Lisa Newby
San Carlos
Summary
Experienced with strategic planning, team leadership, and operational management. Utilizes comprehensive business acumen to drive efficiency and innovation. Track record of fostering collaborative environments and achieving high-impact results.
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
24
24
years of professional experience
Work History
Senior Manager
Frank, Rimerman + Co, LLP
01.2018 - Current
- Handle expense reports, presentations and proposals for leadership team
- Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives.
- Conducted performance evaluations, compensations and hiring to maintain appropriate staffing requirements.
- Provided strong leadership to enhance team productivity and morale.
- Led cross-functional teams to achieve project milestones and deliver high-quality results.
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
- Improved team performance by providing comprehensive training and fostering a collaborative work environment.
- Collaborated closely with peers from other departments to drive organizational success jointly as one cohesive unit.
- Mentored junior staff members for skill development and career progression within the organization.
Administrative Manager / Tax Executive Assistant to Shareholders
BPM, LLP
09.2005 - 12.2017
- Manage 62-person office and supervise 4 administrative assistants, in addition to supporting the tax department with assembling, e-filing and quality control
- Highly knowledgeable in tax production, document control and software database
- Ownership on Tax projects such as Engagement Letters, Due Date Reporting, Timing and Aging Reports
- Coordinated weekly Shareholder and Management meetings and transcribed notes and kept records of all meetings
- Managed office Accounts Receivable and Payable, worked with Shareholders on Aged WIP over 90 days
- Facilitated office relocations, build outs and vendor negotiations on office contracts
- Closely worked with firm Administrative Managers in four other offices to create efficient and relevant firm wide procedures for administrative staff firm wide
Catering Manager
RADISSON VILLA HOTEL
08.2000 - 09.2005
- Worked with Corporate clientele to plan and book their events for ten to five hundred attendees
- Managed banquet staffing and administrative staff for hotel
- Met monthly sales target for corporate event planning
- Worked closely with Director of Sales on maintaining and pursuing new business
- Attended trade shows with Marketing Director
Education
Canada College
Redwood City, CaliforniaGeneral Academics -
Hillsdale High School
San Mateo, CaliforniaSkills
- Strategic planning
- Cross-functional collaboration
- Operations management
- Cross-functional team coordination
- Teamwork and collaboration
- Team leadership
- Excellent communication
- Professional and courteous
Hobbies and Interests
- Cooking
- Reading
- Spending quality time with my family and pets
Timeline
Senior Manager
Frank, Rimerman + Co, LLP
01.2018 - Current
Administrative Manager / Tax Executive Assistant to Shareholders
BPM, LLP
09.2005 - 12.2017
Catering Manager
RADISSON VILLA HOTEL
08.2000 - 09.2005
General Academics -
Hillsdale High School
Canada College
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