Lisa Wortman
Executive Assistant to COO/CFO at The Bishop's School- Claim this Profile
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Bio
Experience
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The Bishop's School
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United States
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Primary and Secondary Education
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100 - 200 Employee
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Executive Assistant to COO/CFO
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Dec 2019 - Present
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California Western School of Law
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United States
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Higher Education
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100 - 200 Employee
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Executive Assistant to CFO/VP of Finance
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Jul 2017 - Dec 2019
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Financial Aid Counselor & Program Coordinator for Competitive Advocacy Program
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Apr 2017 - Jul 2017
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Component Control - a CAMP Company
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United States
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Aviation and Aerospace Component Manufacturing
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1 - 100 Employee
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SVP, Contract Administration
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Jan 2000 - Jun 2016
Management & Leadership: Collaborated with CEO, President and VP’s to define company objectives and goals. Assisted in determining efficient, effective ways to achieve the goals. Managed, provided guidance and worked closely as a team member with staff of seven. Effectively worked with all levels of the organization. Cultivated company objective that we are in long term relationships with our clients. Maintained all Insurance coverages for organization. Accounts Receivable: Analyzed client account history for escalated, complex or unusual issues. Determined best options for resolution to satisfy company and client. Handled escalated client related issues with diplomacy. Backup relief for AR Manager and Manager of Subscription Services when out of office. This included invoicing, collections, deposits, responding to customer calls and emails regarding their accounts. Initiated/sent Subscription Service monthly invoicing that accounted for over 50% of monthly revenue. Focused on revenue retention for the Subscription Services. Led daily AR meeting with CEO, President and VP’s to review unusual or problematic Subscription Service recurring revenue, Software and Professional Service collection accounts. Human Resources: Provided all Human Resource duties for over ten years. Interviewed potential employee candidates. Generated Offer Letters. Provided employee conflict resolution. Consulted with Employment and Immigration Attorneys for H1-B and I-9 applications, Separation Agreements and employee issues. Provided and tracked corporate Benefit Administration. Maintained Health Insurance coverage for company. Reviewed bi-monthly payroll details for processing in payroll software system. Software Licensing Management: Managed/monitored software licensing for over 1,300 clients in over 56 countries with over 18,000 users. Tracked/sent all licensing for software purchases to ensure Software revenue was recognized. Show less
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Education
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San Diego State University-California State University
Bachelor of Science (BS), Business Administration - Finance