Lisa is a versatile, committed senior-level business professional with a wide range of diversified experience in accounting, finance, and IT gained while working in public accounting and private industry. She is a proven leader who adapts quickly to her client's unique circumstances as she applies her expertise to find solutions to overcome their challenges.
A highly respected former CPA, Lisa began her career at a local Ohio accounting firm before joining the Entrepreneurial Services Group of the Big-8 professional services firm Arthur Young & Co. (now Big-4 EY). Her experience includes performing compilations, reviews, and audits and providing payroll and tax services for many closely held businesses in the manufacturing, professional services, and restaurant industries and several nonprofit organizations.
Subsequently, Lisa held positions of progressive responsibility at a privately held international pet store operator and franchisor. As the assistant controller, controller, and director of financial services, her responsibilities included period-end financial reporting, budgeting, cash management, reviewing action plans for receivables and vendor terms for payables, projections, and establishing new workflows to create efficiencies. As the chief financial officer, Lisa had complete oversight of financial services and corporate financial reporting and direct responsibility for IT strategic management. She also managed banking and third-party consumer credit relationships, oversaw human resources and payroll while managing employee benefits, and provided executive leadership with financial trend data and projections for strategic decision-making purposes.
Utilizing her relationship-building skills, Lisa capably directs and mentors accounting staff, coordinates with internal and external stakeholders to accomplish goals and objectives, and collaborates on outsourced projects with other professionals, including external auditors, CPAs, and software vendors.
Lisa successfully led a multistore point-of-sale/distribution software implementation, from selecting the initial software solution to serving as the software vendor's primary point of contact throughout the project. She also navigated a Chapter 11 reorganization plan whereby the company emerged, paying all creditors fully. For a restaurant franchisee with 20+ locations, Lisa hired staff and established the systems and procedures the entity required to generate timely and accurate financial statements.
Clients value Lisa's ability to assess their situation quickly, understand their needs and create solutions to improve their business operations as their trusted business advisor.
Bankruptcy, Franchising, Nonprofit, Professional Services, Restaurant, Retail, Sales, Service, Wholesale
Have you visited an excellent museum?
I have had the honor of visiting the Holocaust Museum Houston twice and was truly moved both times. The museum delivers education about the dangers of prejudice and hatred in society through the lens of history. Very knowledgeable docents are part of the experience and provide a rich interactive learning element. I highly recommend it!
What is a cause you care about and like to support?
I am a founding member and currently serve as the treasurer of the board of The Bucket Ministry, a nonprofit organization that brings the gift of clean, safe drinking water to all the underserved areas of the world. It’s incredible what this group is doing to deliver an affordable solution and leverage the technology available today to maximize a lasting impact.
Have you ever participated in a physically or mentally challenging activity?
Yes, I once rappelled down the PNC Bank Building in Downtown Columbus to help raise awareness and money for Big Brothers Big Sisters of Central Ohio. I was surprised that it was more exciting than it was scary!