Sales Real Estate
Resume:
LISA A. WAGGONER, CPA
Scottsdale, Arizona 85255
Mobile Phone 480-***-****
E-Mail: abjb4f@r.postjobfree.com
RELEVANT SKILLS
Accounting & Financial Analysis Budgeting and Planning
Staff Selection & Development
Project Management Internal
Controls & Audit Corporate Tax Preparation
Acquisition Reviews Controllership
Strong Organizational Skills
Professional Experience and Accomplishments
LISA A. WAGGONER, CPA
1991 to Present
Principal
A financial portfolio outsourcing firm supporting small and medium sized
business by providing financial management, tax preparation, bookkeeping,
payroll tax services and general business consulting.
LZ DELTA, LLC
2008 to 2009
$20M firm operating two motorcycle dealerships selling multiple brands.
The company also provides replacement parts sales, service and repair, and
warranty repair work on behalf of the multiple OEMs.
Chief Financial Officer/Controller
Reported to the CEO. Strategized with CEO on cost saving measures,
inventory control, and financial alliances. Managed a team of 35
professionals plus suppliers with a $20M budget.
. Structured corporate financial department to handle growing needs of
business by improving management reporting for relevant KPIs
. Interfaced with Department of Motor Vehicles regarding licensing
issues for new entity
. Managed acquisition of second dealership and subsequently revised all
accounting systems at the new location so as to increase revenue by
$8M annually
. Sought out and managed new financing sources for customer purchases
thereby increasing sales 10%
. Established new policies for monitoring warranty work and subsequent
collection of billings resulting in 25% increase in warranty
collection rate
. Designed and prepared monthly financial statements, sales tax returns,
and all internal financial reports. Implemented a 5 day close process
resulting in 50% efficiency gain in reporting
. Along with other senior management, prepared strategies and goals for
entire company including acquisition of $10M in real estate
SERVICE SOLUTIONS GROUP, LLC, Phoenix, AZ
2004 to 2008
$35M business operating ten locations in four states offering a full range
of service-related activities for kitchen equipment maintenance and repair
services to the foodservice operations industry. Managed a staff of twelve
professionals.
Chief Financial Officer/Controller
Reported to the CEO and board of directors. Primary authority for the
company's financial management. Developed forecasting recommendations
based on total financial picture and goals. Managed a team of 50
professionals with a $35mm budget.
. Established all corporate accounting policies and procedures and
directed all financial accounting and reporting, treasury and cash
management, and budget preparation and monitoring
. Managed relationship with Swiss financial partner, banks, and vendors
. Key member of team responsible for acquisitions and new branch
openings resulting in 10% annual revenue increase
. Advised company on all tax matters as well as interfacing with local
CPA firm regarding tax preparation
. Advised company on human resource policies and programs as well as
401k reporting to TPAs
. Managed company annual financial audit as well as 401k plan audit
PARADISE VALLEY HOLDINGS, INC., Scottsdale, AZ
1996 to 2004
$35M company operated 160 locations in 17 states renting durable household
products such as home entertainment equipment, furniture, major appliances,
video merchandise and jewelry to consumers.
Chief Financial Officer/Controller
Reported to the CEO. Primary authority for the company's financial
management, budget planning/execution, taxation, payroll, and monthly and
annual reporting. Managed a team of 10 professionals with a $35mm budget.
. Initiated budget policies resulting in tighter control of company
assets and greater concentration of resources in those areas where
needed most
. Negotiated and arranged for $32.5 million of new financing to be used
for opening new store locations
. Led effort to divest company of unprofitable store locations resulting
in $3M annual savings
. Advised owner of the company on all tax matters, both corporately and
personally. Responsible for preparing income and sales tax returns in
seventeen states
. Part of a three person team which managed the company in the absence
of the owner for almost eighteen months
SOUTH CAROLINA RENTALS, INC., and SOUTHEASTERN RENTS, INC. Scottsdale, AZ
(and Athens, GA)
1991 to 1998
$22M company operated 45 locations renting durable household products to
consumers.
Chief Financial Officer/Controller
Reported to the CEO. Primary authority for the company's financial
management, budget planning/execution, taxation, payroll, and monthly and
annual reporting. Managed a team of 10 professionals with a $35mm budget.
. Designed and implemented accounting system for Greenfield operation
. Responsible for oversight of accounting department including all
accounts payable, daily cash management, and monthly and annual
financial reporting both internal and external
. Instrumental in negotiating to sell the company at the highest
multiple of revenues ever reported in the industry (12 times monthly
revenues)
WAGGONER AND COMPANY, CPAs, Athens, GA 1985
to 1991
Certified Public accounting firm specializing in tax, write-up and audit
engagements for small businesses in a broad variety of enterprises.
Principal/Owner
Major audit clients included city and county governments and large
construction firms. Other clients included manufacturing, service
industries, retailing, construction, franchise holdings, and joint
ventures.
EDUCATION & PROFESSIONAL CERTIFICATION
Bachelor of Business Administration (magna cum laude), University of
Georgia, Athens, Georgia (1983)
Certified Public Accountant - State of Georgia. Certificate Number 7609
Member, American Institute of Certified Public Accountants and Arizona
Society of CPAs
Arizona Licensed Real Estate Sales Agent
Graduate of Professional Institute of Real Estate - Sales Licensing (2010)
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