Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lacey Wilson

Midland

Summary

Professional finance and accounting leader with extensive expertise in financial management, reporting, and strategic planning. Exceptional at fostering team collaboration and driving organizational success through effective budgeting, forecasting, and compliance. Highly adaptable, with strong analytical skills and a deep understanding of corporate finance principles. Known for reliability, integrity, and a results-driven approach in dynamic environments.

Experienced with tax preparation and compliance, ensuring accurate and timely filings. Utilizes in-depth knowledge of tax regulations to optimize client tax positions. Strong understanding of tax planning and financial reporting, contributing to effective financial decision-making.

Knowledgeable in risk assessment and mitigation strategies and recognized for developing effective risk management frameworks and contributing to the successful navigation of complex financial landscapes.

Overview

11
11
years of professional experience

Work History

Chief Financial Officer

Leo & Sons, LP
09.2022 - Current


  • Supported budgeting activities by gathering data and analyzing financial trends and forecasts.
  • Collaborated with cross-functional teams to streamline financial operations and enhance efficiency.
  • Developed financial models to assist in strategic planning and decision-making initiatives.
  • Maintained accurate records of transactions using financial software systems for reporting purposes.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Ensured accurate financial reporting, maintaining compliance with GAAP, SEC regulations, and internal policies.
  • Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
  • Implemented tax planning strategies that minimized liabilities while ensuring full compliance with local, state, and federal laws.
  • Streamlined financial processes by implementing new accounting software and automation techniques.
  • Communicated business performance, forecasts and strategies to investors and shareholders.
  • Monitored key business risks and established risk management procedures.

Tax Accountant

Dutton Harris & Co, CPA's
02.2020 - 09.2022
  • Prepared and filed federal and state tax returns, ensuring compliance with regulations.
  • Conducted thorough reviews of client financial documents to identify tax-saving opportunities.
  • Assisted clients in understanding tax obligations and offered guidance on effective strategies.
  • Analyzed complex financial data to ensure accuracy in tax calculations and reporting.
  • Maintained up-to-date knowledge of tax laws and changes, providing relevant recommendations to clients.
  • Successfully resolved IRS disputes by gathering supporting documentation and effectively communicating with government officials.
  • Created financial plan for clients to serve as framework for organizing components of financial situations.
  • Delivered in-depth training sessions on tax software to new hires, enhancing team productivity and quality of work.
  • Simplified tax filing process for clients by developing easy-to-use checklists and document templates.

Controller

Premier Energy Services
08.2018 - 02.2020
  • Led financial planning and analysis to inform strategic decision-making processes.
  • Streamlined month-end closing processes, enhancing reporting accuracy and efficiency.
  • Implemented cost-saving initiatives that improved departmental financial performance.
  • Managed accounting staff, fostering skill development and ensuring adherence to compliance standards.
  • Analyzed variances in financial reports, providing insights for corrective actions and strategic adjustments.
  • Oversaw internal controls implementation, strengthening risk management frameworks across departments.


Controller

Horizon Transportation
08.2014 - 07.2018
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Mentored junior staff members, fostering a positive work environment conducive to professional growth and development.
  • Collaborated with other functional areas to develop integrated solutions for complex business challenges related to finance operations.
  • Supported merger and acquisition activities through due diligence efforts and post-acquisition integration.
  • Contributed to significant revenue growth, identifying and implementing cost-saving measures across company.
  • Optimized tax filing processes, resulting in timely submissions and minimizing liabilities.
  • Developed comprehensive risk management strategy, protecting company's assets and financial stability.

Education

Masters of Professional Accountancy -

University of Texas Permian Basin
Odessa TX
05-2026

BBA in Accounting -

University of Texas Permian Basin
Odessa TX
12-2023

Skills

  • Strategic financial planning
  • Tax planning and strategy
  • Financial analysis expertise
  • Mergers and acquisitions experience
  • Audit coordination
  • Financial strategy development
  • Corporate leadership
  • Cash flow management
  • Strategic planning
  • Regulatory Compliance Knowledge
  • Risk management proficiency

Timeline

Chief Financial Officer

Leo & Sons, LP
09.2022 - Current

Tax Accountant

Dutton Harris & Co, CPA's
02.2020 - 09.2022

Controller

Premier Energy Services
08.2018 - 02.2020

Controller

Horizon Transportation
08.2014 - 07.2018

Masters of Professional Accountancy -

University of Texas Permian Basin

BBA in Accounting -

University of Texas Permian Basin

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