LisaA Lockhart

Email: abqcd2@r.postjobfree.com

Address: **** ********** ***

City: West Chester

State: OH

Zip: 45069

Country: USA

Phone: 513-***-****

Skill Level: Director

Salary Range: $150,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Lisa A. Lockhart, CPA, MSA, CGMA...

8057 Timbertree Way * West Chester, OH 45069 * abqcd2@r.postjobfree.com * 513-***-****

Senior Finance Executive who formulates and implements financial processes and controls that support sustainable growth and profitability. Skilled at identifying and quickly rectifying critical issues - to reverse negative trends and enhance the bottom line. Ethical change agent and go-to problem solver with proven success in turning around and stabilizing underperforming businesses. Inspirational leader who cultivates productivity and fosters consensus-based alignment to drive business objectives. Select accomplishments:

Turned around Company from near-bankruptcy to profitability by eliminating $1 million in legacy debt, 1986-1991.

Cut Benefits Costs by identifying new workers' compensation groups, 1995-1997.

Improved Cash Flow by stepping up collections eliminating backlog of outstanding receivables, 1991-1995.

Reporting and Regulatory Compliance - Manage preparation of financial statements, project reports, tax returns, GL, payroll, AP/AR, US GAAP, SEC, and ensure Sarbanes-Oxley (SOX) compliance.

Leadership Strengths for Optimal Results

Capital and Operating Budgeting

Financial Analysis and Reporting

Forecasting and Due Diligence

Team Building

Project Management

Credit and Collections

Strategic Planning

Tax Planning

Financial Statements

General Accounting

Industries - Healthcare / Construction / Manufacturing / Non-Profits / Retail

Education

Masters of Science in Accountancy, University of Phoenix, West Chester, OH,, 2011

BSA, Accounting, College of Mount Saint Joseph, Cincinnati, OH, 1994, Summa Cum Laude

BSBA, Concentration in Management, 1994. Summa cum Laude

Maximizing Potential with Leadership and Sound Financial Acumen

Lockhart CPA Consulting, West Chester, OH, 1997-Present

Specialized in accounting services, tax preparation, software implementation, financial analysis, budgeting and forecasting, and training for small to medium size businesses and individuals.

CERTIFIED PUBLIC ACCOUNTANT / CONSULTANT

Served as part-time controller and bookkeeper for companies. Conducted staff training in areas such as software utilization, accounting practices and controls, and office procedures. Oversaw payroll, tax services, management consulting, and financial reviews. Held full P&L responsibility.

Improved efficiency and cash flow for clients by converting manual accounting processes to automated systems. Converted outdated software to new packages.

Carried out financial setup for two non-profit organizations and balanced year-to-date figures. Implemented and configured complete accounting systems and performed all training.

Performs as an interim Controller or Chief Finance Officer.

Software Packaging Association, Loveland, OH, 1995-1997

Company with expertise in the packaging and supply chain needs for all types of industries.

CONTROLLER

Managed accounting functions for main office plus wholly-owned subsidiary. Enhanced operations by developing and implementing new accounting policies and procedures. Directed generation of consolidated financial statements, project reports, filing of federal, state, local, and sales, and tax returns. Oversaw HR operations, including employee on-boarding, personnel maintenance, and benefits. Held P&L responsibility with 5 direct reports.

Improved efficiency and accuracy by automating accounting systems.

Updated financial reporting for both entities, including general ledger and verified account balances.

Introduced standardized controls and procedures in multiple operational areas.

Increased productivity by implementing standard job descriptions and timesaving methods.

R.J. Beischel Building Co., Cincinnati, Ohio, 1991-1995

Provider of construction services for Tri-State institutions and businesses.

CONTROLLER

Directed financial operations for multimillion-dollar Company. Increased efficiency by implementing groups, making team goals which in turn trigger better productivity. Enhanced compliance by introducing standardized controls, and implementing internal controls. Performed job costing, including profit reconciliation, ROI valuations, and estimating. Carried out forecasting, collections, and purchasing. Trained personnel in new procedures and systems. Held P&L responsibility with 4 direct reports.

Reduced costs by negotiating better payment terms and discounts with vendors.

Saved thousands of dollars per year by re-categorizing employees and enrolling company in group workers' compensation plan.

Decreased audit fees annually by implementing and leading improved audit process.

Produced major savings by eliminating need for outside CPA, except for yearly audits.

Krieg Family Plumbing, ACCOUNTING MANAGER, Springfield, OH, 1986-1991

Eliminated outstanding debt, obtained discounts, and re-established lines of credit.

Led conversion from manual accounting processes to Peachtree accounting system.

Red Roof Inns, NIGHT AUDITOR, Dayton, OH, 1982-1986

Performed all internal auditing standards. Implemented missing internal controls.

Advised management to install hidden cameras in the office, a sample of guest rooms, and the laundry to prevent theft, fraud, and abuse.

Certification and Training

Certified Public Accountant, active license in Ohio. Sat for and passed all four sections of CPA exam, 5/1991 three years before college graduation.

Chartered Global Management Accountant; Issued October 31, 2012

Ohio Notary Public: Expires May 9, 2014

Computer Proficiency - MS Office, Word, Excel, PowerPoint, Access, Peachtree, MAS90, Great Plains, QuickBooks, Timberline, Computer Ease.

Awards and Recognition

WorldWide Who`s Who Top Female Executives 2012

WorldWide Who`s Who Registry of Elite American Executives 2012-2013 Edition

Named VIP and Woman of the Year 2010/2011 by the National Association of Professional Women

Selected by University of Phoenix Lambda Sigma Chapter of the International Business Honor Society, Delta Mu Delta (DMD)

Junior Achievement (JA), Volunteer - Teach Economics, Finance, and Personal Finance classes to Juniors and Seniors

University of Phoenix - Volunteer mentoring two students in Accounting.

Award of Appreciation for Support and Encouragement to Second Year Accounting Students at

Clark State Community College, 1993

VIP-Member of Madison's Who's Who and Strathmore's Who`s Who

Professional Affiliations

Ohio Society of Certified Public Accountants / American Institute of Certified public Accountants

National Association of Professional Women, VIP Membership / National Association of Female Executives

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