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Lisa Workman
Senior Accountant at Evenhouse & Co., P.C.
Professional Background
Lisa Workman is a highly motivated and experienced accounting professional with a rich history of success in various roles within the accounting and financial services sectors. With a solid foundation in accounting principles and practices, she has cultivated a diverse skill set over her career. Lisa currently serves as a Senior Accountant at Evenhouse & Co., P.C., where she leverages her extensive expertise to deliver high-quality accounting services to her clients. Her adeptness in handling complex financial data, alongside her commitment to excellence, has positioned her as a trusted advisor within her organization.
Prior to her tenure at Evenhouse & Co., P.C., Lisa built a robust career at Portfolio Solutions Group, where she progressed through the ranks from Portfolio Coordinator to Senior Account Manager. In these varying roles, she demonstrated remarkable dedication to client service and financial management. Her responsibilities included overseeing account management, client interactions, and financial reporting, all of which honed her skills in both accounting and customer relationship management.
Additionally, Lisa's experience extends to her role as an Accountant at Sproul Mitchell Builders, Inc., where she managed critical accounting functions and contributed to financial planning and analysis initiatives. Her broad experience across diverse accounting environments underscores her adaptability and comprehensive understanding of the field.
Education and Achievements
Lisa Workman holds a Bachelor of Science (B.S.) in Accounting from Valparaiso University, an education that provided her with a strong theoretical and practical grounding in the tools and techniques needed to excel in the accounting profession. This educational experience has been instrumental in shaping her analytical skills, attention to detail, and proficiency in financial management.
Throughout her career, Lisa has pursued opportunities that challenge her and allow her to grow both personally and professionally. As she has moved through various roles, she has consistently sought out ways to enhance her understanding of industry trends and best practices, which has made her a leading resource in her workplace.
Achievements
Lisa's commitment to her professional development and her clients has not gone unnoticed. Her consistent focus on quality service, accuracy in financial reporting, and innovative solutions to accounting challenges has earned her the respect and admiration of her colleagues and clients alike.
In her role as a Senior Accountant, Lisa is known for her ability to streamline processes, improve efficiency, and foster a collaborative work environment. Her cash flow management strategies have played a pivotal role in optimizing financial performance for her clients, demonstrating her deep understanding of accounting principles and their practical applications. This expertise not only benefits her current employer but also positions Lisa as a thought leader within her industry.
Lisa continues to engage in professional development activities to stay current with the accounting field's evolving landscape. She actively participates in workshops and seminars, ensuring that her skills and knowledge remain at the forefront of the accounting profession.
Summary of Key Skills
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Expertise in accounting principles
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Financial reporting and analysis
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Client management and service
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Process improvement and efficiency
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Team collaboration and leadership
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Strong analytical skills
Location
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