Lisa Hewitt
Encinitas
Summary
Detail-oriented Office Manager with expertise in enhancing office operations and services. Proven ability to implement improvements through a creative approach and strong problem-solving skills. Proficient in business correspondence, bookkeeping, and project management, ensuring efficient workflow and accurate financial records.
Overview
23
23
years of professional experience
Work History
Office Manager /Accounting Bookkeeper
Pro Earth Landscape Design & Development
Encinitas
02.2023 - Current
- Manage accounts payable and receivable, ensuring accurate invoicing and payment processing.
- Prepare and process digital deposits of client payments.
- Coordinate scheduling to optimize resource allocation and calendar management.
- Track client progress on billing payments, initiating outreach for overdue accounts to accelerate collections.
- Process biweekly payroll, 401(k) contributions, and employer Safe Harbor match, maintaining meticulous employee documentation.
- Manage and process yearly premiums for Work Comp, General Liability, and work vehicle insurance.
- Request certificates of insurance with additionally insured when required.
- Maintain the contractor's license, State of California contractor bond.
- Maintain all city business licenses.
- Collaborate with vendors and clients to resolve billing and payment inquiries.
- Reconcile credit card and bank statements monthly, identifying discrepancies with internal accounts.
- Prepare estimates, contracts, and opening/closing packets for client transactions.
- Review contracts for accuracy prior to company approval.
- Address customer inquiries promptly while fostering positive client relationships.
- Handle confidential matters with discretion and sound judgment.
- Coordinate meetings, travel arrangements, and departmental activities efficiently.
- Answer calls, maintain the company computer and hard files, and assist the President and Vice President as needed.
Director, Sales & Marketing
Pegasus Estate Winery
Oceanside
03.2010 - 02.2023
- Executed yearly new development projects, consistently meeting all deadlines.
- Ensured adherence to relevant regulations, policies, and procedures.
- Represented organization at industry competitions, charity events, and retail marketing activities.
- Developed and implemented marketing strategies to boost brand awareness and revenue.
- Managed digital marketing initiatives, including website content, email campaigns, and social media platforms.
- Cultivated strong relationships with graphic designers, web developers, and vendors to enhance collaboration.
- Received commendations for exceptional organizational skills from peers and vendors.
Executive Assistant
Face It/Sweetfields
Carlsbad
02.2006 - 03.2010
- Organized and managed complex calendar for executive appointments, meetings, and travel arrangements.
- Filtered important calls to prioritize client communications and expedite daily operations.
- Opened and responded to emails, letters, and correspondence on behalf of executives.
- Maintained daily communication with clients through phone, email, and written correspondence.
- Represented companies at marketing and networking events to enhance visibility.
- Performed duties in marketing, sales, customer service, order processing, shipping, and internet research.
Project Coordinator
Service Master Complete Restoration
Escondido
04.2002 - 09.2005
- Directed 18 field personnel alongside Construction Superintendent, reporting directly to General Contractor.
- Served as liaison among insurance adjusters, homeowners, and project coordinators, completing hundreds of projects annually.
- Attended insurance program meetings, documenting notes and distributing them to department managers and General Contractor.
- Maintained daily communication with adjusters, subcontractors, and customers regarding project progress.
- Represented company at marketing luncheons with adjusters and property managers to enhance relationships.
- Submitted bi-weekly payroll for department to accounting, ensuring timely processing.
- Recognized as Service Provider Employee of the Month by State Farm Insurance for outstanding performance.
Education
Communications & Journalism
Texas State University
San Marcos, TXSkills
- Accounts payable and payroll administration
- Financial reconciliation and contract review
- Calendar and time management
- Customer service and vendor relations
- Attention to detail and quality assurance
- Effective communication skills
- Office administration
- Microsoft Office Suite proficiency
- QuickBooks Desktop proficiency
- Salesforce management
Timeline
Office Manager /Accounting Bookkeeper
Pro Earth Landscape Design & Development
02.2023 - Current
Director, Sales & Marketing
Pegasus Estate Winery
03.2010 - 02.2023
Executive Assistant
Face It/Sweetfields
02.2006 - 03.2010
Project Coordinator
Service Master Complete Restoration
04.2002 - 09.2005
Communications & Journalism
Texas State University
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