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Lisa Jones

Lisa Jones

Lisa Jones (TL-C6D96F)

Controller

Accounting
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Professional Bio

Remote account management for multiple clients. Restaurants, Commercial Real Estate. Accountreconciliation, sales, LBD tax, Payroll, Human resources Quarterly filings, Workers Compensation &General Liability reporting and audit management. W-2 & 1099 preparation. Forecasting, budget andbond management. Cash management

Skills & Expertise

• Managed all aspects of financial reporting including preparation of monthly quarterly and annualfinancial statements• Implemented and maintained internal controls to ensure accuracy and integrity of financial data• Oversaw accounts payable and receivable functions ensuring timely processing of invoices andcollections• Developed and implemented cost-saving initiatives that resulted in a XX% reduction in operatingexpenses• Conducted regular audits to identify potential risks or discrepancies in financial records• Collaborated with external auditors during year-end audits to provide necessary documentation andresolve any issues identified• Prepared cash flow projections to effectively manage liquidity needs of the organization• Analyzed variances between actual results and budgeted amounts providing insights on areas forimprovement or corrective actions needed• Managed relationships with banking institutions negotiating favorable terms for loans or lines of creditas needed• Provided strategic financial guidance to senior management team based on analysis of key performanceindicators (KPIs)• Created detailed reports analyzing revenue trends by product line resulting in improved pricingstrategies• Identified opportunities for process improvements within the finance department leading to increasedaccuracy• Collaborated cross-functionally with departments such as sales marketing and operations to analyzeprofitability metrics• Developed key performance indicators (KPIs) to monitor financial performance and drive strategicdecision-making• Led the implementation of a new ERP system overseeing data migration and training for finance teammembers• Developed and maintained strong relationships with key stakeholders including investors boardmembers and regulatory agencies• Prepared financial forecasts and projections to support business planning initiatives

Experience

General Manager, CFO. Handles all financial recordkeeping, budgets, contracts, estimates, A/P, A/R andpermitting. All tax prep for CPA to include 940,941, SUTA Business License etc. Held the contractorslicense for the company. Dealt with all HR and payroll matters as well as workers compensation andGeneral Liability insurance issues including audits and reporting. Created processes and procedures toenhance the client experience and the profitability of projects. AIA Document preparation, lien waivers,loan management etc. Worked with a variety of project management software to include Buildertrend,Houzz, Quickbooks and Procore

Education

Bachelors in Accounting , Masters in Business

Certifications

None