Summary
Overview
Work History
Education
Skills
Referral List
Websites
Community Volunteer
Timeline
OfficeManager
Lucas Boeke

Lucas Boeke

Corporate Controller
Greater Chicagoland Area,IL

Summary

Corporate Controller with extensive experience in managing accounting operations, budgeting, and internal control policy development. Proven track record in enhancing financial processes and productivity through strategic planning and collaboration with senior management. Recognized for leadership in streamlining financial management and implementing effective process improvements.

Overview

23
23
years of professional experience

Work History

Corporate Controller

RWS DESIGN AND CONTROLS, INC.
05.2023 - 05.2025
  • Managed annual budget of $70 million while overseeing financial operations.
  • Compiled and prepared internal financial statements for ownership team review.
  • Ensured compliance by preparing Sales and Use Tax reports for 35 states.
  • Implemented in-house payroll system for over 100 employees to enhance efficiency.
  • Negotiated higher money market rates through effective banking relationship management.
  • Organized year-end working papers for presentation to third-party CPA firm.
  • Supervised team of 10 across accounting, purchasing, and front desk departments.
  • Executed month-end and year-end fiscal closings in accordance with GAAP procedures.

Accountant and Tax Professional

BOEKE & ASSOCIATES, LTD. / BENNING GROUP, LLC
Rockford
09.2013 - 04.2023
  • Compiled financial statements, federal and state tax returns, and payroll tax reports.
  • Consulted business owners on financial goals and year-end tax strategies.
  • Specialized in succession planning for current and future business ownership.
  • Resolved client notices from Internal Revenue Service and Illinois Department of Revenue.
  • Prepared multiple PPP loans and managed forgiveness applications during Covid-19 pandemic.
  • Filed Employee Retention Credit applications for qualified businesses.
  • Communicated with clients about monthly accounting and financial objectives.
  • Increased company revenue through new client acquisitions year over year.

General Manager and Director, Support Services

SODEXO / VISTA MEDICAL CENTER
Waukegan
01.2007 - 08.2013
  • Managed a $5 million dollar budget with 2 department managers and 63 FTE’s to provide environmental services, linen services, and concierge services to patients, family members, medical staff, and guests.
  • Served on the Environment of Care Committee as Haz-Mat Coordinator, responsible for chemical spills and decontamination.
  • Responsible for all employee recruiting, onboarding, training and development, departmental leadership, and organization
  • Successfully increased patient satisfaction survey scores from 50th percentile ranking to the 85th percentile ranking
  • Improved Healthcare Executive Leadership satisfaction scores, leading to additional responsibilities and services for organization
  • Implemented a successful departmental safety committee to lower worker compensation claims and on the job injuries

Director of Environmental Services

MEDI-DYN, INC. / MEMORIAL HERMAN - NW HOSPITAL
Houston
01.2005 - 01.2007
  • Managed $3 Million Dollar department with 2 department managers and 52 FTE's
  • Responsible for the cleanliness and sanitation for healthcare setting
  • Implemented new cleaning procedures to improve the prevention of cross contamination from patient room to patient room

Associate Director of Environmental Services

MEDI-DYN, INC. / UNIVERSITY OF COLORADO HOSPITAL
Denver
01.2002 - 01.2007
  • Assisted the department director manage a $6 Million Dollar budget with 5 managers and 95 FTE's
  • Responsible for content development and execution of departmental meetings
  • Oversaw employee recruiting, casting, onboarding, development and corrective coaching

Education

Master of Science - Accounting

University of Phoenix
Phoenix, AZ

Bachelor of Arts - Business Administration

Central College
Pella, IA

Skills

  • Financial reporting and GAAP compliance
  • Budget management and administration
  • Tax compliance and payroll administration
  • Cash flow management
  • Internal controls
  • Team leadership
  • Accounts payable and receivable invoicing
  • ERP system expertise

Referral List

  • Frank Wehrstein, President – Dickerson Nieman Realtors, 6277 E. Riverside Blvd, Rockford, IL, 61114, 815.262.8210
  • Sarilyn Nieber, Senior Vice President – Foresight Financial, 4402 Peak Dr., Loves Park, IL, 61111, 815.988.3244
  • Erik Chamberlain, President – Beloit Box Board Co. Inc., 801 2nd St., Beloit, WI, 53511, 608.751.0266
  • Angie Ostler, President – Quantum Design Inc., 7550 Quantum Ct., Caledonia, IL, 61011, 815.222.0952

Community Volunteer

  • Volunteer, Girls on the Run
  • Volunteer, Chicago Marathon
  • Volunteer, Chicago Triathlon
  • Volunteer, Village of Huntley Park District
  • Volunteer, Michael J Fox Foundation

Timeline

Corporate Controller

RWS DESIGN AND CONTROLS, INC.
05.2023 - 05.2025

Accountant and Tax Professional

BOEKE & ASSOCIATES, LTD. / BENNING GROUP, LLC
09.2013 - 04.2023

General Manager and Director, Support Services

SODEXO / VISTA MEDICAL CENTER
01.2007 - 08.2013

Director of Environmental Services

MEDI-DYN, INC. / MEMORIAL HERMAN - NW HOSPITAL
01.2005 - 01.2007

Associate Director of Environmental Services

MEDI-DYN, INC. / UNIVERSITY OF COLORADO HOSPITAL
01.2002 - 01.2007

Master of Science - Accounting

University of Phoenix

Bachelor of Arts - Business Administration

Central College
Lucas BoekeCorporate Controller
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