Lisa Watson
Hernando,MS
Summary
Results-driven accountant with expertise in revenue cycle, accounts receivable, accounts payable, financials, tax, and compliance. Known for strong leadership and effective communication skills, contributing to seamless project management and financial accuracy across multiple studios.
Overview
25
25
years of professional experience
7
7
years of post-secondary education
1
1
Certification
Work History
Project Accountant
LRK, Inc
Memphis, TN
09.2015 - 05.2026
- Setup new clients, consultants, and projects for the Memphis Architecture, Memphis Interiors, and Baton Rouge/New Orleans studios. Using Deltek Vision and Vantagepoint software.
- Collaborated with project managers to track contracts, labor, expenses, and timelines. Maintained project-related records, contracts and change orders.
- Oversaw financial revenue and invoice processing for projects for three studios and ensured timely payments to related consultants.
- Coordinated with clients to ensure payments were made according to contractual terms. Contacted clients regarding Accounts Receivable.
- Processed invoices and payment requests from consultants associated with projects.
- Reconciled general ledger accounts on a monthly basis. Processed journal entries for revenue, accounts receivable, and accounts payable.
- Prepared and distributed monthly financial packages to project managers.
Senior Business Analyst
Evans Petree, PC
Memphis, Tennessee
05.2011 - 06.2015
- Created Access queries and reports, Excel reports, and tax calculations as needed for clients and attorneys. Managed appeal inventory reports for Sr Partner.
- Analyzed clients' Income Statements and Profit and Loss Statements for appeals.
- Managed client billing for all appeals outside of Shelby County, TN. Assisted with Shelby County billing. Managed all Shelby County PILOTs for our clients by working with the City of Memphis and Shelby County to ensure they were properly calculated.
- Worked with the Assessors and Trustees of many Tennessee counties to ensure that refunds due to appeals were correctly processed. Researched outstanding refund checks.
- Setup new clients and properties in Javelan and Instantfile (Access). Prepared monthly bank reconciliations.
- Contacted clients regarding Accounts Receivable.
Senior Compliance Analyst
American Snuff Company, LLC
Memphis, TN
10.2008 - 04.2011
- Coordinated the updating SOX narratives, controls, and test procedures, reviewing quarterly test results, and annual SOX audit performed by RJ Reynolds' internal audit.
- Prepared mitigations for IT segregation of duty conflicts in SAP VIRSA program. Responsible for the quarterly review of IT SOX reports relating to VIRSA conflicts and SAP transactions. Helped with transition to SAP.
- Prepared monthly, quarterly, and annual sales/use and tobacco excise returns and reports for all states. Handled sales/use and tobacco excise tax audits for all states.
- Prepared property tax returns for Memphis HQ and Plant and other miscellaneous returns as required.
- Prepared monthly balance sheet reconciliations and journal entries as needed.
- Registered and maintained accounts in all states for sales/use, tobacco excise, withholding and unemployment taxes. Responsible for applying and renewing company and sales rep state tobacco licenses.
- Gathered and provided year-end information to corporate tax department for federal and state tax returns.
Financial Analyst/AR Supervisor
Medtronic Sofamor Danek
Memphis, Tennessee
05.2007 - 10.2008
- Prepared monthly balance sheet reconciliations and SOX reports. Prepared Aging, Bad Debt Analysis, and other reports for the department as needed.
- Trainer for SAP for Billing and Finance. Billing Lead and backup Lead for Customer Master.
- Oversaw Pitney Bowes invoice process.
- Managed two employees in the Accounts Receivable Department, which handled wire payments, offsets, write-offs, tax adjustments, AR corrections, and credit card charges for Sofamor Danek, Spinal Graft, Kyphon, and Navigation a combined AR of $400 million.
Associate Financial Analyst
Medtronic Sofamor Danek
Memphis, Tennessee
06.2006 - 05.2007
- Prepared monthly balance sheet reconciliations and SOX reports.
- Trainer for SAP Go-Live for Billing and Finance for conversion from JDEdwards. Processed Test Scripts for SAP Go-Live for Billing. Backup Lead for Customer Master.
- Oversaw Pitney Bowes invoice process, which total invoices exceeded $400 million.
Associate Tax Accountant
Medtronic Sofamor Danek
Memphis, Tennessee
05.2001 - 06.2006
- Prepared monthly, quarterly, and annual sales/use tax returns for all states (Vertex and Quantum software). Handled all sales/use and income/franchise tax audits.
- Prepared property tax returns for offices and consignment inventory.
- Prepared federal provision and returns for consolidated federal taxable income (CorpTax).
- Prepared income and franchise tax returns for all states (CorpTax).
- Responded to notices, researched adjustments, processed journal entries, and registered company in states for tax purposes. Managed tax interns.
Education
MBA -
Christian Brothers University
Memphis, TN 08.2002 - 12.2005
BBA - Accounting
Christian Brothers University
Memphis, TN 08.1998 - 05.2002
Skills
Invoicing Process
Accounts Receivable
Accounts Payable
Adaptability to New Software
Attention to Detail
Financials
Certification
- Certified Public Accountant (Inactive)
Timeline
Project Accountant
LRK, Inc
09.2015 - 05.2026
Senior Business Analyst
Evans Petree, PC
05.2011 - 06.2015
Senior Compliance Analyst
American Snuff Company, LLC
10.2008 - 04.2011
Financial Analyst/AR Supervisor
Medtronic Sofamor Danek
05.2007 - 10.2008
Associate Financial Analyst
Medtronic Sofamor Danek
06.2006 - 05.2007
MBA -
Christian Brothers University
08.2002 - 12.2005
Associate Tax Accountant
Medtronic Sofamor Danek
05.2001 - 06.2006
BBA - Accounting
Christian Brothers University
08.1998 - 05.2002