Lisa Cox

Executive Assistant - Accounting

2023 – Present

Mobile AL (onsite) Anchored by one of America's oldest and largest stevedoring and maritime firms, with operations on all three US coasts and internationally--established in 1905, private company, less than 100 employees at their headquarters.

• Assisted Accounting SVP & AVP, as well as leadership within the Accounting Department, and the team as a whole • Acted as departmental office manager: managed supplies through Staples, utilized FedEx extensively, maintained copy room / coffee room and managed monthly coffee replenishment • User Administrator for SAP Concur Amex GBT: set up new employees / deactivated old employees; liaison for all GBT • Managed Petty Cash on a daily basis, and reconciled monthly for entire headquarters • Submitted expense reports as a delegate within Oracle • Coordinated team lunches, and in-office birthday celebrations and milestones • Assisted Corporate Controller with Worker's Comp weekly check processing in Origami, Journal Entries in Oracle and reconciling the account monthly; also assisted them with CIP / FA details and spreadsheets within Excel extensively -- banking and reconciliation assistance for various affiliates • Emailed / sent hardcopy AR statements on a monthly basis to customers, depending on billing preference • Ad hoc projects to assist the Accounting Department, practiced high level of confidentiality ***Obtained notary license -- valid through March 2028

Executive Administrative Assistant

2022 – 2023

World Poultry Foundation, [WPF], Tucker, GA (remote) Nonprofit whose mission is to be a catalyst for improving lives globally through the sustainable production of poultry by empowering farmers in developing regions--established in 1997, nonprofit, less than 10 employees, volunteer BOD. ***WPF is working with BMGF (The Bill & Melinda Gates Foundation) & received a five-year grant in 2023 from QFFD (Qatar Fund for Development) to continue with their proven metrics

• Assisted CEO, Staff and BOD, and handled administrative tasks / projects as needed; arranged Zoom meetings • Managed communication emails and updated website through WordPress; scheduled posts and engaged with followers on LinkedIn and Facebook • Coordinated WPF Annual meeting and semi-annual BOD meetings in Atlanta, handling logistics such as accommodations, in-meeting refreshments, and group dinners • Took detailed minutes during Executive Committee, BOD, and Annual meetings throughout the year, and documented action points for monthly staff meetings • Researched travel / COVID guidelines for countries supported by WPF's grant programs

Executive Director

2021 – 2021

Huntsville, AL (hybrid) Nonprofit to fight the stigma of Autism / ASD and provide gifts of money to need-based families and special needs teachers for out-of-pocket costs, including therapy and educational tools--established in 2007, public nonprofit, average funds donated pre- COVID $65K, 1 employee, volunteer President / BOD.

• Primary POC for ARF, fielding calls and providing information for Northern Alabama and Tennessee Valley • Managed monthly BOD meeting agendas and served as stand-in Secretary / produced minutes • Utilized Mailchimp CRM for Season of Giving email blasts and applied for YE grants; secured one after tenure • Prioritized tasks in an efficient and timely manner; followed thru with BOD meeting motions; created goals and executed to completion while staying at or under 20 hours weekly approval • Accepted into and attended Leadership Greater Huntsville FOCUS Class 41, an elite leadership event for networking and personal development

Administrative Assistant

2020 – 2021

• Primary POC, supported two Senior VPs of Investments and two Registered Representatives; prioritized tasks in an efficient and timely manner maintaining organization and accuracy; attention to detail and ability to anticipate needs of others • Processed reports and created documents for client reviews utilizing MS Office - Access and Excel extensively; also used Vestmark, Dashboard, fi360 and CRM software including Monthly and Quarterly tasks and reports" • Maintained and submitted request approvals for departmental documents needed for Marketing purposes" • Documented administrative processes for future employee standards"

Executive Assistant Office Manager Insurance Office Professional

2020 – 2020

Fortune 350 company, diversified financial services that helps people be wise with money so they can live more content, confident and generous lives. Not-for-profit membership organization, 2.3 million members.

• Obtained Missouri Life and Health Insurance License in two months of onboarding (goal was within six months); assisted advisors with applications and illustrations for Financial Based Planning, enabling them to grow their book of business • Provided professional and confidential support to advisors, managing calendars and emails, preparing for client meetings, and corresponding with clients / members via email and letters • Utilized Outlook 365 and Salesforce for maintaining accurate records and handling sensitive communications, as well as DocuSign and Guided Service Transactions for pre-filling service forms and verifying transaction processing • Organized files and maintained compliance documentation • Carried out routine administrative tasks, such as sending Birthday and Anniversary cards, managing office supplies / office equipment and running reports using Salesforce and Excel

Receptionist Administrative Assistant

2018 – 2019

• Provided superior customer service in-person and via phone, fielded calls for management, service and sales teams; kept professional appearance and was first POC at the dealership / face of the company • Assisted Business Office by sorting PO's, repair orders, work tickets; other administrative tasks as required • Supported Management Team by organizing Saturday lunches and tracking coffee supplies for bi-monthly orders • Maintained coffee bar / snack station and kept customer lounge and merchandise area pristine

Receptionist Administrative Assistant

2017 – 2018

• Effectively supported Business Manager in office processes, including: use of MS Office Suite extensively: intensive data entry / transcribing commercials and inputting commercial times in traffic logs / creating cart numbers • Provided pleasant customer service, distributed prizes, sorted mail, prize distribution; alphabetized and filed invoices / statements, stuffed envelopes and managed postage utilizing Stamps.com

Receptionist Administrative Assistant

2017 – 2017

• Implemented efficient and effective means of organizing client files to assist Case Managers workloads with filing • Relief receptionist for Division Secretary; maintained pleasant phone skills and transferred calls / took messages • Adhered to HIPAA laws in regards to confidential client information on a day-to-day basis • Organized and handed out daily mail and confidential residential paperwork to appropriate employees

Receptionist Administrative Assistant

2015 – 2016

• Pleasant customer service while answering phone, scheduled appointments, managed filing system, used Excel to maintain customer data; distributed mail and light clerical duties including making brochures using MS Office Suite • Processed payments, including credit cards; balanced register at end of shift

Various

2009 – 2013

Fortune 100 company, market leader in US financial services—privately held, 10,000+ employees. Achievements (Perfect attendance award 2011 and 2012) • Consistently maintained 95% or higher quality and productivity scores • Policy Administration, Title and Payments comprehension tests; earned 100% on cumulative exams • Earned “Star of the Year” 2011 for NYLife Cleveland Volunteers for Good Committee out of 300+ employees; Committee Board Member 2010-2013 and Activity Leader / Organizer New Business Representative / Administrative Assistant, 7/13 - 12/13: Fort Collins, CO • Practiced confidentiality and directly assisted three managing partners • Input life insurance applications and conducted day-to-day administrative duties to run office: • Provided pleasant customer service as POC, conducted copy / fax operations, sent UPS overnights for agents • Opened mail and documented financial correspondence to comply with federal SEC regulations • Maintained office supplies, copiers and printers Policy Administration Department, 4/10 - 5/13; Payments Department, 09/09 - 4/10: Cleveland, OH • Processed beneficiary changes, ownership / deceased owner cases, name changes, collateral assignments • Reviewed Power of Attorneys, Trusts and other court documents • Processed payments in workflow system with scanned documents, as well as phone calls; intensive data entry • Corresponded with clients and policy owners through emails, letters and phone calls

Assistant Site Manager

2008 – 2009

Outsourced facilities management and support services; provided efficient, cost effective solutions for corporations—privately held, less than 10 employees at this site; overall, 1001-5000 employees nationally.

• Assisted supervisor and managed six service specialists while leading by example • Maintained / monitored office supplies for legal staff of 50+ to assist CFO with corporate-wide financial savings tactic • Delegated and managed assignments, assisted with payroll, aided in conference set up, sorted and distributed mail, conducted copy / fax operations, assisted with court runs as needed

*Reference letters available

BSc