Lisa Suzanne Vallad


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Lisa Suzanne Vallad

  1. 1. Lisa Suzanne Vallad10320 Newcombe Ct. Westminster, CO 80021 248-877-5060 Profile:Motivated training specialist transitioning from finance and accounting to training and development. Highly motivated to leverage eight years of experience during finance and accountancy career to provide dedicated instructional design service for an organization within the public sector. Qualifications include a pending M Ed. in training and development (currently completing final semester); comprehensive course design and execution; and extensive experience in management.Key Skills:— Instructional Design— Team Building— Organizational Leadership— Customer Service— Procedural Development— Learning Resource Development— Captivate— User Productivity Kit— PDF Fillable Forms— Microsoft Office (Excel, Powerpoint, Word, Access, Publisher)Key Experience:University of Colorado — Office of University Controller: Denver, COFinance Training Specialist and CPE Program Manager, 10/08 to PresentDeveloped, designed and implemented in-person training on Peoplesoft Finance System, Cognos Reporting System, and Concur Expense SystemDeveloped, designed, and implemented in-person Continuing Professional Education courses for Certified Public Accountants on Ethical Challenges in Accounting, General and Professional Standards, and Cash Flow StatementsManaged and provided oversight on course design and development for the Office of University Continuing Professional Education for Certified Public Accountants Program, including the development of a Program Content Development GuideDeveloped, designed, and implemented online training for Peoplesoft Finance System and Gift Fund Management Designed and published instructional learning resources on general ledger, sponsored project administration, and financial reportingDeveloping comprehensive accounting handbook for use by faculty and staff at the University of Colorado’s four academic campuses and system administrationConference Presentations:2011 Colorado Financial Manager Association Spring Conference (CFMA); “Ethical Challenges in Accounting”2011 Colorado Learning and Teaching with Technology Conference (COLTT); “Tweeting and Turning: The Use of Twitter in Education”2010 Colorado Learning and Teaching with Technology Conference (COLTT); “Finding a Function for Facebook”2009 Colorado Learning and Teaching with Technology Conferenc (COLTT); “Blended Learning”Education: North Carolina State University — Raleigh, NCM Ed. in Training and Development —12/11Phi Kappa Phi (Honors Fraternity)Western Michigan University — Kalamazoo, MIBBA in Accountancy/Spanish —12/00Beta Alpha Psi (Accounting Fraternity)Alpha Omicron Pi (Social Sorority)Licenses:Certified Public Accountant (State of Michigan) Other Skills:— Management and Supervision— Fiscal policy interpretation and application— Operational Financial Reviews— Budget Development— Internal and External Audits— Tax Return Preparation— Fiscal Year-End and Month-End Account Close— Account Reconciliation— Financial Forecasting— Cost Accounting— Margin AnalysisOther Experience:North Carolina State University – College of Humanities and Social Sciences: Raleigh, NCLead College Accountant, 06/07 – 10/08Progress Energy: Raleigh, NCSenior Business Financial Analyst, 09/06 – 06/07Internal Auditor, 09/05 – 09/06Lear Corporation: Romulus, MI and Southfield, MIAssistant Plant Controller, 08/04 – 09/05Financial Analyst, 01/03 – 08/04Plante & Moran, PLLCAuditor, 01/01 – 01/03<br />