Lisa G. Wright
Melissa,USA
Summary
Results-driven financial leader specializing in optimizing accounting processes and enhancing profitability. Proven track record in implementing internal controls, ensuring GAAP compliance, and managing audits, leading to significant cost savings and improved financial reporting.
Overview
1
1
Certification
42
42
years of professional experience
Work History
Controller
Quigley Heating and Air of Dallas
Farmers Branch, TX
04.2023 - Current
- Managed and maintained all aspects of accounting, including general ledger and journal entries.
- Directed budgeting and forecasting processes aligned with company objectives.
- Oversaw accounts payable and receivable to improve cash flow and financial stability.
- Produced financial statements, balance sheets, and reports to support informed decision-making.
- Ensured compliance with tax regulations and conducted regular audits of accounts.
- Implemented internal control measures to maintain GAAP compliance across financial operations.
- Monitored payroll processes, including garnishments and benefits administration.
- Collaborated with management to create strategies that improved workplace productivity and increased profitability.
- Managed financial reporting and analysis for prominent HVAC service provider.
Controller
Mercury One, Inc
Irving, TX
11.2021 - 02.2023
- Managing all aspects of accounting, general ledger, journal entries, accounts payable, accounts receivable, budgeting, forecasting, tax compliance, inventory accounting. Prepare balance sheets, profit, and loss. Maintain organization transactions in filing system (digital and hard copy)
- Supported organizational growth by delivering accurate financial data and insights that informed strategic decision making.
- Collaborated with Executive Director to prepare comprehensive financial reports for Board of Directors' semi- and annual meetings.
- Managed internal and external audit requirements and ensured tax compliance with state laws, facilitating organizational transparency.
- Ensuring compliance with all local, state, and federal laws regarding finances, tax filings, and reporting requirements for nonprofit and donor intent.
- Oversaw daily activities of junior accountant to ensure accurate financial reporting. Work with staff to establish goals and objectives to enhance the professional development of staff and interactions between the departments.
- Reconcile 8 bank accounts. Perform weekly ach files, nacha files for positive pay tool for security.
- Administered weekly payroll by validating and approving entries.
Chief Financial Officer
Seconds and Surplus, Inc
Dallas, TX
04.2019 - 11.2021
- Advised management on financial analyses and decision-making for capital investments, pricing strategies, contract negotiations, and significant cost benchmarks.
- Ensured timely reporting of monthly, quarterly, and yearly financials, facilitating informed decision-making. Manage budgets and forecasts.
- Manage all aspects of accounting (financial statements, general ledger, accounts payable, accounts receivable, budgeting, forecasting, tax compliance, inventory accounting, cost accounting, revenue recognition, and various special analyses)
- Developed standard operating procedures for all accounting transactions based on GAAP.
- Supervised junior accounting clerks and collaborated with staff to establish goals, enhancing professional development and performance.
- Maintained an organized filing system for accounting transactions and documents, ensuring easy access to both digital and hard copies.
- Organize and prepare for audits both internal and external.
Controller
Legacy Housing/Heritage Homes
Fort Worth, TX
04.2018 - 01.2019
- Maintained QuickBooks Desktop Enterprise Solutions 19.0 for accounting, risk management, and monthly financial reporting to the management team.
- Managed accounts payable, accounts receivable, and bank reconciliation across 14 locations, overseeing finance for $14 million in moving inventory.
- Prepare Financial Statements monthly, quarterly, and annually.
- Developed and implemented corporate policies and procedures, recommending improvements in budgeting, bank reconciliations, data processing, training, and staff retention.
- Coordinated field office operations and established procedures while building teams to enhance organizational efficiency and profitability.
- Filed sales and use tax returns accurately and on time to comply with state regulations. on time, maintained fixed assets, and completed record keeping for vendor management, W9, and liability insurance certificates.
Business Manager/Controller
Tuscan Floor Distributor
Farmers Branch, TX
01.2010 - 01.2018
- Managed accounting, risk management, banking relations, data processing, human resources, inventory costing procedures, budgeting, and monthly financial reporting using QuickBooks Premier and Contractor, ensuring accurate financial oversight.
- Established first budget and forecasting model to enhance management of company's financial performance.
- Developed and implemented corporate policies and procedures, recommending improvements for hiring, training, and retaining staff to enhance organizational effectiveness.
- Performed in depth analysis of customer and product profitability not previously available to management.
- Create a product listing on Amazon for more product visibility and improve sales.
Finance Director /Human Resources Director
Base4 Group, Inc
Carrollton, TX
05.2006 - 07.2010
- General Accounting, QuickBooks Pro 2006, 2010 Great Plains 9.0 Full charge of day-to-day operations of Payroll Management, weekly borrowing bases, 30 million annual sales.
- Coordinate and participate in audits of company’s accounts. Analyzes revenues and financial obligations incurred, then control and implement wire funds both nationally and internationally daily.
- Created and implemented corporate policies and procedures, recommending improvements and managing hiring, training, and retention of skilled staff.
- Addressed personal matters for executives, ensuring smooth operations for CEO, CFO, and President while implementing procedures that supported stability and success across all management levels.
- Directed interviewing and hiring processes, planned and assigned work, and appraised performance. Handled HR conflicts by identifying and resolving issues promptly while maintaining confidentiality.
- Maintain employee records and confidential information in accordance with current regulations and corporate policies. Writing and placing ads, screening resumes conducting telephone screening of candidates, Evaluating, scheduling and/or conducting interviews on candidates. Onboarding thru Offer letters, background checks as well as job evaluations, release and exit interviews of employees.
Special Operations Team
Dept. Homeland Security
Dallas, TX
07.2004 - 05.2006
- Performed on Special Teams, participated in special projects, and managed payroll processes as main point of contact for over 240 supervisors and screeners in security operations center.
- Conducted thorough inspections to identify contraband items and ensured safety while promoting freedom of movement through aviation. Resolved complaints and fostered a structured team environment.
- Maintained compliance with Aviation Security Directives Manuals and managed company fleet maintenance, mileage records, and usage authorization.
N.A.P.A store owner, Store Manager and IT support
Genuine Parts Corporation
Dallas, TX
07.1984 - 07.2004
- Secured real estate, navigated zoning boards for reclassification of property from residential to commercial.
- Negotiated financing, established new auto parts store with zero customer base, competing against a third-generation hometown rival.
- Maintained accurate inventory to provide stability of available product and maximize ROI.
- Invested in leading-edge technology and equipment to drive growth in an underserved market segment.
Education
Grayson College
Denison, TXSkills
- Financial reporting and analysis
- Budget management
- GAAP adherence
- Financial data analysis
- Internal control systems
- Tax regulations compliance
- Inventory accounting
Certification
- QuickBooks ProAdvisor
- Certified Management Accountant
Hobbies and Interests
- Lead Youth Ministry
- Coach and mentor youth sports
- Dallas Cowboys Concierge
- Private Pilot
- Built small experimental Aircraft
- Encourage others to learn and grow in the field of Aviation.
Software Platforms
- QuickBooks Desktop/Online
- QuickBooks Contractor
- Service Titan
- Premier Great Plains Accounting
- Sera Cloud base
- CounterPoint SAles and Inventory Control
- PassPort Accounting
- Foundation Accounting
- Construction/Apartment Accounting
- BlackBaud Financial Edge NXT
- Non-Profit Cloud base accounting
- Blackbaud Raiser’s Edge database
- Microsoft Dynamics 365
- Teams Communication
- Zoom Communication
Timeline
Controller
Quigley Heating and Air of Dallas
04.2023 - Current
Controller
Mercury One, Inc
11.2021 - 02.2023
Chief Financial Officer
Seconds and Surplus, Inc
04.2019 - 11.2021
Controller
Legacy Housing/Heritage Homes
04.2018 - 01.2019
Business Manager/Controller
Tuscan Floor Distributor
01.2010 - 01.2018
Finance Director /Human Resources Director
Base4 Group, Inc
05.2006 - 07.2010
Special Operations Team
Dept. Homeland Security
07.2004 - 05.2006
N.A.P.A store owner, Store Manager and IT support
Genuine Parts Corporation
07.1984 - 07.2004
Grayson College