Elizabeth Forsher (Lisa)
P.O. Box 1053
Green Valley, Arizona 85622
Tel: (520) 777-5840
Mobil (805) 350-1400
Act805syv[at]msn.com
.
Summary:
Professional experience includes the following: Controller/Staff Accountant, Office Manager, MIS, Financial Analyst, and Information Systems Specialists & VP. Detail-orientated team player with excellent organizational and problem-solving skills. Demonstrated ability to supply precise audits on a specific timeline, recognized for adherence to all regulatory guidelines, and for creative approaches to quality process improvement.
Contract preparation, Analysis, Payroll, Administration, Asset Management, Business Development.
Dedicated, focused employee with a friendly disposition, dependable, self - motivated, ability to multi-task, productive and responsible
25 years of industry experience in the areas of Banking, Finance, Viticulture-Winery, Manufacturing Medical-Orthopedic-Surgical, Construction, and Architect & Retail. Strong accounting and communication skills. Detailed oriented team player with winning attitude.
Business Experience:
Rideau Vineyard. LP 2003/2009 March Solvang, CA
Staff Accountant / Business Manager
 Worked closely with owner in regards to various budgets, such as winery expenses, vineyard expenses, bottling expenses, tasting room, and office expenses. Prepared annual reports for forecasting sales, as well as expense, historical data to determine the market vs. overhead and cost, as well as meeting the budget goals and sales. Ability to Identify, Analyze, Plan & Manage the budget. Increased bottom line
 Responsible for Payroll of 20 to 25, as well as daily accounting functions working with a POS system integrating into QuickBooks. Daily Sales, closely monitoring inventory. Using GAAP.
 Designed various reports using Excel, for presentation of Forecasting, Budgeting, Grape Purchase Reports, Bottling, and Sales. Cost of Goods reports and WIP reports.
 AP, AR, Bank Deposits, Month End Closing reports, Tax Reports, Assisting in set up of New POS system (Wine Direct), assisted preparation of P & L reports, Balance Sheets, Financials, .Payroll Tax Reports, Sales Tax.
 Review of Excise Tax reports, inventory of wine, Sales. & Compliance. Managed operations of all departments to include tasting room. Represented Vineyard at public events.
 Assisted with purchase and POS change over working with all managing departments.
 Working closely with CPA’s month end closing, as well as year end closing.
 Motivated Sales Staff to increase sales goals, BATF meetings
 Compliance with Alcohol Regulatory Beverage Control.
Lenvik & Minor Architects, a CA Corp. 1999/2003 Santa Barbara, CA
Office Manager / Accountant
 Responsible for daily accounting functions utilizing SEMA 4 Deltek accounting software using the
 Accrual Basis Method and GAAP, as well as billing for T & M, Service and contract.
 Responsible for all A/P, A/R, Computerized Billing, Payroll & Taxes and deferred income.
 Maintaining projects, tracking, and reviewing of contracts, as well as preparing of project reports
 For budget comparisons, expense, and historical data.
 Responsible for the accounting of two additional companies using Quick Books Pro 7.0.
 Preparation of reports such as Financial Statements, Balance Sheets, Trial Balance,
 And P & L Statements.
 Prepare additional various financial reports for projects, using Excel spread sheets and graphs for budget comparisons and analysis
 Prepare payroll for 11, tracking vacation time, sick time and holidays, reporting of all Fed &
 State required taxes as well as the filing of Quarterly and Yearly payroll Tax’s, 1099’s & W2’s.
 Preparation of bank deposits, reconcile bank statements for three different companies.
 Review of GL, preparing journal entries as necessary, balancing of books monthly, quarterly & yearly
 Working closely with Corporate CPA’s providing information as requested.
 Review of Profit Sharing Plans, Insurance Policies and various reports looking for any changes.
 Hiring of additional staff as well as new employee orientation, updating of Accounting and
 Office manuals as well as Insurance manuals as needed.
 Acting as NT Administrator working w/CADD manager implementing new software changes
 Trouble shoots software problems. Following up with server and computer procedures
 Purchases when needed.
 Coordinating travel arrangements for Corporate Principals
 Executed corporate functions.
Ferrante Construction/Admin Asst (Temp Agency) 1998/1999 Thousand Oaks, CA
 Implemented accounting software for Construction Company using QuickBooks Pro 7.0.
 Review and prepared contracts for commercial Construction Company
 Implemented new computers and communication network system.
 Prepared prevailing wage reports for local unions.
 Responsible for billing, collections, filing liens and stop notices.
 Coordinate construction jobs interacting w various clientele
 Filing of preliminaries, conditional and unconditional liens job payables and job costing.
 Scheduling of plans and preliminary bidding.
 Responsible for A/R, A/P, Bank reconciliation.
 Calculate and prepare work comp reports and follow up of work comp procedures, as well as banking, responsible for coordinating payroll for over 50 employees.
 Prepare P & L Statements, Cash Flow, General Ledger reports using Quick Books Pro
Planet Java / Owner 1996/1998 Littlerock, CA
 Implemented a new start up business from scratch. Planet Java, trendy espresso-cappuccino coffee house with a combination antique retail store. Implemented business plan, strategic marketing plan, building design and build out to include all permits and license, created logo utilizing computer software. Coordinated all merchandising, inventory and advertising. Coordinated all phases of construction. Successfully created a repeat hi-profile customer base. Created new formulas for drinks. Hired, trained and motivated staff. Business was sold.
Dr. M. Z. Lameer, Orthopedic Surgeon 1991/1996 Lancaster, CA
Office Manager / Business Development
 Implemented a strategic business and marketing plan for orthopedic medical group with sales of 2 million. Improving and increasing the bottom line.
 Needs analysis designed for effective development of business.
 Hired and trained all departmental staff in workflow procedures thus enabling effective office procedures.
 Created Company Handbook with job procedures and office policies, job descriptions, workers compensation and created OSHA handbook.
 Implemented new software for computerized billing, monthly reconciliation, and delinquent accounts, AP and AR as well as aging of accounts utilizing Medi Medi software
 Organized and streamlined audits with IRS negotiated and saved thousands of dollars.
 Analyzed and evaluated asset acquisitions thus providing comparisons for reviews
 Implemented new contracts for business plans including IPO, HMO, PPO’s, WC and Hospitals affiliations, as well as stipend contracts.
 Setup new business as well as expansion with new satellite offices.
 Prepared and reviewed monthly operating budget and financial reports for CPA.
 Implemented a database system to track employees, inventories, and asset management.
 Prepared weekly payroll for a staff of 8. Scheduled vacations
Security Pacific National Bank / Bank of America 1979/1991 Lancaster, CA
Vice President/ Consumer / Commercial/ Real Estate Lending
 Developed and implemented a marketing plan in consumer, commercial, real estate loans as well as new accounts. Analyzed tax returns, credit reports, interviewed clients, approving or declining loans.
 Responsible for deposit approvals and check approvals up to 75K following bank policy
 Directed team efforts to meet and exceed quarterly and yearly sales goals.
 Developed and implemented training programs for new employees, directed staff meetings, cross-trained staff with positive motivational techniques.
 Established relationships with many hi-profile business clients thus retaining client base.
 Represented the regional area to target business and market share.
 Directed, developed and prepared financial analysis reports, and statistics to present for projects thus increasing revenues.
 Familiar with all operational procedures assisting when needed
 Successfully implemented and assisted with all banking policies and procedures for preparedness of the largest merge in banking industry between two of the largest Banks in California.
 Responsible for cross selling services as well as accounts and loans.
 Responsible for conducting Internal Audits.
 Opening and closing procedures of vaults as well as bank premises.
 Motivated team to maintain 8 million dollars of yearly accounts.
 Maintained high customer service skills to insure satisfaction with client issues and banking services.
 Received numerous awards for outstanding achievements within the bank.
 Merger/acquisition of Bank of America.
COMPUTER SKILLS
• Windows 95/98/2000, MS Office 97, MS Office Pro 2000,Windows NT, Windows XP, Vista
• MS Word 9.0, Excel, Office, Power Point, Outlook, Access, Publisher
• Quantum Pro, Corel 7.0,Photo Shop, WP 9.0, Wine Direct,SEMA4Deltec Accounting software, Medi Medi, Peachtree Accounting Software, Xerox Accounting Software
• QuickBooks Pro 6.0,7.0,9.0 / QuickBooks Pro 2006, Business Forms, Mortgage Maker, Act
• Smart Suite, Lotus 123, Notes, Lotus Freelance Graphics, ADP, UPS
• Various Other Software Programs, including POS Systems
Education:
PJC AS Degree Business Admin. 1991/1993
Suffield University Bachelor of Science Degree Business Administration May 2005
UC Santa Barbara, California Accounting Track Program Member UCSB Alumni
Suffield University Master of Science Degree Accounting May 2007
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