Lisa Gilardi-Smith

• Maintain and process invoices, deposits, and money logs.
• Manage accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
• Handle payroll processing for employees, ensuring timely payment and adherence to tax regulations. Complete weekly 401k employee contributions and quarterly 401k employer match along with yearly audit.
• Track expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
• Support year-end closing procedures by preparing adjusting journal entries as needed while working closely with our Accountant.
• Establish QuickBooks and Shop Tech accounting system to reflect accurate financial records.
• Complete monthly sales tax for PA, Philadelphia, NJ and

quarterly NJ Corporation Business Tax online submissions.

• Handle medical, life, commercial, and workman's comp ins. and yearly audit.
• Manage commercial fleet registration and DOT compliance.
• Manage and submit OSHA compliance.

• Collaborated with bank manager and teller supervisor on scheduling, hiring decisions and monthly audits.
• Conducted regular audits to ensure adherence to internal policies and regulatory requirements, maintaining operational excellence.
• Contributed to the achievement of financial targets by effectively managing budgets and controlling expenses within the branch.
• Coordinated staff training programs, equipping employees with essential skills for success in their roles.
• Oversaw risk management initiatives to minimize losses and maintain a safe work environment.
• Observed, coached and developed bankers in support of reaching performance objectives.
• Completed payroll with accuracy.
• Examined customer loan applications for loan approvals and denials.
• Assisted customers with banking transactions, identified and serviced customer needs and resolved issues.
• Developed strong relationships with clients, providing exceptional service that retained their loyalty and trust.
• Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
• Maintained scheduling for main branch to keep shifts appropriately staffed.