Summary

Overview

Work History

Education

Skills

Websites

Timeline

LISA BURGESS

Simpsonville,SC

Summary

Dynamic Chief Accounting Officer with a proven track record at Old Glory Bank, excelling in financial reporting and compliance. Expert in developing internal controls and budgets, while fostering team collaboration. Recognized for streamlining processes, enhancing efficiency, and ensuring regulatory adherence, demonstrating strong problem-solving and communication skills.

Overview

years of professional experience

Work History

Chief Accounting Officer

Old Glory Bank

Elmore City, Oklahoma

08.2025 - Current

Led financial reporting processes and ensured compliance with accounting standards.
Developed internal controls to enhance accuracy and reliability of financial statements.
Mentored finance team member, fostering professional growth and collaboration.
Collaborated with executive leadership on strategic initiatives affecting financial performance.
Performed ad hoc analyses as requested by executive leadership team.
Assisted external auditors in annual audit preparation by providing necessary documentation as required.
Acted as a liaison between finance, accounting departments and business units, divisions when needed.

CONTROLLER

SOUTHERN BANK

SARDIS, GA

07.2021 - 08.2025

Streamlined month-end close process from five business days to two days.
Administered accounting for CECL, investment securities, and fixed assets.
Prepared financial statements and maintained general ledger with accuracy.
Served as liaison between external auditors and senior management.
Automated board package and budgeting templates to enhance efficiency.
Authored comprehensive general ledger chart of accounts during core processor transition.
Researched new accounting pronouncements affecting bank's financial statements.
Supervised one staff member handling accounts payable and reconciliations.

Accounting Manager

The Furman Co, Inc.

Greenville, SC

03.2019 - 06.2021

Managed the accounting for one S-corporation and three limited liability companies on a tax basis.
Responsible for monthly close, accounts payable and receivable processing, payroll accounting and benefits administration.
Executed accounts payable and receivable processing to maintain cash flow.
Administered payroll accounting and benefits to support employee satisfaction.

Controller

Entegra Bank

Franklin, NC

05.2014 - 02.2017

Prepared monthly financial statements for board and management, ensuring accuracy and compliance.
Executed quarterly reporting to FDIC, adhering to regulatory timelines.
Developed annual budgets in alignment with organizational goals.
Implemented and maintained a new accounting software interface for enhanced functionality.
Ensured regulatory accounting paperwork met FDIC compliance standards.
Supervised two full-time staff managing fixed assets, investments, and general ledger reconciliations.