Lisa GARCIA, CMA
Littleton,CO
Summary
Detailed-oriented Financial Analyst with 20 years of experience in accounting, finance and project management settings. Quick and eager learner with acute attention to detail and consistent track record of identifying process improvements to drive profits with quality, accuracy and efficiency. Highly analytical and results driven, with strong research skills for problem solving, and implementing business analytics to provide efficient and accurate reporting for end user and executive decision-making tools.
Overview
26
26
years of professional experience
Work History
Engagement Professional Consultant
Robert Half
Denver, CO
08.2022 - 12.2022
- Provided consulting services for a commercial real estate company maintaining accurate monthly close including costing AP invoices for expenses and capital improvements.
- Collaborated with stakeholders to gain complete understanding of project goals and objectives.
- Evaluated and approved billing invoices and expense reports to monitor and ensure cash flow and cost containment.
- Produced accurate and compliant financial statements, reports, documentation and budget frameworks for multi commerical properties.
Cloud Accountant
Strategic Financial Resources
Centennial, CO
12.2020 - 04.2021
- Created cash flow analysis, profit and loss to budget statements, bank reconciliations for multiple clients.
- Developed streamlined project costing plans to save time and money for individual bookkeeping clients.
- Entered sales deposits and expenses facilitate daily cash flow management.
Property Management Accountant
Easal Properties
Lakewood, CO
10.2015 - 10.2017
- Maintained project-related costs, payable records, lease contracts and change orders.
- Confirmed accuracy of record expenses, revenues and capital expenditures to produce accurate cash flow.
- Developed and documented business processes and accounting policies to maintain and strengthen internal controls.
Tax Accountant
H&R Block
Lakewood, CO
11.2005 - 04.2006
- Prepared accurate income tax return forms for individuals and small businesses, reviewing financial records and documentation of expenditures in order to determine the proper forms and procedures for each client.
- Maximized clients refunds with clear understanding of tax laws for deductible expenses and allowances.
- Cultivated relationships with clients to ensure 100% customer satisfaction and returning annual business.
Project Manager and Financial Systems Analyst
Ciber, Inc
Englewood, CO
10.2000 - 04.2002
- Designed and directed the large scale ERP implementation of PeopleSoft system HR and Financials with 8 modules in production for a software consulting company with over 40 offices.
- Managed multiple aspects of the project including legacy issues, interface design, gathering data conversion requirements and validation, interface testing, data engineering and audit reports.
- Created weekly project status and timelines for a team of 8 technical developers and system analysts.
- Developed business process improvement flow charts and documentation to for new software.
- Collaborated with end users, project team and consulted with management to reach agreement on system design and principles.
- Awarded Employee of the Quarter for effective project management of new Software Implementation.
Controller
Ciber, Inc
Englewood, CO
10.1998 - 10.2000
- Developed positive relationships with a staff of 4 overseeing month end close in AR, AP, GL and Payroll for billable IT consultants.
- Integrated a new acquisition, process improvements, and automated journal entries seamlessly for on time monthly close.
- Analyzed monthly financial statements to provide strategic recommendations for profitable business decisions and cost reductions.
Senior Corporate Accountant
Comcast, Xfinity
Englewood, CO
01.1997 - 11.1998
- Prepared and analyzed billion-dollar financials including fixed assets, investment, and intercompany balances at a consolidated level.
- Examined debt transactions for accuracy and contract compliance.
- Supported field offices in monthly prepaid and accrual entries as well as research on complex bank reconciliation.
- Managed centralized accounting functions, financial reporting and internal audits in compliance with GAAP.
Education
Certified QuickBooks Pro Advisor -
Intuit
01.2022
Holistic Health Certificate -
Red Rocks Community College
01.2014
H&R Block Tax Course -
01.2005
Certified Management Accountant (CMA) -
Institute of Management Accountants
11.1998
Bachelor of Science - Finance, Professional Writing and Language
Virginia Tech
01.1991
Skills
- Quickbooks Pro, Microsoft Windows and Microsoft Office Suite including Outlook, Word, Excel, PowerPoint, Yardi, Oracle Financials
- General Ledger Accounting
- Critical Thinking and Analysis
- Accounting Processes
- Financial Data Analysis
- Balance Sheets and Income Statements
- Effective and Professional Communication
- GAAP Guidelines
- Bookkeeping
- Fixed Assets Management
- Experienced in PeopleTools, PeopleSoft Financials, and PeopleSoft HRMS
- Adept in Database design using SQL
- Reporting and Documentation
- Attention to Detail
Affiliations
The Right Step-Therapeutic Riding Center Horse sidewalker, Treasurer, Board Member, and Volunteer - Mom’s Club International, filled annual financial reports to Mom’s Club International and Tax Report to IRS. Writer and Editor for Tamarisk Neighborhood Newsletter, Secretary and Volunteer-Virginia Tech Alumni Association, Participated in C470 Adopt a Highway Clean ups, Santa Workshops-Adopt a Child
Accomplishments
- Social Media Mentor – 2017-2022- Selected by Hormones Balance founder as a mentor to help support women and on Facebook private social media group called “Hormone Thrivers” with experience and knowledge on how to use the “Cooking for Balance” program to rebalance hormones using food and lifestyle
- Dennison Elementary K-6th Grade Memory Book Chair-2014-Created 128-page digital photo scrapbook in Microsoft Publisher, collecting and compiling digital photos for 90 kids though 7 years
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Engagement Professional Consultant
Robert Half
08.2022 - 12.2022
Cloud Accountant
Strategic Financial Resources
12.2020 - 04.2021
Property Management Accountant
Easal Properties
10.2015 - 10.2017
Tax Accountant
H&R Block
11.2005 - 04.2006
Project Manager and Financial Systems Analyst
Ciber, Inc
10.2000 - 04.2002
Controller
Ciber, Inc
10.1998 - 10.2000
Senior Corporate Accountant
Comcast, Xfinity
01.1997 - 11.1998
Certified QuickBooks Pro Advisor -
Intuit
Holistic Health Certificate -
Red Rocks Community College
H&R Block Tax Course -
Certified Management Accountant (CMA) -
Institute of Management Accountants
Bachelor of Science - Finance, Professional Writing and Language
Virginia Tech
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