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Accounting Mental Health

Port Washington, NY
July 30, 2020

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LISA TAI ** Orchard beach blvd Port Washington NY 11050



Accounting and Finance Executive with experience managing $52 million to $300 Million budget multi-state or intonational corporations. Specialized in Start-ups to IPO venture capitalist funded companies. Created policies and structure to ensure GAAP and Governmental compliance for accounting, legal consultant and employment contracts for Human Resources, and network security and streamlining reporting with IT. Processed payroll of 25 to 7k employees. Governmental Agencies billing: Medicaid/ CFR / HUD / A133/ USAID / Endowment fund accounting for Foundations/ Individual bequests unitization reporting including investment strategies.

Supervision: Heavily involved in hiring/ training / creating procedures for accurate financial reporting, forecasting and budgeting to board and investors and creating internal controls to meet SOX requirements. Worked hand-on from a staff of 2 to staff of 15 accountants.

Management of staff: Expansion from 5 to 3,000 employees in 3 months, or reducing 10% of staffing during retrenchment.

System: Worked over 10 different system implementations, from scratch and data flow with Financial edge/ NXT, Accpac, Fundez, Fundware, Accounting seed, MIP, Blackbaud, JDEdwards, Mas 90, MS Great Plains, Denali, SAAS, Solomon, QuickBooks, Salesforce and Oracle.

Auditing: Managed all areas of the Auditing process, tax returns, and ERP/ Attendance/Online billing/ Data collection and install and training. Electronic billing with IT skills, inventory, internal FX, and writing training manuals.

Board: Active in board of Audit, Finance, Investment and Buildings committees.

CONTROLLER June 2001 - Present

Fountain House, Inc. New York, Clubhouse for the mentally ill by providing programs including art gallery, 433 acre farm, assist in housing and employment. Winner of Hilton Humanitarian award.

Restructured the whole accounting department from 13 to 9 staff. Successfully helped to sustain the company over two financial crisis with 7% cut in staffing and 15% drop in funding with excess surplus to fund Capital reserves. Consolidation report of our 433 acre farm and 4 HUD residential buildings. Year end audit includes OMB133 reporting, CFR, and funding reports to Medicaid, state and city contracts. Refinanced HUD building loans, capital building projects and grant fundraising. Reported directly to President, managed all compliance issues with contracts and project analysis. Capital funding, leases, purchase vehicles, reviewed all pension/ workers comp and insurances.

Linkshare, New York Online affiliate net-marketing December 1999 - May 2001

Successfully prepared a new startup company for IPO reporting, Automated electronic billing & payment system for the Ecommerce to recognize over 10k checks per month and tax reporting. Restructured ACCPAC Accounting system to close in 5 days. Built an accounting team of thirteen. Started international payment services, Revamped ERP systems- design, evaluate and implement. Fraud prevention on check disbursements. Setup new policies for accounting and personnel issues.

Reported directly to CEO

Kozmo, NY Online 24 hrs delivery system for video, food and play-stations. May 1999 - Dec 1999

Joined the company at its initial stages from a team of 8 to a staff of over 3,000 employees in 6 months. Preparation for Private placement, and business strategy. Successfully deployed top ERP accounting system and created policies for operations, inventory, web billing and call centers. Reports on revenue and projected per product / inventory categories. Created corporate purchasing/ Revenue reporting, call center CRM coordination, PC payroll. Designed business rules for scanned time/clock system for delivery staff. Initiated all filings of state licensing requirements, and established national general liability insurance for messenger / inventory liability. Fully managed all auditing process. Consolidated budget to actual financial reporting for all national offices. Quarterly variance analysis. Report directly to CEO, VP and VC partners. Established letter of credits for security of new. $3 million in monthly purchases.

Women’s World Banking, New York Nonprofit that assists poor women in poor countries to get access to microloans, Nobel prize winner.

Asst to Director of Finance and Administration August 1992 - May 99

Management of all accounting, HR, Operations, and legal responsibilities. Coordinated funding reports to Foundations, US, Austrian, IDB governmental and Banking agencies. Successfully searched funding opportunities for biannual global meeting in Mexico. Reported directly to the President. Technology and admin specialist to optimize software/hardware, network layout, T1 setup, voicemail, including training. Initiated and standardized WWB personnel and procedures manual for new staff and core consultants.

UNFPA, New York Asst to Director of Planning and Statistics September 1991 - August 1992

Imclone Systems, New York Asst. Controller June 1989 - Sept 1991

Forecasting monthly annual country assistance expense versus budget. Performed macro spreadsheet in Lotus; regression analysis; customized database reports in Paradox.

Siu Lam Kung Restaurants (Chain of three), New York, NY

Merchants Corp. of America (Import/ Export), New York, NY

Emilio Rossi (Import/ Export), New York, NY

41-42 71st Realty (Garment manufacturing) New York, NY


NYU STERN UNIVERSITY Master of Business Administration, 1999 MIS/International management

NYU STERN UNIVERSITY Bachelor of Science, 1983Accounting; Minors in Finance & Management

COMPUTER SKILLS Proficient in MS office suite,Blackbaud, Macola, Accpac, Fundware IDS, Quickbooks, Peachtree, BlackBaud, Sage, JD Edwards, Solomon, Oracle accounting, Paradox and Access, SX, HTML webpage development.

Licensed Real Estate Sales agent 35 years. NOTARY, Fluent in English and Chinese- 3 dialects, familiar with Spanish 3 years

VOLUNTEER/ MEMBERSHIP: Member of Bridgespan’s CFO think tank, CFO studio, Board member of the CAPAonline ASisan heritage festival, Member of Committee of 100, Volunteered efforts for hundreds of grassroot nonprofits including Mental Health, Diabetes, Ocean, Nepal and OIWW, retarded children, Certified Doula for the aged and dying. Taught Chinese to community church. Social professional networks: Organizer of the biggest NYC nonprofit group in NYC with over 3000 members since 2008, Volunteers group and the Awesome adventures with Foodies group. Asst. organizer to the CFO bridgespan linkedin Group and Organizer for the NYC nonprofit LinkedIn

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