
Lisa Bassett
Store Manager

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About me
Operations Manager at University of Portland
Education

University of Portland Pamplin School of Business
2017 - 2019Master of Science - MS FinanceActivities and Societies: Participant in the CFA Global Challenge competition in 2019 Master of Science in Finance degree program has a rigorous and quantitative curriculum that integrates theories and applications from economics, accounting, mathematics, strategy, and other fields. Students graduate with well-developed competencies in evaluating complex financial problems, employing statistical and econometric techniques, and recommending financial solutions to stakeholders. The Master of Science in Finance degree program has a STEM designation.

Portland Community College
2007 - 2009Associate of Arts Degree Accounting GPA 3.96Graduated with Honors

Concordia University-Portland
2010 - 2012Bachelors Business Administration; Accounting Graduated Magna Cum LaudeActivities and Societies: Sigma Beta Delta Member, Concordia Business Leaders Club Member
Experience

Plaid Pantries
Jan 1995 - Feb 1998Store ManagerStaffed, trained & evaluated personalReconciled store accounting records Implemented marketing strategies Developed & monitored internal controlsDeveloped assistant managersEnforced company policies

Providence Regional Business Office
Mar 2001 - Jun 2001Billing ClerkDuties included: posting patient payments; updating databases; mail handling to and from various health plan sites, departments and teams; orchestrated report distribution; handling literature packets for members, group and agents;

Quality Inn
Jun 2001 - Sept 2002Front Desk ClerkDuties included: providing detailed customer/client concierge services; outstanding verbal and written communications; multitasking a variety of clerical and accounting duties; in-house guest accounting; reserving future bookings; operating switchboard and troubleshooting

Oregon University System
Nov 2013 - Oct 2016Accounting TechnicianDuties Include: Creating Quarterly Reports for the JimSells Scholarship Program and Little Vikings Childcare Center. Reviewing Jim Sells Applicaints and awarding and dispersing payment for the Jim Sells Program. Responsible for all purchasing, processing fees and maintaining all accounting records for the Little Vikings drop-in child care center and Jim Sells.

University of Portland
Oct 2016 - nowOperations Manager• Allocate and monitor budgets for 19+ funds with an annual budget of $6M.• Coordinate operating budget, discretionary accounts, grant account and gift accounts.• Complete monthly and quarterly financial reports• Process and reconcile check request, reimbursements, P-cards and petty cash• Coordinate the process to approve, purchases, and reconciliation of all expenditures for non-capital equipment, professional development for faculty/staff, and student travel.• Assist faculty with applying, monitoring and reporting of grants.• Serve as purchasing agent for the school• Educate and manage 40+ senior design capstone team project budgeting and spending process. Show less
Licenses & Certifications

Volunteer Income Tax Assistance / Tax Counseling for the Elderly
IRS
Bloomberg Market Concepts
Bloomberg LPOct 2018
Honors & Awards
- Awarded to Lisa BassettAICPA Legacy Scolar AICPA Aug 2011
- Awarded to Lisa BassettMorgan Stanley Scholar Ameican Indain College Fund Aug 2010
- Awarded to Lisa BassettTransfer Scholar Award Concordia University Jan 2010
- Awarded to Lisa BassettEastern Shawnee Scholar Eastern Shawnee Tribe of Oklahoma Aug 2009
Volunteer Experience
Budget Master
Issued by TEDxConcordiaUPortland on Mar 2011
Associated with Lisa BassettTax preparer
Issued by AARP/ Cash Oregon on Jan 2011
Associated with Lisa BassettBookkeeper
Issued by Northeast United Soccer Club on Jan 2011
Associated with Lisa Bassett
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