Summary
Overview
Work History
Education
Skills
Timeline
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Lisa Yates

Lisa Yates

Heiskell,TN

Summary

Highly efficient and organized Manager and Accountant with a strong focus on maximizing revenue and net profit output. Over 20 years of experience in business and accounting office management, successfully setting up and directing accounting departments, conducting system reviews, and providing financial reporting and analysis for public and private corporations as well as small businesses. Pro-active management style utilizing an open-door policy for effective communication. Experienced in personnel, administrative, and accounting management, customer relations, and human resource affairs. Expertise in business organization, streamlining, motivation, automated general ledger accounting systems, audit management, and staff training. Outstanding interpersonal and communication skills.

Overview

28
28
years of professional experience

Work History

CFO

Confidential
09.2013 - Current
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Oversaw a team of accounting professionals.
  • Spearheaded the implementation of a new financial reporting system, resulting in more accurate and timely data for decision-making purposes.
  • Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified.
  • Ensured compliance with all regulatory requirements by staying current on industry developments and implementing necessary controls within the organization.
  • Refined internal control procedures, strengthening the overall integrity of financial data captured within the system.
  • Championed the adoption of new financial technologies, keeping the organization at the forefront of industry advancements while maximizing efficiency in daily operations.
  • Oversaw all financial aspects of the company.
  • Mentored finance team members, fostering a culture of professional growth and skill development within the department.
  • Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
  • Oversaw the preparation and submission of all tax filings, mitigating potential risks associated with noncompliance.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Monitored key business risks and established risk management procedures.

Operations Manager

Store4Strings
03.2008 - 09.2013
  • Operations Manager
  • Daily operation of business
  • Duties include: Total store management, establishing and maintaining customer base, motivating, guiding and counseling instructors and front end staff, scheduling, human resources, Full scope Accounting including financial statement preparation and analysis, tax reporting, payroll, accounts receive, accounts payable, account reconciliations and inventory.
  • Established and created accounting system, scheduling system, inventory recording practices, and human resource management procedures.
  • Store4Strings: Instrument Sales, Service, Instruction and Internet Retailer.

General Manager

The Golf Club at Cypress Creek
12.2001 - 04.2008
  • Management of a 2.5 million dollar a year facility.
  • Seven years directing and managing facility first as an assistant manager and then as the General Manager. Golf Club Facility: 18 hole course, driving range, club house, pro shop, bar and fine dining restaurant: Golf Tournaments, Weddings, Banquets, Seminars, Holidays, and more.
  • Duties included: Total facility management, motivating and guiding department heads, building and maintaining memberships and guest revenue. Human resources management, full scope accounting including financial statement preparation, analysis, tax reporting, payroll, accounts receivable, accounts payable, account reconciliations and inventory.
  • Implemented business strategies, increasing revenue, and effectively targeting new markets.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Drove the successful execution of numerous large-scale events/promotions while closely managing costs/budgetary constraints associated with event planning/management activities.
  • Established comprehensive employee training programs to develop skills, improve productivity, and maintain compliance with industry regulations.
  • Championed continuous improvement initiatives that enhanced operational performance across all departments.
  • Boosted employee retention by developing comprehensive benefits package and fostering positive work environment.
  • Analyzed market trends/data to identify potential opportunities for business growth within existing or emerging markets successfully.
  • Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
  • Fostered culture of continuous improvement, introducing regular review sessions that boosted team performance and morale.
  • Negotiated with suppliers to secure better pricing, reducing operational costs while maintaining product quality.
  • Substantially reduced significant audit adjustments through better financial controls. Successfully implemented company standards, financial controls and accounting system, launching of club restaurant from ground to $800k yearly gross income in less than two years.
  • Managed budget development, forecasting, and financial reporting processes to track progress towards organizational objectives accurately.

General Manager

Oral Reconstructive Sciences
01.1997 - 12.2001
  • Full charge Management : General, Departmental, and Administration
  • Supervision of 15 employees
  • Full Service Dental Laboratory
  • Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
  • Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
  • Developed and implemented strategies to increase sales and profitability.
  • Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
  • Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
  • Managed budget development, forecasting, and financial reporting processes to track progress towards organizational objectives accurately.
  • Formulated policies and procedures to streamline operations.
  • Championed continuous improvement initiatives that enhanced operational performance across all departments.
  • Improved operational efficiency by streamlining workflow processes and adopting cutting-edge technology.
  • Addressed customer complaints and feedback with immediate action, turning dissatisfied customers into loyal patrons.

Education

Master of Science - Accounting

Strayer University
Tampa, FL

AA degree - courses

Hillsborough County Community College

Skills

  • Cash flow optimization
  • Risk management proficiency
  • Adaptability to change
  • Regulatory compliance
  • Continuous learning mindset
  • Performance metrics analysis
  • Working capital management
  • Financial analysis expertise
  • Cross-functional team leadership
  • Budget development
  • Financial reporting
  • Business forecasting
  • Operational decision making
  • Fiscal management
  • Financial strategy development
  • Audit coordination
  • Operational management
  • Corporate leadership
  • Strategic planning

Timeline

CFO

Confidential
09.2013 - Current

Operations Manager

Store4Strings
03.2008 - 09.2013

General Manager

The Golf Club at Cypress Creek
12.2001 - 04.2008

General Manager

Oral Reconstructive Sciences
01.1997 - 12.2001

AA degree - courses

Hillsborough County Community College

Master of Science - Accounting

Strayer University

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Lisa Yates