Supervisor
  • Month End Procedures
  • Customer Service
  • Sales Support
  • Installation Tracking
  • Cash Receipts
  • Managed Customer Accounts
  • Collections
  • Create Internal Procedures/Processes
  • Corporate buy out enabled me to expand my learning and challenged my professional development
  • Provided leadership towards melding different corporate procedures

Accounts Receivable Specialist

Card Capture Services Inc.
12.1996 - 05.2000
  • Sales Support
  • Billing/Invoicing
  • Customer Service
  • Inventory Control
  • Installation Tracking
  • Cash Receipts
  • GL Reconciliation
  • Reconciled Cash Account
  • Prepare Month End Reports
  • Demonstrated strong organizational skills, clear and concise communications and an excellent use of time management
  • Upgraded accounting software from MYOB to Great Plains
  • Company listed as one of Fortune 500 fastest, growing private companies

Leasing Coordinator

Rockford Leasing Co.
08.1996 - 12.1996
  • Liaison between vendor
  • Processed lease applications
  • Tracked Leases
  • Prepared weekly status reports
  • Arranged pickup for leases
  • Coordinated funding of leases
  • Worked as an on-site lease coordinator for the vendor
  • Responsible for making sure the lease documentation was processed in a timely manner
  • Reported weekly on all lease fundings and outstanding lease deals
  • Notified customers and vendor of lease approvals
  • Arranged for pickup of all incoming leases

Travel Coordinator

Paulson Travel Company
09.1994 - 08.1996
  • Coordinated Corporate and Leisure Travel
  • Processed Airline Tickets
  • Arranged Car and Hotel Reservations
  • Booked Vacation Itineraries
  • Prepared Weekly Sales Reports
  • Responsible for booking airline tickets hotel and car reservations for both leisure and corporate clients
  • Worked with tour operators and airlines vendors for competitive prices
  • Majority of business was conducted over the phone, which required superior phone skills

Travel Agent Specialist

Azumano Travel Company
06.1992 - 09.1994
  • Process Airline Tickets
  • Reserved Hotel Rooms
  • Reserved Car Rentals
  • Answered Telephone
  • Customer Service
  • Arranged Travel Packages
  • Assisted in processing airline tickets and tour packages
  • Answered incoming phone calls and greeted walk-in traffic
  • Mailed out tour package information to potential customers
  • Responsible for keeping brochures and supplies stocked
  • Administrative duties

Education

B.A. - Leisure Studies and Services

University of Oregon
Eugene, OR

Skills

  • Leadership for Women
  • Collections for Accounts Receivable
  • Personal Development Workshop
  • Time Management
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Power Point
  • MS Outlook
  • Google G-Suite
  • Salesforce
  • Slack
  • Video Meeting Apps
  • Pivotal
  • Event Software
  • 10-Key

References

Available upon request

Professionaltrainingskills

Leadership for Women, Collections for Accounts Receivable, Personal Development Work shop, Time Management, Microsoft Word/Excel/Power Point, MS Outlook, Google G-Suite, Salesforce, Slack, Video Meeting Apps, Pivotal, Event Software, 10-Key

Timeline

Sr. Manager Professional Event Services

Greater Giving/Global Payment Holding Company
10.2009 - 10.2024

Sales Analyst/Coordinator

Auctionpay, Inc
01.2003 - 10.2009

Senior Accounts Receivable Facilitator

E*Trade Financial
09.2001 - 10.2002

Senior Accounts Receivable

E*Trade Access
05.2000 - 09.2001

Accounts Receivable Specialist

Card Capture Services Inc.
12.1996 - 05.2000

Leasing Coordinator

Rockford Leasing Co.
08.1996 - 12.1996

Travel Coordinator

Paulson Travel Company
09.1994 - 08.1996

Travel Agent Specialist

Azumano Travel Company
06.1992 - 09.1994

B.A. - Leisure Studies and Services

University of Oregon
Siri C Lippy