Lisa Bassett

Lisa Bassett

Store Manager

Followers of Lisa Bassett126 followers
location of Lisa BassettPortland, Oregon, United States

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  • Timeline

  • About me

    Operations Manager at University of Portland

  • Education

    • University of Portland Pamplin School of Business

      2017 - 2019
      Master of Science - MS Finance

      Activities 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 - 2009
      Associate of Arts Degree Accounting GPA 3.96

      Graduated with Honors

    • Concordia University-Portland

      2010 - 2012
      Bachelors Business Administration; Accounting Graduated Magna Cum Laude

      Activities and Societies: Sigma Beta Delta Member, Concordia Business Leaders Club Member

  • Experience

    • Plaid Pantries

      Jan 1995 - Feb 1998
      Store Manager

      Staffed, trained & evaluated personalReconciled store accounting records Implemented marketing strategies Developed & monitored internal controlsDeveloped assistant managersEnforced company policies

    • Providence Regional Business Office

      Mar 2001 - Jun 2001
      Billing Clerk

      Duties 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 2002
      Front Desk Clerk

      Duties 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 2016
      Accounting Technician

      Duties 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 - now
      Operations 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 LP
      Oct 2018
  • Honors & Awards

    • Awarded to Lisa Bassett
      AICPA Legacy Scolar AICPA Aug 2011
    • Awarded to Lisa Bassett
      Morgan Stanley Scholar Ameican Indain College Fund Aug 2010
    • Awarded to Lisa Bassett
      Transfer Scholar Award Concordia University Jan 2010
    • Awarded to Lisa Bassett
      Eastern Shawnee Scholar Eastern Shawnee Tribe of Oklahoma Aug 2009
  • Volunteer Experience

    • Budget Master

      Issued by TEDxConcordiaUPortland on Mar 2011
      TEDxConcordiaUPortlandAssociated with Lisa Bassett
    • Tax preparer

      Issued by AARP/ Cash Oregon on Jan 2011
      AARP/ Cash OregonAssociated with Lisa Bassett
    • Bookkeeper

      Issued by Northeast United Soccer Club on Jan 2011
      Northeast United Soccer ClubAssociated with Lisa Bassett