LISA A. HARTMAN

Downingtown, PA *****

Phone: 610-***-**** Email: adgpyl@r.postjobfree.com

CONTROLLER – CFO - BUSINESS OPERATIONS

(EXPERIENCED IN THE MANUFACTURING AND CONSTRUCTION SECTORS)

• Highly effective financial executive with over 20 years of experience specializing in finance, operations, and manufacturing and construction.

• Offering an array of skills in cash flow forecasting, budgetary planning, productivity metrics analysis, team management, written and verbal communication, accounting, insurance policies, cross-functional collaboration, reporting and stakeholder engagement.

• Proven ability to utilize decisive leadership of multi-million-dollar entities with large workforces and multiple locations.

• Inventive and foresighted results-delivering quantifiable profitability through cost controls, analytical reasoning, training, and technology.

• Track record of success implementing multi-faceted approach in simultaneously managing all aspects of a company while exceeding all goals and deadlines in fast-paced, dynamic environments. PROFESSIONAL EXPERIENCE

EVOVED, INC. ACCOUNTING CONSULTANT AND CONTROLLER, PA JANUARY 2018- AUGUST 2020 Construction Sector

• Manage and report company finances, administrative operations, human resources, and legal relations.

• Prepare and monthly, quarterly, and year-end internally prepared financial statements including variance analysis.

• Lead quarterly financial meetings with managers and owners to discuss business operations, sales trends, and benchmarks as well as future strategic planning.

• Reconcile work in process reports and Balance sheet monthly. Responsible for all closing processes including, prepaid expenses, accrued expenses, and fixed asset schedules in compliance with GAAP.

• Manage cash flow projections, operational overhead budgets, COGS audits per project, accounting policies, define existing procedures and restructure as needed.

• Process all Payroll internally and administrate all human resource functions. Implemented Act 32 processes to bring processes up to existing regulations.

• Oversee accounts payable and receivable divisions. Staff existing team as required.

• Successfully applied and was granted PPP loan as we as free PPE equipment.

• Manage all banking and insurance relationships for funding and various Fringe coverages.

• Review and upgrade all existing accounting functions and processes on existing ERP as needed.

• Review and track profitability of projects, including detailing cost categories for permanent records at project closings.

Lisa Hartman

PROFESSIONAL RESUME

Manufacturing Sector

•Supervise all accounting operations for over $16 M gross, month end, quarter and yearly closings for an organization with over 70 employees, multi-location, worldwide customer base

• Provide cash and treasury management, including overseeing reconciliation of banking activity, revenue, credit card processing, sales tax returns

• Deliver audit preparation (GAAP) and resolve other formal financial inquiries from agencies, property owners and insurance companies.

• Manage the preparation of financial reports, cost reports, balance sheets, budgets and financial forecasts on a regular basis

• Oversee cash flow, treasury

• Advise on, and accountable for all financial decisions made in the firm.

• Oversee internal controls and monitored compliance in accordance with corporate policies; also head AP/AR functions, monitoring and controlling of expenses, and delegation of work to accounting staff.

• Prepare interim and year-end financial statements SOLLENBERGER AND ASSOCIATE, INC., PAOLI, PA 2013 - 2016 Full-service certified public accounting firm in states of PA and NJ Accounting and Business Operations Manager

Financial Management

Filed Personal tax returns

Performed outside controller activities for various small businesses

Managing day to day processing of accounts receivable and payable using QuickBooks, producing reports as requested.

Reconciling monthly activity, generating year-end reports, and fulfilling tax related requirements.

Assisting Executive Director in creating annual organizational budget and monitoring cash flow.

Administering payroll and employee benefits and organizational insurance.

Ensure that Accounting Department requests are resolved and communicated in a timely manner to internal and external parties.

Develop, maintain, and monitor accounting systems and procedures capturing all billings and receipts and for the recording of all revenue transactions, recommend and implement improvements to systems. GRID SIGN SYSTEMS, CHESTER SPRINGS, PA 1994 – 2013 National Sign Company specializing in manufacturing and installing interior and exterior signs to major retail companies with $8 million annual sales and 30 employees. CFO/ Director of Operations

Managed accounting, project management, sales, and human resources functions. Operations:

Spearheaded various initiatives that provided long-term operational excellence.

Oversaw all daily operations of 15 accounting, sales and project management team members including hiring, employee development, monitoring performance, daily scheduling, and annual review.

Coordinated all employee benefits and payroll activities.

Improved operational efficiency, building infrastructure with growth, and process improvements. Lisa Hartman

PROFESSIONAL RESUME

Oversaw long and short-term managerial and financial reporting.

Held a significant role in the company’s long-term planning from it’s in inception including new marketing incentives including going green initiatives.

Accounting: Supervised Accounts Receivable, Accounts Payable, Payroll and Collections functions. Supervised 3-5 accounting staff.

Managed finances and maintained excellent gross profit margins of 38 to 53% for over 15 years.

Prepared general ledger entries, cash flow and budget reports and handled month-end financial close and account reconciliations.

Analyzed financial data, developed budgets and annual financial plans.

Developed monthly, quarterly, and yearly financial statements in compliance with GAAP.

Monitored and managed cash accounts to ensure positive cash flow.

Generated monthly sales projections, tracked current work on hand, implemented and tracked sales commission database.

Filed monthly Sales & Use tax returns, quarterly local taxes and month and year-end reporting.

Produced annual review and compliance for Bonding Company.

Generated union reports including audit preparation.

Processed payroll using Paychex and ADP/GREAT WEST; reviewed payroll tax returns; managed 401k plan processing.

Directed financial and insurance audits; implemented and maintained internal controls

Collaborated with outside CPA on annual reviewed financial statements and year-end tax returns. Human Resources: Handled human resources functions with administrative support.

Filed unemployment and workers compensation claims including OSHA reporting to ensure compliance with all pertinent regulations.

Managed business and health insurance annual renewal review and processing.

Administered employee benefit plans including setting up Section 125 and 401k plans.

Performed new hire interviews/hiring and terminations.

Conducted employee performance reviews.

Construction Tasks:

Developed prevailing wage reports and certified payroll submittals.

Handled AIA reporting and produced schedule of values.

Read plans and worked with designers on major projects.

Reviewed and executed subcontractor agreements.

Coordinated direct shipping on a national level. EDUCATION & TECHNICAL SKILLS

University of the Arts, Philadelphia, PA Bachelor’s Degree 1993 Technical Skills: Microsoft Office 365, Word, Excel, PowerPoint, Outlook, DBA, Computer Ease, Quicken, QuickBooks Enterprise, Business Works Gold, Traverse, Casper, Adobe Acrobat, ATX, Great Plains, Paychex, and ADP platforms

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