Lisa Wortman

Executive Assistant to COO/CFO at The Bishop's School
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US

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Experience

    • United States
    • Primary and Secondary Education
    • 100 - 200 Employee
    • Executive Assistant to COO/CFO
      • Dec 2019 - Present

    • United States
    • Higher Education
    • 100 - 200 Employee
    • Executive Assistant to CFO/VP of Finance
      • Jul 2017 - Dec 2019

    • Financial Aid Counselor & Program Coordinator for Competitive Advocacy Program
      • Apr 2017 - Jul 2017

    • United States
    • Aviation and Aerospace Component Manufacturing
    • 1 - 100 Employee
    • SVP, Contract Administration
      • 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

Education

  • San Diego State University-California State University
    Bachelor of Science (BS), Business Administration - Finance

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