Summary
Work History
Education
Skills
Professional Organizations
Interests
Timeline
Generic

Lisa A. Warren

Medford

Summary

Proactive individual with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.


Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.


Dynamic individual with hands-on experience in financial and operations management and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Work History

Director of Finance and Operations

Moorestown Friends School
01.1990 - Current
  • Company Overview: Moorestown Friends School is a private, coeducational Quaker day school located in Moorestown, New Jersey.
  • The DFO is a strategic member of the school's leadership committee reporting to the Head of School and the Board of Trustees and is responsible for organizing, implementing, and managing the business and operations of the School.
  • Responsibilities include oversight responsibility of day-to-day operations, financial statements preparation, budgeting and planning, purchasing, risk management, the oversight of financing and investment activity, and the management of facilities and security
  • Enhanced internal control systems and procedures to mitigate risk and support opportunities.
  • Analyzed financial statements against forecasts to prepare high-level variance analysis.
  • Evaluated and negotiated contracts to procure favorable financial terms.
  • Created financial dashboards to provide insights into key performance indicators.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Designed and maintained financial models to identify and measure risks.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.

Controller

Lewis Gilman Golin/Harris
01.1987 - 01.1990
  • Company Overview: An advertising subsidiary of Foote, Cone & Belding later acquired by Weber Shandwick.
  • Supervised accounting department, human resource department and office staff personnel
  • Senior person in charge of financial reporting for Philadelphia subsidiary of multinational communications firm, with emphasis on budgetary control and cost accounting

Business Manager

Franklin Morris Educational Group, Ltd.
01.1983 - 01.1987
  • Company Overview: A private for-profit college originating out of Pittsburgh, Pennsylvania providing both diplomas and specialized associate degrees.
  • Oversight duties included cash management, accounts payable and receivable, bank reconciliations, quarterly financial statements, tax filings and budget management
  • Assisted in design of accounting software in a successful effort to coordinate accounting tasks with management objectives


Assistant to Controller

REAL Associates
01.1981 - 01.1983
  • Company Overview: Property management company in Philadelphia, Pennsylvania.
  • Duties included Accounts Receivable, Accounts Payable, payroll and related taxes, bank reconciliations, cash flow management and preparing various financial reports and supporting schedules
  • Developed accounting system for expanding business, which included twenty income-producing properties and related financial schedules and reports

Education

Masters - Business Administration

Rutgers School of Business, Rutgers University
Camden, NJ
01.1996

B.S. - Accounting

St. Joseph University
Philadelphia, PA
01.1980

Skills

  • Cash flow management
  • Debt management
  • Financial reporting and analysis
  • Strategic planning
  • Risk assessment & mitigation
  • Internal controls management
  • Financial forecast model development
  • Stakeholder communication

Professional Organizations

  • New Jersey Association of Independent Schools; Member of Finance Steering Committee, Member, 01/01/90
  • Pennsylvania Association of Independent Schools Business Officers; Executive Director of PAISBOA Services Corp., Member of Executive Committee, Member, 01/01/90
  • Friends Council on Education; Trustee, Treasurer, 01/01/98
  • Goodwill Industries; Trustee, Treasurer, Vice President, 01/01/03
  • Association of Delaware Valley Independent Schools, Trustee, Treasurer, 01/01/05

Interests

  • Gardening
  • Outdoor Recreation
  • Reading
  • Yoga
  • Music


Timeline

Director of Finance and Operations

Moorestown Friends School
01.1990 - Current

Controller

Lewis Gilman Golin/Harris
01.1987 - 01.1990

Business Manager

Franklin Morris Educational Group, Ltd.
01.1983 - 01.1987

Assistant to Controller

REAL Associates
01.1981 - 01.1983

B.S. - Accounting

St. Joseph University

Masters - Business Administration

Rutgers School of Business, Rutgers University
Lisa A. Warren
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