Lacy Wolf
Beaverton,OR
Summary
Professional finance 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 deep understanding of corporate finance principles. Known for reliability, integrity, and results-driven approach in dynamic environments.
Overview
15
15
years of professional experience
Work History
Controller
ProEquity Asset Management Corp
02.2012 - 08.2022
- Streamlined budgeting procedures, enhancing departmental efficiency and resource allocation.
- Mentored finance team members, fostering professional development and operational excellence.
- Coordinated cross-departmental collaboration to align financial objectives with organizational goals.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Led implementation of new accounting software, improving data accuracy and accessibility for finance team.
- Oversaw management of payroll, ensuring accurate and timely processing for all employees.
- Implemented controls to safeguard against financial misstatement and fraud, enhancing reliability of financial reporting.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
- Maximized year-end tax benefits by efficiently managing cash flows.
Trust Accounting Specialist
Jennings & Co. Property Management
01.2008 - 01.2012
- Generate monthly owner statements
- Processed accounts payable and receivable transactions accurately and efficiently.
- Reconciled monthly financial statements to ensure accuracy and compliance.
- Collaborated with property managers to resolve discrepancies in tenant and vendor accounts timely.
- Trained new employees on accounting principles and company procedures.
- Provided journal entries and performed accounting on accrual basis.
Property Management Bookkeeper
Umpqua Community Development Corporation
05.2007 - 01.2008
- Managed accounts payable and receivable, ensuring timely and accurate processing of all transactions.
- Reconciled bank statements monthly to maintain financial integrity and accuracy of records.
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
Education
A.A.S. - Accounting Technology
Umpqua Community College
Roseburg, OR06.2007
B.S. - Major Accounting, Minor Economics
University of Oregon
Eugene, OR12-2016
Skills
- Payroll management
- Creating financial statements
- Cash flow optimization
- Team leadership
Timeline
Controller
ProEquity Asset Management Corp
02.2012 - 08.2022
Trust Accounting Specialist
Jennings & Co. Property Management
01.2008 - 01.2012
Property Management Bookkeeper
Umpqua Community Development Corporation
05.2007 - 01.2008
A.A.S. - Accounting Technology
Umpqua Community College
B.S. - Major Accounting, Minor Economics
University of Oregon
Awards
Dean’s List- 3 terms, Presidents List- 5 terms, Phi Beta Lambda, Secretary, Most Outstanding Member 05-06, Umpqua Community College Phi Beta Lambda representative for the National Leadership Conference
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