Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa Philp

Waxahachie,TX

Summary

Accomplished Controller with a proven track record at Mels Electric LLC, enhancing financial accuracy and reducing closing times by optimizing processes. Skilled in payroll processing and financial statement preparation, coupled with exceptional problem-solving abilities and a commitment to continuous improvement. Demonstrates strong leadership in staff management and audit preparation, ensuring compliance and efficiency.

Overview

20
20
years of professional experience

Work History

Controller/Office Manager

Mels Electric LLC
04.2021 - Current
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Managed payroll data entry and processing for 30 employees to comply with predetermined company guidelines.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
  • Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
  • Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
  • Implemented cost-saving measures, identifying inefficiencies and reallocating resources to achieve optimal results.
  • Supported merger and acquisition activities through due diligence efforts and post-acquisition integration.
  • Used Sage and Excel Reports to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
  • Reviewed documents and data to give accurate presentations and forecasts to upper management.
  • Provided treasury and cash management by overseeing reconciliation of banking activity and sales tax returns.

Southeast Controller

Frontier Waste Management
10.2019 - 10.2020
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Managed payroll data entry and processing for 90 employees to comply with predetermined company guidelines.
  • Reviewed documents and data to give accurate presentations and forecasts to upper management.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Managed budgeting process, aligning departmental budgets with organizational goals and monitoring performance against targets.
  • Developed comprehensive financial models to support management in forecasting and scenario analysis.
  • Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
  • Worked with 5 executives to create annual budget and track actual expenses against projected expenses.


Controller

Acrisure - Commercial Insurance Solutions
07.2006 - 10.2019
  • Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
  • Managed payroll data entry and processing for 40 employees to comply with predetermined company guidelines.
  • Maintained strong relationships with external auditors, facilitating smooth annual audit processes and addressing any concerns promptly.
  • Reduced operating costs through meticulous budget management and cost analysis.
  • Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
  • Managed a team of insurance professionals, providing guidance, support, and ongoing training to ensure continued growth and development.
  • Collaborated closely with department heads to establish accurate budgets and monitor performance against targets.
  • Ensured compliance with regulatory requirements by conducting thorough internal audits and implementing necessary corrective actions.
  • Used EPIC and AMS360 to identify and track fraudulent activities.
  • Prepared balance sheets, cash flow reports and income statements.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Provided treasury and cash management by overseeing reconciliation of banking activity and sales tax returns.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Accurately completed financial statement audits and thoroughly reviewed results.
  • Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
  • Formulated strategic plans and supported tactical initiatives to execute cost-savings deliverables.
  • Calculated salesperson commissions based on established parameters and disbursed payments.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Also, prepared books and taxes for 10 other small companies that was owned by the President.

Accounting Manager

The Assured Group Dba Assured Self Storage
06.2004 - 07.2006
  • Managed journal entries, collection efforts, reconciliations, and payroll processing for 7 different companies and 17 facilities.
  • Managed journal entries, collection efforts, reconciliations, and payroll processing.
  • Managed banking reconciliations and monthly balance sheet statements.
  • Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
  • Generated monthly and quarterly financial statements for executive review.
  • Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of the reports generated.
  • Reduced discrepancies in financial data with thorough account reconciliations and adjustments.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Investigated daily variances and corrected errors to resolve discrepancies.
  • Coordinated efforts between the accounting team and other departments to ensure accuracy in interdepartmental transactions recording and proper cost allocation.
  • Assisted executive management in making informed business decisions with accurate ad-hoc financial analysis as needed.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Utilized financial software to prepare consolidated financial statements.
  • Conducted financial due diligence on potential investments and acquisitions.

Education

Bachelor of Arts - Accounting

University of Phoenix
Tempe, AZ
07.2011

Skills

  • Payroll Processing
  • Preparing financial statements
  • Cash Flow Management
  • Staff Management
  • Audit preparation
  • Statement Reconciliation
  • Fixed Asset Management
  • General ledger accounting

Timeline

Controller/Office Manager

Mels Electric LLC
04.2021 - Current

Southeast Controller

Frontier Waste Management
10.2019 - 10.2020

Controller

Acrisure - Commercial Insurance Solutions
07.2006 - 10.2019

Accounting Manager

The Assured Group Dba Assured Self Storage
06.2004 - 07.2006

Bachelor of Arts - Accounting

University of Phoenix

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Lisa Philp