Lisa Wells, CPA
Moseley,VA
Summary
Experienced Controller with more than 20 years of success. Skilled in uncovering opportunities to improve financial growth, risk management and internal controls when managing all accounting functions. Prepared to bring talent and expertise to organization offering opportunities for advancement.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Controller
Yard Works, LLC
Moseley, VA
02.2012 - Current
- Complete journal entries, reconciliations and account analysis to prepare monthly financial documents and general account management.
- Mitigate risk by implementing internal controls and safeguards for inventory, revenues and expenditures.
- Provide cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
- Work with leadership team and owners to create annual budget and track actual expenses against projected expenses.
- Prepare balance sheets, cash flow reports and income statements.
- Direct corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
- Supervise employees performing financial reporting, cost accounting, billing and collections, and payroll. Ensure cross training of employees.
- Conduct and coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
- Prepare and submit tax forms for sales tax, property tax, and fuel tax for 13 locations as well as prepare necessary schedules for tax professionals.
President
Hix Heating & Air Conditioning, Inc
Richmond, VA
06.2000 - 12.2011
- Oversaw all aspects of business operations
- Responsible for hiring, training, and supervising employees and performing all company human resource functions
- Performed all accounting and tax functions including accounts payable and receivable, inventory, weekly payroll processing, general ledger entries, bank reconciliations, and monthly financial statement preparation
- Prepared payroll tax filings and all corporate income and business tax returns
- Answered customer questions and resolved customer complaints with goal of ensuring a positive customer experience
- Responsible for all marketing efforts
- Provided technical support - set up wireless connections, updated all software programs when needed, and resolved computer issues.
Audit Manager
Deloitte
Richmond, VA
06.1994 - 05.2000
- Responsible for conducting external audits of clients' financial statements and review of quarterly financial information
- Oversaw the day-to-day operations of multiple engagements and was involved with legal, regulatory, and accounting issues that arose during the audit engagements
- Supervised staff auditors, prepared audit strategy and business plans, set and monitored budgets, scheduled audits, selected staff, and assigned work loads, and financial reporting
- Ensured the timely delivery of quality audit services
- Rated as a top performer that easily adapted to client cultures
- Developed and motivated engagement staff and provided them with counseling and career guidance
- Actively participated in campus recruiting.
Education
Bachelor of Science - Accounting
Virginia Commonwealth University
Richmond, VA05.1994
Skills
- Financial Reporting and Documentation
- Internal Control Management
- GAAP Compliance
- Auditing
- Cost Accounting
- Budgeting
- Data Analysis
- Customer Service
- Contract Negotiation
- ERP System Implementation
- Sage 100 Expertise
- Microsoft Office
- QuickBooks
Certification
- CPA - Certified Public Accountant
Timeline
Controller
Yard Works, LLC
02.2012 - Current
President
Hix Heating & Air Conditioning, Inc
06.2000 - 12.2011
Audit Manager
Deloitte
06.1994 - 05.2000
Bachelor of Science - Accounting
Virginia Commonwealth University
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