Siri Lippy
Tualatin,OR
Summary
An experienced, motivated professional seeking a challenging position with responsibilities including problem solving, planning, organizing and managing budgets.
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, ORSkills
- 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
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
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