Lisa Hastie, CMA
Manager of Accounting and Analysis (Previously Sr. Financial Analyst/Accountant, Financial Analyst) at Precision Lens- Claim this Profile
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Bio
Credentials
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Leadership Gold Level
IMA | Institute of Management AccountantsFeb, 2016- Nov, 2024 -
Leadership Bronze Level
IMA | Institute of Management AccountantsJul, 2015- Nov, 2024 -
Leadership Pewter Level
IMA | Institute of Management AccountantsMay, 2015- Nov, 2024 -
Certified Management Accountant
Certified Management Accountant: CMA®Dec, 2012- Nov, 2024 -
Financial Analysis: Analyzing the Bottom Line with Excel
Lynda.comNov, 2016- Nov, 2024 -
Financial Analysis: Analyzing the Top Line with Excel
Lynda.comOct, 2016- Nov, 2024 -
Running a Profitable Business: Understanding Financial Ratios
Lynda.comOct, 2016- Nov, 2024 -
Financial Analysis: Introduction to Business Performance Analysis
Lynda.comJul, 2016- Nov, 2024 -
Excel 2013: Advanced Formulas and Functions
Lynda.comJun, 2016- Nov, 2024 -
Up and Running with Power Pivot and SharePoint 2013
Lynda.comJun, 2016- Nov, 2024 -
Up and Running with VBA in Excel
Lynda.comJun, 2016- Nov, 2024 -
SQL Essential Training
Lynda.comMay, 2016- Nov, 2024 -
Up and Running with Dropbox
Lynda.comApr, 2016- Nov, 2024 -
Data-Analysis Fundamentals with Excel
Lynda.comMar, 2016- Nov, 2024 -
Excel 2013 Power Shortcuts
Lynda.comMar, 2016- Nov, 2024 -
Excel 2013: Charts in Depth
Lynda.comMar, 2016- Nov, 2024 -
Excel 2013: Managing and Analyzing Data
Lynda.comMar, 2016- Nov, 2024 -
Excel 2013: Pivot Tables in Depth
Lynda.comMar, 2016- Nov, 2024 -
Excel 2013: Macros in Depth
Lynda.comFeb, 2016- Nov, 2024 -
The Basics of Data for Analytics
Lynda.comFeb, 2016- Nov, 2024 -
Excel 2013: Working with Charts and Graphs
Lynda.comJan, 2016- Nov, 2024 -
IMA Data Analytics & Visualization Fundamentals Certificate
IMA | Institute of Management Accountants
Experience
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Precision Lens
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United States
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Medical Device
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1 - 100 Employee
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Manager of Accounting and Analysis (Previously Sr. Financial Analyst/Accountant, Financial Analyst)
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Apr 2014 - Present
Primarily responsible for managerial accounting and analysis at a diverse sales and distribution company with multiple entities, business units, information systems, and warehouses. -Managing the month end close process and supervising the work of others -Reviewing and analyzing monthly financials -Developing ad hoc sales, performance, and other reports -Designing and improving processes and implementing new software -Developing budget and other financial models Primarily responsible for managerial accounting and analysis at a diverse sales and distribution company with multiple entities, business units, information systems, and warehouses. -Managing the month end close process and supervising the work of others -Reviewing and analyzing monthly financials -Developing ad hoc sales, performance, and other reports -Designing and improving processes and implementing new software -Developing budget and other financial models
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Self-Employed
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Writing and Editing
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700 & Above Employee
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CMA Exam Item Writer
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Nov 2013 - Apr 2014
Wrote professional certification exam questions which required extensive knowledge of managerial accounting concepts and creativity. Wrote professional certification exam questions which required extensive knowledge of managerial accounting concepts and creativity.
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Robert Half
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United States
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Staffing and Recruiting
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700 & Above Employee
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Accountant
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Nov 2009 - Jan 2011
Performed two long-term assignments in accounting. Completed various projects consisting of ad hoc reporting, financial analysis, journal entries, accounts payable, and other general accounting tasks. Performed two long-term assignments in accounting. Completed various projects consisting of ad hoc reporting, financial analysis, journal entries, accounts payable, and other general accounting tasks.
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PulteGroup
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United States
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Construction
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700 & Above Employee
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Staff Accountant (previously Associate Accountant, Accounts Payable)
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2003 - 2007
Primarily responsible for the month-end close and ensuring accuracy of the information reported in the financials, general ledger reconciliation, inventory reconciliation, managing fixed assets, payroll, accounts payable, and other general accounting for the Minnesota Division. Primarily responsible for the month-end close and ensuring accuracy of the information reported in the financials, general ledger reconciliation, inventory reconciliation, managing fixed assets, payroll, accounts payable, and other general accounting for the Minnesota Division.
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School Business Solutions
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St Paul, Minnesota, United States
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Finance Coordinator
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2002 - 2003
Primarily responsible for providing requested financial and accounting services to various public school clients such as accounts payable, payroll, general ledger reconciliation, bank reconciliation, annual audit preparation, revenue tracking, financial statement preparation, budget review, and other state and federal reporting. Primarily responsible for providing requested financial and accounting services to various public school clients such as accounts payable, payroll, general ledger reconciliation, bank reconciliation, annual audit preparation, revenue tracking, financial statement preparation, budget review, and other state and federal reporting.
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Robert Half
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United States
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Staffing and Recruiting
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700 & Above Employee
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Accountant
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2001 - 2002
Completed various accounting projects at companies in the following areas; manufacturing, medical devices, home theater systems, office products, and roofing and siding. These projects consisted of billing, financial reports, journal entries, bank reconciliations, accounts payable, sales and use tax filing, accounts receivable, and other general accounting or administrative tasks. Completed various accounting projects at companies in the following areas; manufacturing, medical devices, home theater systems, office products, and roofing and siding. These projects consisted of billing, financial reports, journal entries, bank reconciliations, accounts payable, sales and use tax filing, accounts receivable, and other general accounting or administrative tasks.
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Weisman Enterprises
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Minneapolis, Minnesota, United States
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Database Manager (Previously Customer Service/Purchasing, Accounts Payable)
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1996 - 1999
Primarily responsible for managing data integrity in the company database by setting up information appropriately to reflect contracts so that Accounts Payable could properly match invoices to approved services, and researching and resolving problem invoices. Previous roles included putting new customer locations out to bid with various vendors and providing customer support for services they received from these vendors. Primarily responsible for managing data integrity in the company database by setting up information appropriately to reflect contracts so that Accounts Payable could properly match invoices to approved services, and researching and resolving problem invoices. Previous roles included putting new customer locations out to bid with various vendors and providing customer support for services they received from these vendors.
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Education
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Metropolitan State University
B.S., Finance -
St. Paul College
Diploma, Computer Programming -
Globe College
AAS, Accounting