Lisa Martinez
Oviedo,USA
Summary
Results-oriented and improvement-focused finance and accounting professional with over 25 years of experience with demonstrated capacity to ensure that companies are run more efficiently and more profitably by using a wide array of advanced business and accounting solutions
Overview
25
25
years of professional experience
Work History
Controller / Office Manager
Orlando Endodontic Specialists PA
02.2018 - Current
- Endodontist
- Ensure office is opened and closed daily, as per established schedules
- Interview, hire and train new staff in accordance with HR guidelines
- Manage daily staffing to ensure optimal operation of the practice
- Establish and manage a monthly budget in order to control operating expenses
- Regularly review productivity and make staffing adjustments as needed
- Track licensure requirements for staff
- Conduct regular staff meetings and annual performance evaluations
- Manage all aspects of accounting for the practice
Accounting & HR Manager
Advanced Communication Solutions, Inc.
05.2017 - 02.2018
- Company Overview: Mid-size telecommunications company
- Coordinated all aspects of the accounting and human resources: accounts payable, accounts receivable (billing), credit and collections, payroll, benefits, taxes etc.
- Managed the conversion from Great Plains to Quickbooks Enterprise/Tigerpaw
- Responsible for month-end and annual financial close, and reporting
- Ensure compliance with all accounting policies, procedures and internal controls
- Work with external auditors
- Identify and recommend ongoing process improvements to maximize efficiencies in the Accounting processes and other departmental procedures
Controller (Contract)
FAN EXPERIENCES LLC
09.2016 - 04.2017
- Company Overview: Mid-size event management company
Controller
DBK, Inc.
05.2015 - 08.2016
- Company Overview: Construction & full service Solutions Company specializing in commercial, multi-family, hotel, resort, and residential properties
- Managed all aspects of the accounting and human resource departments: accounts payable, accounts receivable (billing), credit and collections, payroll, benefits, taxes etc.
- Managed month end, quarter end and year end close process
- Responsible for internal controls and policy compliance with legislation and best practices
- Prepared monthly, quarterly and annual financial statements
- Prepared budgets and forecasts
- Reviewed all accounting information to identify and resolve inaccuracies or imbalances
- Coordinate with project managers and administrative personnel in managing the profitability of construction and service projects
- Handled all professional insurance, licenses and bonding for the organizations
- Played a key role in implementing new accounting system – Sage 100 Contractor
Controller
Jackson Therapy Partners, LLC / Jackson Nurse Professionals, LLC
11.2013 - 05.2015
- Company Overview: Third largest healthcare staffing company in the U.S. and serves more than five million patients in over 1,300 healthcare facilities.
- Directly supervise: Sr. Accountant, Accountant, Payroll Manger, AR Clerk and Corporate Collections, ensuring optimal performance
- Responsible for planning, developing and implementing effective accounting strategies, policies and procedures
- Responsible for effective preparation, maintenance and reporting of internal and external financial records and analyses
- Oversee daily operations and administrative functions for the Accounting Department
- Maintain effective business relations with external auditors
- Manage the preparation and control of operations forecasts and budgets
Controller
Getinge USA, Inc.
03.2012 - 11.2013
- Company Overview: Leading Global provider of products and services that contribute to the quality enhancement and efficiency within healthcare and life sciences
- Manage the preparation and review of forecasts and budgets by presenting findings and recommendations to top management
- Key contributor to the leadership team providing financial oversight and support to the Life Science business segment with $25 million annual revenue
- Manage the completion and reporting of all financial reports to Getinge Headquarters in an accurate and timely manner
- Manage sales quotas and provide compensation and performance analysis
- Recommend and implement cost savings plans
Senior Accounting Manager
Alere North America, Inc.
03.2008 - 03.2012
- Company Overview: Global developer, manufacturer and marketer of advanced consumer and professional diagnostic products with over $700M in annual revenue
- Ran accounting operations for a new formed Shared Service Group as well as monthly financial close, reporting, reconciliations, internal and external audits
- Developed and implemented a formal monthly close and reconciliation process
- Reduced monthly close process to support a 45% reduction in month end close from 5 to 3 by incorporating process efficiencies
- Made a major contribution for Shared Service transition in merging 10 Alere owned companies which had similar back office functions
- Managed a team of 9 accounting associates for the Shared Service Group responsible for general ledger accounting, Credit and Collections, FP&A, Accounts Payable, Sales and Use Tax
- Built a finely tuned accounting department fostering a collaborative environment that improved productivity, individual accountability and team morale
- Lead the financial integration of multiple acquisitions into the company’s financial reporting process
- Managed internal and external audits
- Achieved passing audits each year by ensuring compliance with all aspects of GAAP
- Conducted routine audits of accounting ledgers and monthly reports to verify accounting accuracy
- Introduced efficiencies to existing business processes and increased productivity by converting manual process to automated processes
- Led a major project transitioning from a manual review of user access to an automated user access control system
Assistant Controller
Trane, a business of Ingersoll Rand
08.2000 - 03.2008
- Company Overview: A business of Ingersoll Rand – the world leader in creating and sustaining safe, comfortable and energy efficient environments – improves performance of homes and buildings around the world
- Successfully handled all daily aspects of account and financial reporting for a Fortune 500 Company with $125M in annual sales
- Key member of the leadership team, administering all accounting functions for two district offices (Orlando and Jacksonville)
- Managed a team of 6 Staff Accountants, encouraging personal and professional development
- Played a lead role in a major accounting software conversion to PeopleSoft 8.0
- Included testing, post-deployment training and implementation
- Developed and implemented formal accounting policies and procedures for 40+ account reconciliations
- Recognized for establishing and cultivating strong business relationships with vendors, customers, external auditors and internal management
Education
Master of Business Administration - Accounting
01.2001
- Graduated with Honors: Cum Laude
- 5 Academic Achievement Awards
Bachelor of Science - Accounting
01.1999
Dean’s List Recognition
Skills
- Accounting
- Internal controls
- Forecasting & Budgeting
- Sox Audit & Compliance
- Financial Reporting & Analysis
- GAAP Compliance
- Corporate Reporting
- Team Building
- Leadership
- ERP Systems: SAP, Sage 100, PeopleSoft 80, Movex(M3)-Lawton, Great Plains
- Internal / External Audits
- Staff Training & Development
- Corporate restructuring
- Process Improvement & Optimization
- Expense Planning & Control
- Mergers and Acquisitions
- Performance Appraisals
- Trend Analysis
- Microsoft Office
- Policy and Procedure Development
Timeline
Controller / Office Manager - Orlando Endodontic Specialists PA
02.2018 - Current
Accounting & HR Manager - Advanced Communication Solutions, Inc.
05.2017 - 02.2018
Controller (Contract) - FAN EXPERIENCES LLC
09.2016 - 04.2017
Controller - DBK, Inc.
05.2015 - 08.2016
Controller - Jackson Therapy Partners, LLC / Jackson Nurse Professionals, LLC
11.2013 - 05.2015
Controller - Getinge USA, Inc.
03.2012 - 11.2013
Senior Accounting Manager - Alere North America, Inc.
03.2008 - 03.2012
Assistant Controller - Trane, a business of Ingersoll Rand
08.2000 - 03.2008
Florida Metropolitan University - Bachelor of Science, Accounting
Florida Metropolitan University - Master of Business Administration, Accounting