LISA SMITH, CPA
McKinney,TX
Summary
Highly skilled and detail-oriented Accounting professional with over 25 years of experience in financial management and accounting. Adept at overseeing financial operations, preparing financial reports, and analyzing financial data to drive business decisions. Proven track record of leading a team and implementing cost-saving strategies. Seeking an opportunity to utilize my expertise in accounting and finance to contribute to the success of a dynamic organization.
Overview
27
27
years of professional experience
1
1
Certification
Work History
CUSO CFO
Credit Union of Texas
2016.11 - 2023.10
- Served as key member of executive leadership team providing guidance on all short and long term financial goals
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Supervised accounting team to ensure timely and accurate reporting while adhering to all regulations
- Served as key point of contact for regulators and internal/external auditors.
- Oversaw budgets, payroll, and accounts payable and receivable.
CUSO Controller
Credit Union of Texas
2005.08 - 2016.11
- Oversaw the preparation and analysis of financial statements for internal and external reporting
- Prepared various management reports, financial analysis, cash forecasting, budgeting and general ledger reconciliations/maintenance
- Coordinated all internal and external audits and examinations
- Assisted management team with short-range and long-range strategic planning.
State & Local Tax Manager
Celanese Corporation
2000.11 - 2005.08
- Responsible for over $18 million in annual state and local taxes for all U.S and Canadian entities.
- Coordinated all audits, including state mandated and recovery audits
- Team leader in developing and implementing internal control procedures through Sarbanes-Oxley certifications.
- Collaborated with cross-functional teams to ensure seamless integration of tax considerations into business decisions.
Sr. Property Tax Consultant
Deloitte
1996.06 - 2000.11
- Managed a diverse portfolio of clients across a variety of industries such as manufacturing, chemical/processing, telecommunications, utility and transportation
- Prepared valuations utilizing cost estimations, cash flow, risk, and capitalization rate studies.
- Maximized tax savings for clients by identifying exemptions, abatements, and other applicable incentives.
Education
BBA - Accounting
Texas State University
San Marcos, TX01.1994
Skills
- Team leadership
- Strong analytical & problem solving skills
- Adaptability to change
- Critical thinking
- Strong GAAP knowledge
- Financial statement preparation and analysis
- Budget forecasting
- General ledger accounting
- Bank and GL reconciliations
- Cash Flow Management
Certification
Certified Public Accountant
Timeline
CUSO CFO
Credit Union of Texas
2016.11 - 2023.10
CUSO Controller
Credit Union of Texas
2005.08 - 2016.11
State & Local Tax Manager
Celanese Corporation
2000.11 - 2005.08
Sr. Property Tax Consultant
Deloitte
1996.06 - 2000.11
BBA - Accounting
Texas State University
Certified Public Accountant
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