Financial Reporting General Ledger

LISA HOLMES-SEVIER

Chicago, IL 773-***-**** ********@*****.***

PROFESSIONAL SUMMARY

Enterprising, hard-working, and technically skilled accounting professional known for extensive knowledge of the general ledger, attention to detail, and savvy communication skills. Maintained organizational budgets of $15 million and $10 million annually and a grant budget of $2 million. Operated on federal such as HRSA and ICJIA grants as well as state grants funded by IDHS, DCFS: local grants funded by the City of Chicago DFSS. Managed several large contracts and federal grants. The ability to build rapport and influence different levels of management have been the cornerstone of my career success. Create financial goals while maintaining cash flow management and supervising the financial team to meet strategic outcomes for the organization. Motivated and backed with solid educational credentials; seeking a challenging position on a driven team within a company that cultivates leadership.

SKILLS

• Microsoft Office (Word, Excel, Access, Adobe, and PowerPoint) • MIP Non-For-Profit Accounting Software • QuickBooks 2013

• Point of Sale • ADP Workforce Now • QuickBooks Desktop

• QuickBooks Cloud-Based Accounting • Sage Intacct • Cloud-Based Implementation and Integration

EXPERIENCE

Assistant Controller

CATHOLIC CHARITIES OF THE CHICAGO ARCHDIOCESE Chicago, Il January 2023 - Current

• Oversees all aspects of financial management, including non-profit, partnership, and corporate accounting, regulatory and financial reporting, budget, and forecast preparation.

• Oversees the reporting of 30 multiple grants monthly, quarterly, and annually.

• Ensure quality control over financial transactions and financial reporting.

• Manage and comply with local, state, and federal government reporting requirements and tax filings.

• Monitor, analyze, and maintain financial transactions and accounting for a wide variety of social service programs funded by federal, state, and local grants and allocations.

• Maintain knowledge of department operations and systems.

Consultant, Accounting

Monarch Remote January 201 - Current

• Financial analysis: Reviewing financial statements, identifying trends, and providing insights to improve profitability and cost control.

• Budgeting and forecasting: Assisting in developing accurate budgets, monitoring expenditures, and forecasting future financial performance.

• Internal controls: Assessing and enhancing internal controls to mitigate financial risks.

• Managing employee concerns, resolving conflicts, and promoting positive workplace culture

Director of Finance (2021-2023)

INNER-CITY MUSLIM ACTION NETWORK Chicago, Il January 2019 - January 2023

• Hired as a staff accountant and promoted to Senior Finance Manager

• As a part of the senior leadership team in strategic decision-making and operations, tasked with enhancing quality programming and building capacity.

• Developed and documented business processes and accounting policies to maintain and strengthen internal controls.

• Managed and led annual budgeting and planning process in conjunction with the ED; administered and reviewed financial plans and budgets; monitored progress and changes and kept senior leadership team abreast of the organization's financial status.

• Integrated systems from QuickBooks online to the MIP system, creating a mapping and new chart of accounts for the new updated system.

• Worked with HR Manager to further develop IMAN's human resources and administration, enhancing professional development, compensation and benefits, performance evaluations, training, and recruiting with a 10% increased retention rate.

• Established and managed a comprehensive training program to educate employees regarding staff tools, policies, and procedures.

• Analyzed and presented financial reports in an accurate and timely manner; clearly communicated monthly and annual financial statements; collated financial reporting materials for all donor segments and oversaw financial, project/program and grants accounting.

• Coordinated and led the annual audit process, including A-133.

• Developed and implemented financial risk management strategies.

EDUCATION

Master of Business Administration, Human Resources

Southern New Hampshire University, Manchester, NH

Master of Business Administration, Accounting

Bachelor of Science, Business Administration/Accounting

Robert Morris College, Chicago, IL

COMMUNITY SERVICE

• The Restorative Project, Board Member & Finance Committee Chair

• Englewood Hero’s, Volunteer

WEBSITE, PORTFOLIO AND PROFILES

https://www.linkedin.com/in/lisasevier

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