1. Lisa Ann Morelli-Salfelder
Laguna Hills, CA
lisaannsalfelder@gmail.com
949-422-6600
Summary
Respected financial professional that consistently exceeds expectations with a “servant
leader” mentality of hard work and dedication to the team. Excellent analytical and
organizational skills, oral/written communication and project management with the
ability to work independently or lead in a group environment.
Experience
GemFind – Newport Beach, CA
Full Charge Bookkeeper/Office Manager
10-19-12 –Present
• Complete monthly reconciliations and analysis of the GL, balance sheet accounts,
and profit and loss accounts
• Prepare and post monthly journal entries, A/P and A/R, Payroll and Human
Resource activities
• Perform Executive Assistant duties and projects for the CEO
• Proficient in QuickBooks Pro Online, proficient in Microsoft Word, Excel, Sales
Force, Harvest and Intervals
• Successfully managed operating cash flow through critical periods including
growth spurts, as well as times of downsizing
• Reduced merchant fees by 40%, and created processes that improved and kept
projects within or under budget
• Identify and address staffing issues, help balance workloads
SC-Law Group – Irvine, CA
Full Charge Bookkeeper, Loan Modifications and debt relief services
1-1-2012 –9-30-2012
• A/P, A/R, Payroll, Weekly commissions, Daily ACH’s and banking,
• Generated sales reports, Financials, and Human Resource activities
• Proficient with QuickBooks 2012 (on-line & desk-top), Excel, Word, Outlook,
and legal databases

2. Page 2
Triton Law – Lake Forest, CA
Full Charge Bookkeeper/Accounts Receivable Specialist
7-1-11 – 12-31-2011
• A/P, A/R, Payroll, Monthly commissions, generate sales reports and track sales
production
• Provide customer service, Human Resource activities
• Proficient with QuickBooks 2011, Excel, Word, Outlook, legal databases, and 360
leads database
• Prepare and post monthly journal entries and prepare financials through P & L
Diamond Travel – San Clemente, CA
Full Charge Bookkeeper and Executive Assistant to the Owner
6-1-07 – 6-30-11
• A/R, A/P, Payroll, Quarterly taxes, Human Resource activities, I-9, and
complying and staying current with licensing with state agencies.
• Provide customer service and ensure complete satisfaction
O’ Brien & Co. CPA – Torrance, CA
Full Charge Bookkeeper/Office Manager
11-01-05 to 05-01-07
• Managed 5-7 clients, Monthly A/R, A/P, P/R and reconciling accounts and
prepare financials
• Assist in Tax preparation for all clients
Bryant Group – Marina del Rey, CA
Executive Search Firm - (Solely Serving Non for Profit Institutions & Higher Education)
2-1-97 to 12-31-04
• Full Charge Bookkeeper, Office Manager, Recruiter Support and Executive
Assistant to the President
Education
California State University, Northridge – Business Coursework 3 years

3. Volunteer
Project Humanity –Serve as Accounts Receivable, and perform month end closing duties