Lisa Harper, CAPM

Experience

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  Total Medical Solutions

  Jul 2005 - Jun 2011

  Achievement Highlights:• Designed MS Excel workbook for complex pricing logic, automating price selection of more than 2.5 million unique prices for products and services. Transformed quoting process from subjective and sluggish to instant and consistent• Developed company’s first and only line item gross profit report, combining data from multiple databases and analyzing in MS Excel. Led to insights that increased profit per referral by 13%• Led inter-department project that automated account managers’ search and selection of best fit vendor/provider, cutting time spent on task in halfResponsibilities:• Created and analyzed ad-hoc and recurring reports for Sales, Marketing, Operations, and Executives• As a member of senior management, presented KPIs at management meetings and interpreted data into actionable insights for fellow department leaders• Created client-facing reports that demonstrated cost savings by utilizing TMS' services• Developed multi-million dollar budgets for TMS and sister company Total Mobility and Modification Services• Managed company-wide projects with goals of: a) Increasing individual, department, or company-wide productivity & effectiveness, b) Decreasing costs, and c) Gaining a competitive advantage*Operational Effectiveness Committee member: Team of four managers tasked by CEO with improving net profit through creative and often non-conventional ideas*Founding member of Social Committee: Team that started out as 3 employees and grew to nearly 20, responsible for planning monthly themed lunches, charity fundraising, and annual holiday parties Show less Built and headed a new 3-person department that expanded national provider network 7X, which resulted in faster intake processing, better & more predictable margins, and the ability to quote more competitive prices.*Operational Effectiveness Committee member: Team of four managers tasked by CEO with improving net profit through creative and often non-conventional ideas*Founding member of Social Committee: Team that started out as 3 employees and grew to nearly 20, responsible for planning monthly themed lunches, charity fundraising, and annual holiday parties Show less

  • Strategic Project Manager

    Jan 2011 - Jun 2011

  • Senior Financial Analyst

    Jul 2007 - Jan 2011

  • Provider Relations Manager

    Sept 2006 - Jul 2007

  • Senior Marketing Supervisor

    Jul 2005 - Aug 2006
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  One Call Care Management

  Jun 2011 - Feb 2013

  Finance Department Manager

  Responsibilities:• Key leadership role throughout 8-figure acquisition and 9-figure merger, which necessitated balancing utmost discretion with transparency:- - - Prepared ad-hoc reports for prospective acquirers and their due diligence requests- - - Met with auditors and transaction team of Big 4 accounting firm to discuss financial statements and provide supporting documents• Project management for post-acquisition billing software integration:- - - Partnered with MSC operations and IT teams to integrate TMS' complex billing requirements for dozens of large insurance carrier clients with MSC's ERP software, Oracle- - - Completed gap analysis of organizations' financial systems and standard operating procedures- - - Developed billing department Business Requirements Document (BRD)- - - Executed rigorous User Acceptance Testing (UAT) to ensure seamless software transition, critical to cash flow and accuracy of financial statements• Managed Lake Mary branch finance and accounting team:- - - Led 11 employees through acquisition and merger, with 0 department turnover- - - Delivered monthly presentations to executives regarding branch financial health- - - Performed variance analysis, detailed gross profit analysis, and trended P&L analysis- - - Prepared P&L Budget and GAAP financial statements- - - Forecasted and managed cash balances for Lake Mary branch- - - Oversaw period close process, including account analysis, reconciliations and accruals- - - Developed, improved, and maintained standard operating procedures- - - Managed banking relationshipsTotal Medical Solutions (TMS) Finance Dept Mgr: Jun 2011-Jan 2012. MSC Finance Dept Mgr after acquiring TMS: Jan 2012 One Call Care Management (OCCM) Finance Dept Mgr after MSC merged with One Call: Jul 2012 Show less

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  Crow Canyon Home

  Feb 2013 - Mar 2019

  Directed all functions except marketing, including finance/accounting, account management, customer service, global distribution, procurement, and field sales representatives. Performed Oracle NetSuite ERP administration.• Partnered with CEO on strategies for global distribution, product line extension and pricing• Increased revenue growth rate 7x YOY by landing collaborations with leading brands, such as Urban Outfitters, Pendleton and Fish's Eddy and by nurturing international distributor accounts• Completed purchasing of $2MM+ in inventory annually for over 1000 SKUs• Traveled to international factories for quality assurance (QA) audits and relationship building• Ideated and negotiated worldwide factory exclusivity of brand's signature pattern, Splatterware, to create a moat of intangible assets and cost advantages• Spearheaded company transition to 100% remote work environment to broaden our talent pool and reduce overhead costs• Ideated and implemented product logo backstamp resulting in wildly successful brand recognition and increased demand• Served as organization's NetSuite subject matter expert (SME)• Improved software utility and user adoption via training, reporting, saved searches creation, custom fields creation, dashboard customization, data integrity, and role creation• Project managed integrations, SuiteScripts and SuiteFlow workflows that provided functionality and efficiencies beyond out-of-the-box NetSuite for backorder management, global freight and parcel shipping, allocating landed costs, Outlook integration, expense management, international billing, and customer payment terms• Managed SOPs for procure to pay, order to cash, and record to report, including eliminating 99% of time spent on collections for accounts less than 2 weeks past due, reducing 100+ monthly GL journal entries to a few clicks, decreasing custom orders sales quote creation time from >1 week to 1 hour, and standardizing best practices Show less Managed finance/accounting, account management, and global distribution. Implemented Oracle NetSuite ERP and performed Oracle NetSuite administrator role.• Strategic planning for product line extension and pricing models• Controlled finance, accounting and treasury activities• New business development via exhibiting at tradeshows and conferences• Traveled to international factories for quality assurance (QA) audits and negotiations with executives• Led NetSuite ERP software implementation, completed ahead of schedule• Streamlined order fulfillment to give our warehouse staff, for the first time in company history (since 1977), autonomy to manage their pick, pack, and ship queue• Served as organization's subject matter expert (SME) and sole administrator• Improved utility and user adoption via training, reporting, saved searches creation, dashboards customization, data integrity, role creation, etc.• Project managed integrations, SuiteScripts and SuiteFlow workflows that provided functionality and efficiencies beyond out-of-the-box NetSuite for backorder management, global freight and parcel shipping, allocating landed costs, Outlook integration, expense management, international billing, and customer creditworthiness• Developed, managed and partially automated processes for procure to pay, order to cash, and record to report• Conducted process improvement across the organization Show less

  • Director Of Operations

    Dec 2016 - Mar 2019

  • Operations Manager

    Feb 2013 - Dec 2016
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  Rove and Swig

  Oct 2016 - Feb 2023

  Co-Founder

  Co-founder and president of the best shop for beautiful, hand-made outdoor living products:• Bootstrapped a sustainable and profitable business that has grown from $0 to $130,000 annually and requires less than 5 hours of my time per week• Set and execute vision, strategy, goals and systems• Create and maintain e-commerce website, www.roveandswig.com, and all associated digital properties• Oversee inventory, order management, fulfillment, customer service, sales, digital marketing, accounting, and all other aspects of organization Show less

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  CGS Tableshop

  Dec 2016 - Mar 2019

  Director Of Operations

  Sister division of Crow Canyon Home offering premium quality flatware, porcelain dinnerware and serveware, and crystal glassware. Same duties and responsibilities as Director of Operations across both brands, with the exception of purchasing.

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  Earn Success Consulting

  Feb 2023 - May 2024

  Founder

  Consulting, project management, and coaching tailored to your exact needs. Do you have projects or opportunities that could propel your company forward but keep getting delayed? Perhaps your staff is maxed out and can't find the time, or fires keep popping up that divert your attention and resources from important initiatives. Let's chat about how I can help you reach your goals and objectives! I meet you where you are at in the project lifecycle, whether you're still brainstorming, ready to begin, or it's in development.I am seasoned in end-to-end project management, accounting, reporting, financial analysis, and process improvement. Whether you are selling services, physical products, or have a subscription-based model, I can help you move the needle in a meaningful way that will have a positive and lasting ripple effect on your success.Send me a direct message here on LinkedIn to schedule a time to talk. Show less

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  Oracle

  Jun 2024 - now

  Principal Consultant

  Delivery Manager and Functional Consultant Advanced Customer Support (ACS) Optimize at NetSuite