Lisa Fitzgerald
New City,NY
Summary
Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
28
28
years of professional experience
Work History
Laurel Plains PTA Treasurer
PTA
06.2022 - Current
- Advised co-presidents regarding significant expenditures to keep operations aligned with budget limitations.
- Planned and managed annual budgets, tracking expenses and investigating discrepancies to maintain optimal controls.
- Reconciled monthly statements, invoices, and expense accounts, keeping records accurate and current.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
- Converted existing manual Excel files into online Intuit Quickbooks.
HOA President
Long CLove Mews HOA Association
03.2017 - 03.2020
- Monitored and tracked payments and expenses, providing timely and accurate financial reports.
- Implemented and enforced policies and procedures to maintain properties to highest standards.
- Responded to Common Area Maintenance (CAM) inquiries.
- Communicated effectively with owners, residents, and on-site associates.
Accounting Manager
Interactive Brokers LLC
12.2005 - 02.2015
- Provided direct supervision to a staff of seven employees within the accounting department
- Directly managed six IBG subsidiaries
- Assessed and recorded all cash, PNL entries, and M/E-related entries and variances
- Reviewed and resolved consolidation differences
- Assisted multiple departments regarding financial queries and issues
- Assisted upper management with numerous ad hoc projects and roll-outs of new programs and software
- Assisted in numerous on-site automation projects to operate more efficiently and accurately
Senior Accountant
Interactive Brokers LLC
12.2005 - 12.2005
- Prepared monthly journal entries and reconciliations.
- Reconciled accounts and created documents for monthly closure procedures.
- Completed year-end closing processes with controllers and external auditors.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Assisted in the hiring and training of new staff members
- Prepared audit confirmations
- Reconciled sector PNL, bank statements and balance sheet accounts
Auditor
PricewaterhouseCoopers
06.1999 - 12.2000
- Followed established auditing processes to meet internal and regulatory requirements.
- Analyzed data and findings to prepare reports detailing financial information.
- Communicated with audit staff to obtain necessary information for audits.
- Performed observations and evaluated supporting documents to supplement audit findings.
- Verified and signed audit confirmations
Staff Accountant
Clara Maass Medical Center
06.1995 - 12.1999
- Assisted in preparing monthly financial statements and the monthly general-ledger closing
- Oversaw accounts payable and accounts receivable functions
- Reconciled bank statements
Education
Bachelor of Science - Public Accounting
Pace University, Lubin School of Business
Pleasantville, NY06.1995
Skills
- Superior Attention to Detail
- General Ledger Accounting
- Oracle Financials
- GL Reconciliation
- Audit Coordination
- Staff Management
- Intuit QuickBooks
- Month-End Reports
- GAAP Compliance
- Account Reconciliation
Timeline
Laurel Plains PTA Treasurer
PTA
06.2022 - Current
HOA President
Long CLove Mews HOA Association
03.2017 - 03.2020
Accounting Manager
Interactive Brokers LLC
12.2005 - 02.2015
Senior Accountant
Interactive Brokers LLC
12.2005 - 12.2005
Auditor
PricewaterhouseCoopers
06.1999 - 12.2000
Staff Accountant
Clara Maass Medical Center
06.1995 - 12.1999
Bachelor of Science - Public Accounting
Pace University, Lubin School of Business
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