Lisa Robles
Miramar Beach,Florida
Summary
Results-driven CPA and Certified Fraud Examiner with 17 years of experience in financial reporting, audit leadership, forensic accounting, and operational finance. Expertise in strengthening internal controls, optimizing financial reporting processes, and leading accounting teams. Experience advising executive leadership on complex financial engagements and supporting strategic transactions, including private equity acquisitions. Industry knowledge spans construction, franchising, manufacturing, government, and nonprofit organizations.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Audit Senior Manager
Saltmarsh, Cleaveland & Gund
01.2024 - Current
Audit Manager
Saltmarsh, Cleaveland & Gund
12.2022 - 12.2023
- Lead complex financial statement audits across multiple industries, ensuring compliance with GAAP and regulatory standards.
- Manage all phases of the audit lifecycle including planning, risk assessment, execution, and reporting.
- Perform quality of earnings engagements supporting mergers, acquisitions, and private equity transactions.
- Advised client leadership on technical accounting and financial reporting matters, influencing strategic decision-making.
- Recommended enhancements to internal controls, financial reporting processes, and operational efficiencies for clients.
- Supervised and mentored accounting professionals while managing multiple concurrent engagements to ensure audit quality.
Forensic Accounting Manager
Carr, Riggs & Ingram
Miramar Beach, USA
10.2021 - 12.2022
Forensic Accounting Supervisor
Carr, Riggs & Ingram
Miramar Beach, USA
08.2018 - 09.2021
- Led forensic accounting engagements including fraud investigations, financial reconstructions, and litigation support.
- Managed engagement teams, coordinating investigative procedures that addressed financial misconduct across multiple industries.
- Analyzed complex financial transactions and prepared detailed reports that supported legal proceedings and mediation outcomes.
- Evaluated internal control environments, recommending enhancements that mitigated fraud risk and bolstered financial oversight.
Accounting Manager
Another Broken Egg of America, Inc.
Miramar Beach, USA
05.2016 - 08.2018
- Directed accounting operations for the corporate office and two company-owned restaurant locations within a national franchise system.
- Managed financial reporting, general ledger activity, accounts payable, accounts receivable, and royalty revenue processes to ensure accurate financial oversight.
- Prepared monthly financial statements and presented operational and financial analysis to executive leadership, facilitating informed decision-making.
- Led budgeting and financial performance analysis for corporate operations and company-owned locations.
- Developed and implemented internal controls to support rapid organizational growth.
- Supported executive leadership during private equity acquisition with comprehensive financial reporting and analysis, enhancing strategic planning.
Audit Supervisor
Warren Averett
Fort Walton Beach, USA
07.2015 - 04.2016
Audit Senior
Warren Averett
Fort Walton Beach, USA
08.2013 - 06.2015
- Managed audit engagements for diverse clients, ensuring compliance and accuracy across various sectors including construction, nonprofit, government, and homeowners’ associations.
- Supervised audit teams and reviewed workpapers, financial statements, and audit reports prior to partner review.
- Prepared and reviewed financial statements and footnote disclosures in accordance with GAAP.
- Performed Single Audits and governmental audits in accordance with Government Auditing Standards.
- Delivered internal control consulting and risk assessment services, enhancing clients' operational effectiveness and compliance.
Senior Auditor
Saltmarsh, Cleaveland & Gund
Fort Walton Beach, USA
01.2012 - 08.2013
Staff Auditor
Saltmarsh, Cleaveland & Gund
Fort Walton Beach, USA
10.2008 - 12.2011
- Coordinated planning and execution of audit procedures, prepared financial statements, and drafted comprehensive audit reports.
- Executed audit, review, and compilation engagements for diverse clients, ensuring compliance and accuracy across multiple industries.
- Provided financial reporting and internal control recommendations to enhance client operations and compliance.
- Conducted account analysis, reconciliations, and financial variance investigations.
Education
Bachelor of Science - Accounting
University of Maryland
Heidelberg, Germany05-2007
Skills
- Audit & Regulatory Compliance
- Internal Controls & Risk Management
- GAAP Compliance
- Financial Reporting & Close Process
- Budgeting & Forecasting
- Quality of Earnings & Transaction Support
- Fraud Investigations & Forensic Accounting
- ASC 606 Revenue Recognition
- ASC 842 Lease Accounting
- Accounting Operations Management
- Construction Accounting
- HOA & Condominium Accounting
- Financial Systems & Process Improvements
- Microsoft Excel
- QuickBooks
- Xero
- Appfolio
- Crunchifi Lease Software
- Team Leadership & Staff Development
- Microsoft Word
Certification
- CPA – Certified Public Accountant, Florida
- CFE – Certified Fraud Examiner
- CIT – Construction Industry Technician
Timeline
Audit Senior Manager
Saltmarsh, Cleaveland & Gund
01.2024 - Current
Audit Manager
Saltmarsh, Cleaveland & Gund
12.2022 - 12.2023
Forensic Accounting Manager
Carr, Riggs & Ingram
10.2021 - 12.2022
Forensic Accounting Supervisor
Carr, Riggs & Ingram
08.2018 - 09.2021
Accounting Manager
Another Broken Egg of America, Inc.
05.2016 - 08.2018
Audit Supervisor
Warren Averett
07.2015 - 04.2016
Audit Senior
Warren Averett
08.2013 - 06.2015
Senior Auditor
Saltmarsh, Cleaveland & Gund
01.2012 - 08.2013
Staff Auditor
Saltmarsh, Cleaveland & Gund
10.2008 - 12.2011
Bachelor of Science - Accounting
University of Maryland