Lisa Bostick
Estill
Summary
Dynamic financial professional with extensive experience at Canfor Southern Pines, excelling in financial reporting and budgeting. Proven ability to analyze data for strategic decision-making and maintain general ledger integrity. Strong communicator and collaborator, adept at driving operational efficiency and delivering accurate financial forecasts. Committed to achieving organizational goals through meticulous account reconciliation.
Overview
25
25
years of professional experience
3
3
years of post-secondary education
Work History
Controller
Canfor Southern Pines
Estill
06.2020 - Current
- Managed financial reporting and budgeting processes for operational efficiency.
- Collaborated with department heads to develop financial forecasts and strategies.
- Analyzed financial data to identify trends and inform decision-making processes.
- Completed month-end closing process, prepared financial statements and managed advanced reconciliations.
- Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation and entry, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
- Maintained general ledger integrity through review of account balances and transactions ensuring accuracy of information reported in the financial statements.
- Developed annual budget and compared actual expenses against projected budget.
- Analyzed financial data and generated accurate financial statements on a monthly basis.
- Conducted regular reviews of fixed assets register to maintain accuracy of records.
Bookkeeper
Lisa Bostick
ESTILL, SC
06.2000 - Current
- Established QuickBooks accounting system to reflect accurate financial records.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Maintained and processed invoices, deposits, and money logs.
- Completed tax forms in compliance with legal regulations.
- Reconciled and corrected issues with financial records.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Inspected account books and recorded transactions.
- Handled day-to-day accounting processes to drive financial accuracy.
- Corrected discrepancies in financial records for balanced books.
- Reconciled credit card statements for accuracy in accounting process.
- Maintained payroll information by calculating, collecting, and entering data.
- Processed W-2s, 1099s and other year-end reports to remain in compliance with state and federal laws.
- Reconciled bank and payroll records routinely to verify accuracy.
- Issued paychecks on designated pay dates to avoid employee dissatisfaction.
- Prepared and submitted payroll taxes and reports to regulatory agencies.
- Performed data entry tasks and maintained accurate records of employee payroll information.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Entered figures using 10-key calculator to compute data quickly.
Bookkeeper
Elliott Sawmilling Co
ESTILL
05.2013 - 05.2020
- Managed daily bookkeeping tasks using accounting software and spreadsheets.
- Reconciled bank statements with internal financial records consistently.
- Monitored accounts payable and receivable to ensure timely payments.
- Assisted in preparing monthly financial reports for management review.
- Maintained organized records of financial transactions for audits.
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
- Ensured accuracy in all accounting entries and records.
- Performed month-end closing activities.
- Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
- Maintained and reconciled general ledger accounts.
- Posted journal entries to the general ledger system accurately and timely.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Analyzed financial transactions, assigning to specific accounts.
- Performed account analysis as required by management.
- Responded to inquiries from IRS, state and other tax authorities to minimize additional interest and penalty charges.
- Analyzed financial information to recommend or develop efficient use of resources and techniques to improve profitability.
- Managed financial transactions and recordkeeping with precision, ensuring accuracy in ledgers and accounts.
- Handled sensitive financial information with confidentiality and integrity.
- Managed inventory records, adjusting entries for discrepancies and reporting changes.
- Utilized accounting software to streamline bookkeeping processes, increasing efficiency.
- Collaborated with external auditors during annual audits of company finances.
- Conducted month-end and year-end close processes, ensuring accuracy of financial reporting.
- Monitored cash flow, preparing reports to inform management of financial status.
- Prepared financial statements, including balance sheets and income statements, for review by management.
- Ensured compliance with local, state, and federal government reporting requirements and tax filings.
- Updated and maintained depreciation, amortization, and prepayment schedules.
- Checked postings and documents for correctness, accuracy and proper coding.
- Monitored loans and accounts payable to confirm payments are current.
Paraprofessional
PMPED, Law Firm
Hampton
09.2012 - 05.2013
- Supported attorneys by organizing case files and managing legal documents.
- Communicated with clients to schedule appointments and gather necessary information.
- Filed documents with courts and maintained accurate case management systems.
- Provided administrative support, including drafting correspondence and memos.
- Maintained filing systems and ensured proper document retrieval processes.
- Organized and maintained filing systems, both paper and electronic.
- Maintained confidentiality of sensitive data in accordance with company policies.
- Greeted visitors and answered incoming calls, providing information to callers or redirecting them to the appropriate personnel.
- Scanned physical documents and uploaded to encrypted databases for digital maintenance.
- Directed clients and guests to correct departments, rooms, and staff members.
Education
Bachelor of Science - Business Management
Limestone College
Gaffney, SC 01.1994 - 12.1995
Associate of Science - Business Management
University of South Carolina
Allendale, SC 06.1987 - 05.1988
Skills
- Financial reporting
- Budgeting
- Account reconciliation
- Data analysis
- General ledger maintenance
- Financial forecasting
References
References available upon request.
Timeline
Controller
Canfor Southern Pines
06.2020 - Current
Bookkeeper
Elliott Sawmilling Co
05.2013 - 05.2020
Paraprofessional
PMPED, Law Firm
09.2012 - 05.2013
Bookkeeper
Lisa Bostick
06.2000 - Current
Bachelor of Science - Business Management
Limestone College
01.1994 - 12.1995
Associate of Science - Business Management
University of South Carolina
06.1987 - 05.1988
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