Lisa Allen, CMCA, AMS

Director Of Accounting at Cedar Management Group
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Contact Information
us****@****om
(386) 825-5501
Location
Concord, North Carolina, United States, US

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5.0

/5.0
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Rev. Elizabeth Krall

I have found Lisa to be very organized, friendly, and easy to work with on projects. When she was given tasks to do on projects Lisa followed through with them in a very timely matter. She was dependable and focused in her work. Rev. Elizabeth Krall

Jean Sander

From my first meeting with Lisa she has been a thoughtful, caring and positive influence for my family. She provided care for my two children as if they were her own -- very welcoming into her home at anytime. She was a not only a care-taker, but also a teacher and creative source of fun during the course of three years. Lisa exhibits a consistent, self-motivated approach to tasks. She is honest and trustworthy, with a strong intellect and sense of moral ethics. These characteristics have been displayed in her role as Girl Scout Troop Leader and as primary fundraiser for the Spark of Hope Foundation. She has gone above and beyond to ensure the success of both endeavors. I would highly recommend Lisa for a range of professional opportunities based upon her professional experiences, education, interpersonal skills, organizational skills, and "can-do" atttitute.

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Experience

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Director Of Accounting
      • May 2022 - Present

    • Accounting Manager
      • Dec 2009 - May 2022

    • Vice President
      • Dec 2008 - Jul 2010

      Coordinator of fundraising strategies. Responsible for overseeing all aspects of fundraising events and programs. Consulted in the development of fundraising goals and the solicitation of funds to meet those goals. Responsible for identifying new donors and organizing initiatives to solicit funding. Contributed to the development of major gift opportunities and writing grant proposals. Created organizational business plan for the non-profit and ensured compliance with legal requirements required of newly formed non-profit organizations. Coordinated numerous fundraising events from beginning to end, the largest of which resulted in a $30,000 donation to Rainbow Babies and Children's Hospital's Pediatric Cancer Research Department in November 2009. Show less

    • Accounting Staff Assistant-Part Time
      • 2006 - 2010

      Responsible for counting, inputting and collecting data in both accounts payable and receivable. Analyzed documents and completed paperwork while ensuring proper communication between departments. Performed basic administrative duties including filing, organizing data and running reports. Responsible for counting, inputting and collecting data in both accounts payable and receivable. Analyzed documents and completed paperwork while ensuring proper communication between departments. Performed basic administrative duties including filing, organizing data and running reports.

    • Government Administration
    • 700 & Above Employee
    • District Manager
      • Jan 2004 - Jan 2006

      Responsible for the oversight of a high traffic, high volume office, Key areas of focus include organization of high profile government programs that balanced the effectiveness and efficiency of the service to the public. Successfully maintained a balanced budget for three consecutive years. Managed face to face and phone customer care activities for 8000 + clients per month.Implemented policies that supported the groups' mission, while providing high quality service to our clients. Established clearly defined goals for employees and supported career development through on the job training. Served as a mentor and provided senior level exposure which resulted in 12 successful promotions. Served as a Regional Recruiter, chaired several workgroups and facilitated several key task force initiatives. Show less

    • Assistant District Manager
      • Mar 2001 - Jan 2004

      Managed 60 individuals in a multi-site service organization with diverse needs (urban vs. rural.) Areas of focus were improving goal management, implementing basic office protocols, and establishing efficient client care. Provided direction to the urban manager in reducing major fraud abuse through the implementation of key fraud detection systems, resulting in a major fraud ring detection that lead to legal action. Implemented programs for security reviews and post-reviews of high profile cases. Functioned as congressional and senatorial liaison resulting in improved customer resolution. Strategically and tactically designed new programs to comply with ever changing regulations. Transitioned the offices to a paperless environment through up training and monitoring programs. Established independent work programs that resulted in increased efficiency, empowered employees and progressive case load monitoring. Show less

    • Government Administration
    • 700 & Above Employee
    • Social Insurance Specialist
      • Sep 1993 - Jun 1999

      Interviewed and informed members of the public regarding their rights and responsibilities under the programs administered by the Social Security Administration. Received and fully processed claims. Reconciled discrepancies between allegations and case evidence. Determined entitlement and took final authorization or disallowance action as appropriate. Served on many committees including recruitment, systems support and public affairs. Served as the liaison between Social Security and the local congressional and senatorial offices. Show less

Education

  • Muskingum University
    Bachelor, Internation Business and Spanish
    1989 - 1993

Community

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