Microsoft Office including Word and Excel
Lisa Philp
Accounting Controller
Waxahachie,TX
Summary
Skilled Controller bringing over 20 years of experience working with real estate, insurance, and construction organizations. Proven leadership and success in leading teams in achieving financial goals. Accomplished in working with executive leaders to develop business, financial and growth strategies.
Overview
22
22
years of professional experience
Work History
Financial Controller
MELS ELECTRIC LLC
03.2021 - Current
- Reviewed documents and data to give accurate presentations and forecasts to upper management.
- Maintained strong relationships with external auditors, facilitating smooth annual audit processes and addressing any concerns promptly.
- Prepared accurate financial reports and monthly statements for accounts receivable.
- Managed payroll data entry and processing for 35 employees to comply with predetermined company guidelines.
- Oversaw accounts payable and receivable operations for Construction business with $2,000,000 in monthly expenses.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Contributed to the development of long-term strategic plans by providing executive management with accurate financial data and forecasts.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Served as a key liaison between finance departments during mergers or acquisitions, ensuring seamless integration of financial systems and data reconciliation efforts.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
- Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Enhanced cash flow management with timely accounts receivable monitoring and collections efforts.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Worked with both internal and external users to create detailed financial reports.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Created and distributed reports on internal and external finances, audits, and budgets.
Controller
Frontier Waste Management
Hillsboro, TX
09.2019 - 09.2020
- Prepared balance sheets, cash flow reports and income statements.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Reviewed documents and data to give accurate presentations and forecasts to upper management.
- Managed outstanding balance amounts by evaluating reports and determining collection statuses.
Controller
Acrisure Commercial Insurance Solutions
Dallas, TX
06.2004 - 09.2019
- Developed comprehensive financial models to support management in forecasting and scenario analysis.
- Increased flow of financial information throughout company by improving communication strategies.
- Enhanced financial reporting accuracy by streamlining accounting processes and implementing internal controls.
- Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
- Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
- Increased cash flow by diligently managing accounts receivable and implementing effective collection strategies.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Calculated salesperson commissions based on established parameters and disbursed payments.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
- Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Managed outstanding balance amounts by evaluating reports and determining collection statuses.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Managed budgeting process, aligning departmental budgets with organizational goals and monitoring performance against targets.
- Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
- Reviewed documents and data to give accurate presentations and forecasts to upper management.
- Ensured timely financial statement preparation, allowing for better decision-making and strategic planning.
- Managed payroll data entry and processing for 40 employees to comply with predetermined company guidelines.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Formulated strategic plans and supported tactical initiatives to execute cost-savings deliverables.
- Established robust internal control framework, minimizing the risk of fraud and ensuring compliance with regulations.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Oversaw accounts payable and receivable operations for Insurance business with $4,000,000.00 in monthly expenses.
- Introduced internal controls to monitor critical areas of financial control and devised corrective actions to address risks or deficiencies.
- Reviewed processes and procedures to guide program implementation and optimize auditing.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Prepared detailed variance analyses on a monthly basis, enabling more effective tracking of actuals versus forecasted figures.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
- Enhanced quality and currency of financial information by overseeing revenue collection systems.
- Prepared balance sheets, cash flow reports and income statements.
- Led cross-functional teams in the implementation of new accounting software, improving overall efficiency within the finance department.
- Supported merger and acquisition activities through due diligence efforts and post-acquisition integration.
Accounting Manager
The Assured Group
Dallas, TX
06.2002 - 06.2004
- Enhanced financial accuracy by implementing streamlined accounting processes and procedures.
- Achieved timely financial reporting through diligent preparation and analysis of monthly, quarterly, and annual reports.
- Reduced discrepancies in financial data with thorough account reconciliations and adjustments.
- Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of the reports generated.
- Coordinated efforts between the accounting team and other departments to ensure accuracy in interdepartmental transactions recording and proper cost allocation.
- Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
- Managed banking reconciliations and monthly balance sheet statements.
- Managed journal entries, collection efforts, reconciliations, and payroll processing.
- Completed bi-weekly payroll for company employees.
- Generated monthly and quarterly financial statements for executive review.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Created and maintained financial databases for data entry, tracking and reporting.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Utilized financial software to prepare consolidated financial statements.
- Established and checked coding procedures, monitored reports and updated internal files.
- Conducted financial due diligence on potential investments and acquisitions.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Education
Bachelor of Science - Accounting
University of Phoenix
Tempe, AZ07.2011
Skills
- Accounting Management
- Internal Controls Development
- Internal Control Management
- Month-End and Year-End Closings
- General Ledger Accounting
- Monitoring Expenditures
- Balance Sheet Management
- Staff Management
- Peachtree Expertise
- Financial Planning
- Corporate Financial Strategy
- Business Administration
- Office Workflow Improvements
- Payroll Processing
- Financial Controls Implementation
- Audit Process Management
- Commission Calculation
- Team Oversight
- Sage 500 Expertise
- Account and Ledger Reconciliations
- Financial Budgeting and Reporting
- Monthly Closings
Quote
It's fine to celebrate success but it is more important to heed the lessons of failure.
Bill Gates
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeContract WorkPart TimeWork Location
RemoteImportant To Me
Work-life balanceHealthcare benefitsPaid sick leaveCompany Culture401k matchPaid time off4-day work weekTeam Building / Company RetreatsFlexible work hoursWork from home optionStock Options / Equity / Profit SharingPersonal development programsAccomplishments
- Optimized workflow and reduced variances by recommending and introducing new accounting software.
- Introduced accounting procedures and stronger financial controls to improve financial reporting.
- Achieved Broker Payables by completing payments with accuracy and efficiency.
- Supervised team of 20 staff members.
Software
Sage 500 Construction Software
Applied Epic Insurance Software
Nexsure Insurance Software
AMS 360 for Personal Lines
Quickbooks Desktop & Online Versions
Timeline
Financial Controller
MELS ELECTRIC LLC
03.2021 - Current
Controller
Frontier Waste Management
09.2019 - 09.2020
Controller
Acrisure Commercial Insurance Solutions
06.2004 - 09.2019
Accounting Manager
The Assured Group
06.2002 - 06.2004
Bachelor of Science - Accounting
University of Phoenix
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